RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

102 hedge funds and large institutions have $132M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
21
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$15.8M 245,674 -59,622 -20%
LPL Financial
2
LPL Financial
California
$8.95M 139,345 +365 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$8.28M 128,857 -127,765 -50%
JGCM
4
Joseph Group Capital Management
Ohio
$6.57M 102,240 +102,240 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.01M 93,556 +93,556 New
CAN
6
Cetera Advisor Networks
California
$5.89M 91,639 -15,372 -14%
JPLA
7
Joseph P. Lucia & Associates
New York
$5.27M 82,040 -632 -0.8%
KAS
8
Kestra Advisory Services
Texas
$4.81M 74,891 -19,562 -21%
DIP
9
Davis Investment Partners
North Carolina
$4.07M 66,019 +12,074 +22%
PCH
10
PGIM Custom Harvest
New Jersey
$4.07M 63,326 -1,631 -3%
SAM
11
SignalPoint Asset Management
Missouri
$3.85M 59,868 -3,836 -6%
ACG
12
Allen Capital Group
Nebraska
$3.68M 57,332 -1,172 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.15M 48,991 +12,415 +34%
UBS Group
14
UBS Group
Switzerland
$2.85M 44,402 -1,904 -4%
Wells Fargo
15
Wells Fargo
California
$2.72M 42,284 +3,672 +10%
YWM
16
Yoder Wealth Management
California
$2.6M 40,400 -1,556 -4%
FWM
17
ForthRight Wealth Management
Georgia
$2.55M 39,660 -2,025 -5%
PAG
18
Private Advisor Group
New Jersey
$2.55M 39,636 -13,444 -25%
AFG
19
Arkansas Financial Group
Arkansas
$2.33M 36,208 +2,198 +6%
FFN
20
Focus Financial Network
Minnesota
$1.97M 32,813 -1,949 -6%
FFWA
21
FRG Family Wealth Advisors
Washington
$1.56M 25,740 -8,175 -24%
Goldman Sachs
22
Goldman Sachs
New York
$1.39M 21,700
WAM
23
Walker Asset Management
Missouri
$1.36M 21,130 -1,169 -5%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.29M 20,074 -747 -4%
WI
25
Wintrust Investments
Illinois
$1.24M 19,339