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Invesco S&P 500 Equal Weight Financials ETF

101 hedge funds and large institutions have $125M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 4 closing their positions.

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
19
Reduced
45
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.9M 305,296 -22,954 -7%
Morgan Stanley
2
Morgan Stanley
New York
$15M 256,622 +115,935 +82%
LPL Financial
3
LPL Financial
California
$8.14M 138,980 -12,422 -8%
CAN
4
Cetera Advisor Networks
California
$6.27M 107,011 -457 -0.4%
KAS
5
Kestra Advisory Services
Texas
$5.54M 94,453 -2,293 -2%
JPLA
6
Joseph P. Lucia & Associates
New York
$4.84M 82,672 -5,255 -6%
PCH
7
PGIM Custom Harvest
New Jersey
$3.81M 64,957 -4,754 -7%
SAM
8
SignalPoint Asset Management
Missouri
$3.73M 63,704 +585 +0.9%
ACG
9
Allen Capital Group
Nebraska
$3.43M 58,504 -799 -1%
DIP
10
Davis Investment Partners
North Carolina
$3.15M 53,945 +9,277 +21%
PAG
11
Private Advisor Group
New Jersey
$3.11M 53,080 +14,943 +39%
UBS Group
12
UBS Group
Switzerland
$2.71M 46,306 -5,831 -11%
YWM
13
Yoder Wealth Management
California
$2.46M 41,956 +491 +1%
FWM
14
ForthRight Wealth Management
Georgia
$2.44M 41,685 +1,043 +3%
Wells Fargo
15
Wells Fargo
California
$2.26M 38,612 -855 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.14M 36,576 -13,087 -26%
FFN
17
Focus Financial Network
Minnesota
$2.04M 34,762 -29,438 -46%
AFG
18
Arkansas Financial Group
Arkansas
$1.99M 34,010 +4,925 +17%
FFWA
19
FRG Family Wealth Advisors
Washington
$1.99M 33,915 -4,195 -11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.91M 32,594 +22,730 +230%
IWM
21
IHT Wealth Management
Illinois
$1.54M 26,310 +26,310 New
WAM
22
Walker Asset Management
Missouri
$1.31M 22,299 +35 +0.2%
Citadel Advisors
23
Citadel Advisors
Florida
$1.3M 22,152 -3,928 -15%
Goldman Sachs
24
Goldman Sachs
New York
$1.27M 21,700
HighTower Advisors
25
HighTower Advisors
Illinois
$1.22M 20,821 -924 -4%