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Invesco S&P 500 Equal Weight Financials ETF

90 hedge funds and large institutions have $162M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
33
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24.4M 567,008 -53,274 -9%
Morgan Stanley
2
Morgan Stanley
New York
$15.2M 353,027 -50,550 -13%
WF
3
WealthTrust Fairport
Ohio
$14.9M 347,186 -3,169 -0.9%
TCM
4
Tradewinds Capital Management
Washington
$13.1M 303,809 +301,994 +16,639%
FFWA
5
FRG Family Wealth Advisors
Washington
$6.53M 151,760 +36,661 +32%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.15M 142,955 +142,955 New
Wells Fargo
7
Wells Fargo
California
$5.59M 129,918 -16,135 -11%
RJA
8
Raymond James & Associates
Florida
$4.68M 108,713 +9,190 +9%
SAM
9
SignalPoint Asset Management
Missouri
$4.44M 103,145 -1,394 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.85M 90,010 -3,273 -4%
LPL Financial
11
LPL Financial
California
$3.82M 88,924 -778 -0.9%
ACG
12
Allen Capital Group
Nebraska
$3.82M 88,876 -3,239 -4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.82M 88,773 -602 -0.7%
ACM
14
AlphaStar Capital Management
North Carolina
$3.73M 86,825 +5,877 +7%
PMG
15
ProVise Management Group
Florida
$3.39M 78,778 -4,349 -5%
FI
16
FormulaFolio Investments
Michigan
$2.9M 67,463 -11,361 -14%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.88M 67,040 +53,219 +385%
Citadel Advisors
18
Citadel Advisors
Florida
$2.31M 53,825 +46,346 +620%
UBS Group
19
UBS Group
Switzerland
$2.01M 46,819 -7,130 -13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2M 46,591 +7,129 +18%
Stifel Financial
21
Stifel Financial
Missouri
$1.74M 40,361 +18,313 +83%
IAS
22
IMA Advisory Services
Colorado
$1.63M 37,903 -378 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.61M 37,461 +18,379 +96%
Ameriprise
24
Ameriprise
Minnesota
$1.61M 37,164 +2,233 +6%
FF
25
Friedenthal Financial
New Jersey
$1.47M 34,090 -10,836 -24%