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Invesco S&P 500 Equal Weight Financials ETF

110 hedge funds and large institutions have $217M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
25
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.5M 593,413 +168,316 +40%
Morgan Stanley
2
Morgan Stanley
New York
$25.3M 449,357 +11,180 +3%
UBS Group
3
UBS Group
Switzerland
$14.1M 250,065 -4,243 -2%
MFG
4
Marmo Financial Group
Tennessee
$13.7M 242,112 +242,112 New
LPL Financial
5
LPL Financial
California
$10.2M 181,454 -63,749 -26%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.77M 173,269 -20,148 -10%
Wells Fargo
7
Wells Fargo
California
$8.18M 144,926 +69,468 +92%
CAN
8
Cetera Advisor Networks
California
$6.38M 113,013 +6,660 +6%
MOS
9
MGO One Seven
Ohio
$6.3M 111,625 -41,633 -27%
FIM
10
Freedom Investment Management
Connecticut
$5.74M 101,839 -4,908 -5%
KAS
11
Kestra Advisory Services
Texas
$5.6M 99,360 -2,219 -2%
JPLA
12
Joseph P. Lucia & Associates
New York
$5.47M 96,997 -2,873 -3%
FFN
13
Focus Financial Network
Minnesota
$5.39M 95,635 -556 -0.6%
RJA
14
Raymond James & Associates
Florida
$5.25M 92,990 +36,172 +64%
CAG
15
Csenge Advisory Group
Florida
$5.17M 91,725 +1,169 +1%
Ameriprise
16
Ameriprise
Minnesota
$4.53M 80,059 +4,570 +6%
DIP
17
Davis Investment Partners
North Carolina
$3.3M 53,302 +53,302 New
SAM
18
SignalPoint Asset Management
Missouri
$3.25M 57,685 -1,165 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.15M 55,867 +14,974 +37%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.41M 42,668 -4,395 -9%
FWM
21
ForthRight Wealth Management
Georgia
$2.29M 40,606 +938 +2%
FFWA
22
FRG Family Wealth Advisors
Washington
$2.26M 40,040 -2,070 -5%
PCH
23
PGIM Custom Harvest
New Jersey
$1.72M 30,477 +30,477 New
TCFP
24
Treasure Coast Financial Planning
Florida
$1.6M 28,403 -15,693 -36%
WI
25
Wintrust Investments
Illinois
$1.48M 26,154 +1,250 +5%