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Invesco S&P 500 Equal Weight Financials ETF

127 hedge funds and large institutions have $273M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
42
Reduced
30
Closed
11
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
+$214K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.6M 856,539 +163,700 +24%
Morgan Stanley
2
Morgan Stanley
New York
$28M 439,275 +241,568 +122%
LPL Financial
3
LPL Financial
California
$17.9M 281,611 -83,075 -23%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.5M 228,164 -50,194 -18%
RJA
5
Raymond James & Associates
Florida
$14.5M 227,736 +64,306 +39%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.86M 139,087 +9,256 +7%
UBS Group
7
UBS Group
Switzerland
$8.62M 135,358 +75,970 +128%
FIM
8
Freedom Investment Management
Connecticut
$6.66M 104,497 +52,553 +101%
Ameriprise
9
Ameriprise
Minnesota
$6.47M 101,639 +85,847 +544%
JPLA
10
Joseph P. Lucia & Associates
New York
$6.23M 97,788 +10,011 +11%
CAN
11
Cetera Advisor Networks
California
$6.14M 96,365 +20,743 +27%
Wells Fargo
12
Wells Fargo
California
$5.45M 85,565 +9,595 +13%
FFN
13
Focus Financial Network
Minnesota
$5.31M 83,419 +83,419 New
Prudential Financial
14
Prudential Financial
New Jersey
$5.16M 80,968 +26,120 +48%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.14M 80,749 -103,510 -56%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.98M 78,145 +42,171 +117%
B
17
Bellecapital
Switzerland
$4.92M 77,240 +77,240 New
ACG
18
Allen Capital Group
Nebraska
$4.3M 67,505 -471 -0.7%
SAM
19
SignalPoint Asset Management
Missouri
$3.36M 52,773 -2,455 -4%
TCFP
20
Treasure Coast Financial Planning
Florida
$3.03M 47,602 +7,487 +19%
WWM
21
WJ Wealth Management
Arizona
$3.03M 47,594 -4,738 -9%
FFWA
22
FRG Family Wealth Advisors
Washington
$2.7M 42,320 -755 -2%
WWM
23
Western Wealth Management
Colorado
$2.68M 42,057 +16,723 +66%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.52M 39,546 +5,373 +16%
FWM
25
ForthRight Wealth Management
Georgia
$2.14M 33,611 +9,694 +41%