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Invesco S&P 500 Equal Weight Financials ETF

78 hedge funds and large institutions have $171M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
26
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$56.4M 1,009,595 +1,009,595 New
Bank of America
2
Bank of America
North Carolina
$15.8M 282,376 +126,217 +81%
Morgan Stanley
3
Morgan Stanley
New York
$10.5M 188,889 +46,481 +33%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.37M 150,025 +125,033 +500%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.63M 100,898 +12,110 +14%
UCFA
6
United Capital Financial Advisors
Texas
$5.59M 100,140 +37,775 +61%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.51M 98,739 +57,909 +142%
SAM
8
SignalPoint Asset Management
Missouri
$4.39M 78,629 -8,718 -10%
RJA
9
Raymond James & Associates
Florida
$4.32M 77,459 +38,227 +97%
JPLA
10
Joseph P. Lucia & Associates
New York
$4.22M 75,567 +1,620 +2%
ACG
11
Allen Capital Group
Nebraska
$4.04M 72,290 -626 -0.9%
LPL Financial
12
LPL Financial
California
$3.97M 71,132 +36,794 +107%
Goldman Sachs
13
Goldman Sachs
New York
$3.65M 65,447 +50,780 +346%
Ameriprise
14
Ameriprise
Minnesota
$3.35M 60,097 +17,918 +42%
UBS Group
15
UBS Group
Switzerland
$3.05M 54,658 -4,353 -7%
FFWA
16
FRG Family Wealth Advisors
Washington
$2.99M 53,530 -9,350 -15%
Wells Fargo
17
Wells Fargo
California
$2.94M 52,716 +23,854 +83%
CF
18
Centaurus Financial
California
$2.45M 43,816 +43,816 New
HI
19
Harbour Investments
Wisconsin
$2M 35,834 +35,834 New
FWM
20
ForthRight Wealth Management
Georgia
$1.38M 24,770 -4,129 -14%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.32M 23,595 -1,040 -4%
CAL
22
Capital Analysts LLC
Pennsylvania
$1.19M 21,361 -4,601 -18%
GWM
23
Geneos Wealth Management
Colorado
$1M 16,822 +289 +2%
LI
24
LVZ Inc
Michigan
$892K 15,975 +15,975 New
WI
25
Wintrust Investments
Illinois
$858K 15,376 +15,376 New