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Invesco S&P 500 Equal Weight Financials ETF

113 hedge funds and large institutions have $266M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
42
Reduced
25
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
$44.6M 692,839 +99,561 +17%
LPL Financial
2
LPL Financial
California
$23.5M 364,686 +138,071 +61%
PF
3
Phoenix Financial
Israel
$20.2M 313,180 +313,180 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.9M 278,358 +44,329 +19%
Morgan Stanley
5
Morgan Stanley
New York
$12.7M 197,707 +16,933 +9%
FC
6
Financial Consulate
Maryland
$12.4M 192,199 -205,715 -52%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$11.9M 184,259 +2,418 +1%
RJA
8
Raymond James & Associates
Florida
$10.5M 163,430 +1,600 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.36M 129,831 +8,718 +7%
UCFA
10
United Capital Financial Advisors
Texas
$6.67M 103,571 -1,936 -2%
FMC
11
Financial Management Concepts
Florida
$6.18M 96,038 +96,038 New
JPLA
12
Joseph P. Lucia & Associates
New York
$5.65M 87,777 +7,712 +10%
Wells Fargo
13
Wells Fargo
California
$4.89M 75,970 +20,403 +37%
CAN
14
Cetera Advisor Networks
California
$4.87M 75,622 +71,290 +1,646%
ACG
15
Allen Capital Group
Nebraska
$4.38M 67,976 -2,586 -4%
UBS Group
16
UBS Group
Switzerland
$3.82M 59,388 +3,687 +7%
SAM
17
SignalPoint Asset Management
Missouri
$3.56M 55,228 -21,642 -28%
Prudential Financial
18
Prudential Financial
New Jersey
$3.53M 54,848 +54,848 New
WWM
19
WJ Wealth Management
Arizona
$3.37M 52,332 +52,332 New
FIM
20
Freedom Investment Management
Connecticut
$3.34M 51,944 +42,158 +431%
FFWA
21
FRG Family Wealth Advisors
Washington
$2.77M 43,075 -570 -1%
TCFP
22
Treasure Coast Financial Planning
Florida
$2.58M 40,115 +40,115 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.32M 35,974 +27,725 +336%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.2M 34,173 +16,651 +95%
KAS
25
Kestra Advisory Services
Texas
$2.06M 31,977 +27,512 +616%