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Invesco S&P 500 Equal Weight Financials ETF

101 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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $125M → $132M (+$7.21M)

1% more funds holding

Funds holding: 100101 (+1)

0.18% less ownership

Funds ownership: 47.29%47.11% (-0.18%)

52% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 44

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.45%
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 Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.8M -$3.59M -59,622 -20%
LPL Financial
2
LPL Financial
California
$8.95M +$22K +365 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$8.28M -$7.7M -127,765 -50%
JGCM
4
Joseph Group Capital Management
Ohio
$6.57M +$6.16M +102,240 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.01M +$5.64M +93,556 New
CAN
6
Cetera Advisor Networks
California
$5.89M -$926K -15,372 -14%
JPLA
7
Joseph P. Lucia & Associates
New York
$5.27M -$38.1K -632 -0.8%
KAS
8
Kestra Advisory Services
Texas
$4.81M -$1.18M -19,562 -21%
DIP
9
Davis Investment Partners
North Carolina
$4.07M +$728K +12,074 +22%
PCH
10
PGIM Custom Harvest
New Jersey
$4.07M -$98.3K -1,631 -3%
SAM
11
SignalPoint Asset Management
Missouri
$3.85M -$231K -3,836 -6%
ACG
12
Allen Capital Group
Nebraska
$3.68M -$70.6K -1,172 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.15M +$748K +12,415 +34%
UBS Group
14
UBS Group
Switzerland
$2.85M -$115K -1,904 -4%
Wells Fargo
15
Wells Fargo
California
$2.72M +$221K +3,672 +10%
YWM
16
Yoder Wealth Management
California
$2.6M -$93.8K -1,556 -4%
FWM
17
ForthRight Wealth Management
Georgia
$2.55M -$122K -2,025 -5%
PAG
18
Private Advisor Group
New Jersey
$2.55M -$810K -13,444 -25%
AFG
19
Arkansas Financial Group
Arkansas
$2.33M +$132K +2,198 +6%
FFN
20
Focus Financial Network
Minnesota
$1.97M -$117K -1,949 -6%
FFWA
21
FRG Family Wealth Advisors
Washington
$1.56M -$493K -8,175 -24%
Goldman Sachs
22
Goldman Sachs
New York
$1.39M
WAM
23
Walker Asset Management
Missouri
$1.36M -$70.4K -1,169 -5%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.29M -$45K -747 -4%
WI
25
Wintrust Investments
Illinois
$1.24M