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Invesco S&P 500 Equal Weight Financials ETF

92 hedge funds and large institutions have $114M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
26
Reduced
41
Closed
10
Calls
$274K
Puts
$25K
Net Calls
+$249K
Net Calls Change
+$249K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.6M 328,250 -100,940 -24%
LPL Financial
2
LPL Financial
California
$7.67M 151,402 -29,884 -16%
Morgan Stanley
3
Morgan Stanley
New York
$7.13M 140,687 -1,678 -1%
CAN
4
Cetera Advisor Networks
California
$5.45M 107,468 +572 +0.5%
KAS
5
Kestra Advisory Services
Texas
$4.9M 96,746 -1,037 -1%
JPLA
6
Joseph P. Lucia & Associates
New York
$4.46M 87,927 -3,638 -4%
Ameriprise
7
Ameriprise
Minnesota
$3.58M 70,905 +4,748 +7%
PCH
8
PGIM Custom Harvest
New Jersey
$3.53M 69,711 -5,016 -7%
FFN
9
Focus Financial Network
Minnesota
$3.25M 64,200 -5,202 -7%
SAM
10
SignalPoint Asset Management
Missouri
$3.2M 63,119 +938 +2%
ACG
11
Allen Capital Group
Nebraska
$2.97M 59,303 -415 -0.7%
UBS Group
12
UBS Group
Switzerland
$2.64M 52,137 -22,674 -30%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.52M 49,663 +1,324 +3%
DIP
14
Davis Investment Partners
North Carolina
$2.23M 44,668 -7,404 -14%
Lido Advisors
15
Lido Advisors
California
$2.23M 43,925 +19,178 +77%
RJA
16
Raymond James & Associates
Florida
$2.16M 42,693 -59,372 -58%
YWM
17
Yoder Wealth Management
California
$2.1M 41,465 +2,758 +7%
FWM
18
ForthRight Wealth Management
Georgia
$2.06M 40,642 +136 +0.3%
Wells Fargo
19
Wells Fargo
California
$2M 39,467 +6,383 +19%
PAG
20
Private Advisor Group
New Jersey
$1.93M 38,137 -31,537 -45%
FFWA
21
FRG Family Wealth Advisors
Washington
$1.93M 38,110 -725 -2%
AFG
22
Arkansas Financial Group
Arkansas
$1.47M 29,085 +649 +2%
LOIP
23
Live Oak Investment Partners
Texas
Citadel Advisors
24
Citadel Advisors
Florida
$1.32M 26,080 +4,737 +22%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.22M 23,970 +3,358 +16%