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Invesco S&P 500 Equal Weight Financials ETF

114 hedge funds and large institutions have $213M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 28 closing their positions.

Holders
114
Holders Change
-13
Holders Change %
-10.24%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
45
Reduced
34
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34M 639,595 -216,944 -25%
Morgan Stanley
2
Morgan Stanley
New York
$27.3M 514,132 +74,857 +17%
LPL Financial
3
LPL Financial
California
$14M 262,518 -19,093 -7%
RJA
4
Raymond James & Associates
Florida
$12.8M 240,935 +13,199 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.8M 221,123 -7,041 -3%
UBS Group
6
UBS Group
Switzerland
$6.57M 123,547 -11,811 -9%
FIM
7
Freedom Investment Management
Connecticut
$5.67M 106,614 +2,117 +2%
CAN
8
Cetera Advisor Networks
California
$5.32M 100,081 +3,716 +4%
JPLA
9
Joseph P. Lucia & Associates
New York
$5.19M 97,552 -236 -0.2%
FFN
10
Focus Financial Network
Minnesota
$4.84M 91,010 +7,591 +9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.46M 83,787 +3,038 +4%
B
12
Bellecapital
Switzerland
$4.06M 76,354 -886 -1%
Wells Fargo
13
Wells Fargo
California
$3.74M 70,353 -15,212 -18%
ACG
14
Allen Capital Group
Nebraska
$3.55M 66,751 -754 -1%
SAM
15
SignalPoint Asset Management
Missouri
$3.07M 57,766 +4,993 +9%
Prudential Financial
16
Prudential Financial
New Jersey
$3.05M 56,924 -24,044 -30%
TCFP
17
Treasure Coast Financial Planning
Florida
$2.86M 53,690 +6,088 +13%
CAG
18
Csenge Advisory Group
Florida
$2.74M 51,550 +51,550 New
MWPCG
19
Measured Wealth Private Client Group
New Hampshire
$2.7M 50,794 +50,794 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.4M 45,057 +20,644 +85%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.32M 43,695 -95,392 -69%
FFWA
22
FRG Family Wealth Advisors
Washington
$2.24M 42,110 -210 -0.5%
WWM
23
Western Wealth Management
Colorado
$2.24M 42,064 +7 +0%
KAS
24
Kestra Advisory Services
Texas
$2.13M 40,079 +7,753 +24%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.08M 39,166 -380 -1%