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Invesco S&P 500 Equal Weight Financials ETF

89 hedge funds and large institutions have $258M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
18
Increased
31
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$64.6M 1,080,323 +70,728 +7%
Bank of America
2
Bank of America
North Carolina
$31.7M 530,822 +248,446 +88%
FC
3
Financial Consulate
Maryland
$23.2M 388,799 +388,799 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.3M 223,318 +73,293 +49%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M 206,706 +107,967 +109%
LPL Financial
6
LPL Financial
California
$10.9M 181,706 +110,574 +155%
Morgan Stanley
7
Morgan Stanley
New York
$9.31M 155,676 -33,213 -18%
RJA
8
Raymond James & Associates
Florida
$8.88M 148,636 +71,177 +92%
UCFA
9
United Capital Financial Advisors
Texas
$6.27M 104,927 +4,787 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.2M 103,688 +2,790 +3%
Ameriprise
11
Ameriprise
Minnesota
$5.44M 90,862 +30,765 +51%
SAM
12
SignalPoint Asset Management
Missouri
$4.63M 77,473 -1,156 -1%
JPLA
13
Joseph P. Lucia & Associates
New York
$4.53M 75,788 +221 +0.3%
ACG
14
Allen Capital Group
Nebraska
$4.24M 70,887 -1,403 -2%
PCH
15
PGIM Custom Harvest
New Jersey
$3.67M 61,474 +61,474 New
UBS Group
16
UBS Group
Switzerland
$3.43M 57,351 +2,693 +5%
FHC
17
First Heartland Consultants
Missouri
$3.28M 54,820 +45,802 +508%
FFWA
18
FRG Family Wealth Advisors
Washington
$3.08M 51,570 -1,960 -4%
Goldman Sachs
19
Goldman Sachs
New York
$2.99M 50,000 -15,447 -24%
Wells Fargo
20
Wells Fargo
California
$2.44M 40,755 -11,961 -23%
LHC
21
Little House Capital
Massachusetts
$2.34M 39,173 +39,173 New
HI
22
Harbour Investments
Wisconsin
$2.17M 36,363 +529 +1%
FTUS
23
Flow Traders U.S.
New York
$1.62M 27,134 +27,134 New
FWM
24
ForthRight Wealth Management
Georgia
$1.47M 24,566 -204 -0.8%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.37M 22,873 -722 -3%