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Invesco S&P 500 Equal Weight Financials ETF

96 hedge funds and large institutions have $205M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
14
Increased
33
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.4M 593,278 +62,456 +12%
FC
2
Financial Consulate
Maryland
$24.4M 397,914 +9,115 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.4M 234,029 +10,711 +5%
LPL Financial
4
LPL Financial
California
$13.9M 226,615 +44,909 +25%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.2M 181,841 -24,865 -12%
Morgan Stanley
6
Morgan Stanley
New York
$11.1M 180,774 +25,098 +16%
RJA
7
Raymond James & Associates
Florida
$9.93M 161,830 +13,194 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.43M 121,113 +17,425 +17%
UCFA
9
United Capital Financial Advisors
Texas
$6.48M 105,507 +580 +0.6%
JPLA
10
Joseph P. Lucia & Associates
New York
$4.91M 80,065 +4,277 +6%
SAM
11
SignalPoint Asset Management
Missouri
$4.72M 76,870 -603 -0.8%
ACG
12
Allen Capital Group
Nebraska
$4.33M 70,562 -325 -0.5%
FHC
13
First Heartland Consultants
Missouri
$3.67M 59,844 +5,024 +9%
UBS Group
14
UBS Group
Switzerland
$3.42M 55,701 -1,650 -3%
Wells Fargo
15
Wells Fargo
California
$3.41M 55,567 +14,812 +36%
PCH
16
PGIM Custom Harvest
New Jersey
$3.36M 54,761 -6,713 -11%
Ameriprise
17
Ameriprise
Minnesota
$2.77M 45,119 -45,743 -50%
FFWA
18
FRG Family Wealth Advisors
Washington
$2.68M 43,645 -7,925 -15%
FTUS
19
Flow Traders U.S.
New York
$2.34M 38,045 +10,911 +40%
HI
20
Harbour Investments
Wisconsin
$2.28M 37,099 +736 +2%
Goldman Sachs
21
Goldman Sachs
New York
$1.62M 26,462 -23,538 -47%
FWM
22
ForthRight Wealth Management
Georgia
$1.53M 24,960 +394 +2%
CAL
23
Capital Analysts LLC
Pennsylvania
$1.43M 23,269 +449 +2%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.33M 21,619 -1,254 -5%
APA
25
American Portfolios Advisors
New York
$1.19M 19,333 +3,182 +20%