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Invesco S&P 500 Equal Weight Financials ETF

107 hedge funds and large institutions have $170M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
29
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24.4M 483,695 -109,718 -18%
Morgan Stanley
2
Morgan Stanley
New York
$18.2M 361,361 -87,996 -20%
UBS Group
3
UBS Group
Switzerland
$12.1M 239,389 -10,676 -4%
LPL Financial
4
LPL Financial
California
$10.5M 208,596 +27,142 +15%
MOS
5
MGO One Seven
Ohio
$6.49M 128,601 +16,976 +15%
CAN
6
Cetera Advisor Networks
California
$5.51M 109,253 -3,760 -3%
FFN
7
Focus Financial Network
Minnesota
$4.99M 98,895 +3,260 +3%
CAG
8
Csenge Advisory Group
Florida
$4.96M 98,218 +6,493 +7%
PCH
9
PGIM Custom Harvest
New Jersey
$4.94M 97,853 +67,376 +221%
RJA
10
Raymond James & Associates
Florida
$4.94M 97,801 +4,811 +5%
KAS
11
Kestra Advisory Services
Texas
$4.89M 96,854 -2,506 -3%
JPLA
12
Joseph P. Lucia & Associates
New York
$4.85M 96,150 -847 -0.9%
PAG
13
Private Advisor Group
New Jersey
$4.35M 86,192 +2,399 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.35M 66,379 -106,890 -62%
SAM
15
SignalPoint Asset Management
Missouri
$3.13M 62,066 +4,381 +8%
ACG
16
Allen Capital Group
Nebraska
$3.03M 60,075 +60,075 New
Ameriprise
17
Ameriprise
Minnesota
$2.98M 58,985 -21,074 -26%
FIM
18
Freedom Investment Management
Connecticut
$2.95M 58,354 -43,485 -43%
DIP
19
Davis Investment Partners
North Carolina
$2.65M 53,302
Osaic Holdings
20
Osaic Holdings
Arizona
$2.65M 52,594 -3,273 -6%
Wells Fargo
21
Wells Fargo
California
$2.26M 44,817 -100,109 -69%
FWM
22
ForthRight Wealth Management
Georgia
$2.05M 40,671 +65 +0.2%
FFWA
23
FRG Family Wealth Advisors
Washington
$2.02M 40,040
YWM
24
Yoder Wealth Management
California
$2M 39,587 +39,587 New
LOIP
25
Live Oak Investment Partners
Texas