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Invesco S&P 500 Equal Weight Financials ETF

98 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
26
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22M 429,190 -54,505 -11%
LPL Financial
2
LPL Financial
California
$9.28M 181,286 -27,310 -13%
Morgan Stanley
3
Morgan Stanley
New York
$7.29M 142,365 -218,996 -61%
CAN
4
Cetera Advisor Networks
California
$5.47M 106,896 -2,357 -2%
RJA
5
Raymond James & Associates
Florida
$5.23M 102,065 +4,264 +4%
KAS
6
Kestra Advisory Services
Texas
$5.01M 97,783 +929 +1%
JPLA
7
Joseph P. Lucia & Associates
New York
$4.69M 91,565 -4,585 -5%
UBS Group
8
UBS Group
Switzerland
$3.83M 74,811 -164,578 -69%
PCH
9
PGIM Custom Harvest
New Jersey
$3.83M 74,727 -23,126 -24%
PAG
10
Private Advisor Group
New Jersey
$3.57M 69,674 -16,518 -19%
FFN
11
Focus Financial Network
Minnesota
$3.55M 69,402 -29,493 -30%
Ameriprise
12
Ameriprise
Minnesota
$3.39M 66,157 +7,172 +12%
SAM
13
SignalPoint Asset Management
Missouri
$3.18M 62,181 +115 +0.2%
ACG
14
Allen Capital Group
Nebraska
$3.06M 59,718 -357 -0.6%
DIP
15
Davis Investment Partners
North Carolina
$2.84M 52,072 -1,230 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.48M 48,339 -4,255 -8%
FWM
17
ForthRight Wealth Management
Georgia
$2.07M 40,506 -165 -0.4%
FFWA
18
FRG Family Wealth Advisors
Washington
$1.99M 38,835 -1,205 -3%
YWM
19
Yoder Wealth Management
California
$1.98M 38,707 -880 -2%
Wells Fargo
20
Wells Fargo
California
$1.69M 33,084 -11,733 -26%
Stifel Financial
21
Stifel Financial
Missouri
$1.67M 32,671 +13,045 +66%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.55M 30,305 -36,074 -54%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.54M 30,079 +18,557 +161%
AFG
24
Arkansas Financial Group
Arkansas
$1.46M 28,436 +7,244 +34%
LOIP
25
Live Oak Investment Partners
Texas