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Invesco S&P 500 Equal Weight Financials ETF

87 hedge funds and large institutions have $114M invested in Invesco S&P 500 Equal Weight Financials ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
22
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$19.5M 414,927 -298 -0.1%
Bank of America
2
Bank of America
North Carolina
$14M 298,251 +6,653 +2%
HGWM
3
Harvest Group Wealth Management
Massachusetts
$6.47M 138,100 +138,100 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.43M 115,875 -9,295 -7%
SAM
5
SignalPoint Asset Management
Missouri
$5.09M 108,654 -1,106 -1%
FFWA
6
FRG Family Wealth Advisors
Washington
$4.72M 100,750 -13,174 -12%
Morgan Stanley
7
Morgan Stanley
New York
$3.95M 84,214 -227 -0.3%
Wells Fargo
8
Wells Fargo
California
$3.89M 83,002 -24,361 -23%
ACG
9
Allen Capital Group
Nebraska
$3.72M 79,376 +423 +0.5%
JPLA
10
Joseph P. Lucia & Associates
New York
$3.29M 70,198 +1,059 +2%
Stifel Financial
11
Stifel Financial
Missouri
$3.03M 64,617 +3,251 +5%
LPL Financial
12
LPL Financial
California
$3.01M 64,301 +505 +0.8%
FFN
13
Focus Financial Network
Minnesota
$2.63M 56,098 -2,260 -4%
ACM
14
AlphaStar Capital Management
North Carolina
$2.09M 44,496 +392 +0.9%
SFSG
15
Sound Financial Strategies Group
Mississippi
$2.02M 43,061 +43,061 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.01M 42,816 +9,581 +29%
FF
17
Friedenthal Financial
New Jersey
$1.97M 41,988 -2,522 -6%
PMG
18
ProVise Management Group
Florida
$1.87M 39,970 -6,032 -13%
IMC Chicago
19
IMC Chicago
Illinois
$1.86M 39,730 +19,640 +98%
RJA
20
Raymond James & Associates
Florida
$1.71M 36,519 -630 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.69M 36,052 +7,474 +26%
UBS Group
22
UBS Group
Switzerland
$1.64M 35,035 -1,311 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$1.6M 34,225 -6,087 -15%
IAS
24
IMA Advisory Services
Colorado
$1.41M 30,042 -1,417 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.36M 29,024 +1,372 +5%