RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

66 hedge funds and large institutions have $68.4M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
21
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.5M 156,159 +20,649 +15%
Morgan Stanley
2
Morgan Stanley
New York
$6.84M 142,408 +58,528 +70%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.26M 88,788 +2,348 +3%
SAM
4
SignalPoint Asset Management
Missouri
$4.19M 87,347 -9,807 -10%
JPLA
5
Joseph P. Lucia & Associates
New York
$3.55M 73,947 -3,388 -4%
ACG
6
Allen Capital Group
Nebraska
$3.5M 72,916 -665 -0.9%
FFWA
7
FRG Family Wealth Advisors
Washington
$3.02M 62,880 -9,440 -13%
UCFA
8
United Capital Financial Advisors
Texas
$2.99M 62,365 +65 +0.1%
UBS Group
9
UBS Group
Switzerland
$2.83M 59,011 +863 +1%
FFN
10
Focus Financial Network
Minnesota
$2.36M 49,247 +2,267 +5%
Ameriprise
11
Ameriprise
Minnesota
$2.02M 42,179 -2,456 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.96M 40,830 +7,795 +24%
RJA
13
Raymond James & Associates
Florida
$1.88M 39,232 -8,487 -18%
LPL Financial
14
LPL Financial
California
$1.65M 34,338 -546 -2%
FWM
15
ForthRight Wealth Management
Georgia
$1.39M 28,899 +28,899 New
Wells Fargo
16
Wells Fargo
California
$1.39M 28,862 -1,219 -4%
CAL
17
Capital Analysts LLC
Pennsylvania
$1.25M 25,962 -136 -0.5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.2M 24,992 +1,084 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.18M 24,635 -8,004 -25%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.18M 24,658 +24,658 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.13M 23,469 -54,290 -70%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.04M 21,662 -346 -2%
FF
23
Friedenthal Financial
New Jersey
$727K 15,331 -10,053 -40%
OAM
24
Occidental Asset Management
California
$710K 14,797 +14,797 New
Goldman Sachs
25
Goldman Sachs
New York
$704K 14,667 -10,000 -41%