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Invesco S&P 500 Equal Weight Financials ETF

90 hedge funds and large institutions have $123M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
23
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13.6M 375,422 -191,586 -34%
WF
2
WealthTrust Fairport
Ohio
$12.8M 351,333 +4,147 +1%
TCM
3
Tradewinds Capital Management
Washington
$9.95M 273,623 -30,186 -10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.52M 179,420 +112,380 +168%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.86M 161,287 +18,332 +13%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.66M 128,495 +38,485 +43%
FFWA
7
FRG Family Wealth Advisors
Washington
$4.46M 122,799 -28,961 -19%
SAM
8
SignalPoint Asset Management
Missouri
$4.22M 116,211 +13,066 +13%
Wells Fargo
9
Wells Fargo
California
$4.17M 114,740 -15,178 -12%
Morgan Stanley
10
Morgan Stanley
New York
$4.15M 114,181 -238,846 -68%
WCM
11
Weatherstone Capital Management
Colorado
$3.82M 88,876 +88,876 New
ACG
12
Allen Capital Group
Nebraska
$3.41M 85,131 -3,745 -4%
ACM
13
AlphaStar Capital Management
North Carolina
$2.94M 80,856 -5,969 -7%
FI
14
FormulaFolio Investments
Michigan
$2.9M 67,463
LPL Financial
15
LPL Financial
California
$2.65M 72,916 -16,008 -18%
RJA
16
Raymond James & Associates
Florida
$2.35M 64,694 -44,019 -40%
PMG
17
ProVise Management Group
Florida
$2.15M 59,045 -19,733 -25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.06M 56,770 -32,003 -36%
FTS
19
Fifth Third Securities
Ohio
$2.04M 56,025 +56,025 New
FCA
20
FLC Capital Advisors
California
$1.82M 50,109 +50,109 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.74M 47,783 +10,322 +28%
AA
22
Advisory Alpha
Michigan
$1.53M 38,054 +36,851 +3,063%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.5M 41,388 -5,203 -11%
UBS Group
24
UBS Group
Switzerland
$1.31M 36,076 -10,743 -23%
FF
25
Friedenthal Financial
New Jersey
$1.3M 35,613 +1,523 +4%