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Invesco S&P 500 Equal Weight Financials ETF

99 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
19
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$15M 244,712 -962 -0.4%
LPL Financial
2
LPL Financial
California
$8.41M 137,151 -2,194 -2%
NA
3
NewEdge Advisors
Louisiana
$6.82M 111,186 +110,880 +36,235%
JGCM
4
Joseph Group Capital Management
Ohio
$6.29M 102,618 +378 +0.4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.41M 88,332 -5,224 -6%
JPLA
6
Joseph P. Lucia & Associates
New York
$4.98M 81,247 -793 -1%
DIP
7
Davis Investment Partners
North Carolina
$4.85M 76,393 +10,374 +16%
KAS
8
Kestra Advisory Services
Texas
$4.46M 72,835 -2,056 -3%
Morgan Stanley
9
Morgan Stanley
New York
$3.98M 64,884 -63,973 -50%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$3.96M 64,601 +64,600 +6,460,000%
PCH
11
PGIM Custom Harvest
New Jersey
$3.85M 62,840 -486 -0.8%
SAM
12
SignalPoint Asset Management
Missouri
$3.65M 59,465 -403 -0.7%
ACG
13
Allen Capital Group
Nebraska
$3.48M 56,851 -481 -0.8%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.07M 50,052 +1,061 +2%
UBS Group
15
UBS Group
Switzerland
$2.91M 47,504 +3,102 +7%
NWM
16
Napa Wealth Management
California
$2.85M 46,561 +46,561 New
Wells Fargo
17
Wells Fargo
California
$2.56M 41,738 -546 -1%
PAG
18
Private Advisor Group
New Jersey
$2.39M 39,021 -615 -2%
YWM
19
Yoder Wealth Management
California
$2.37M 38,692 -1,708 -4%
FWM
20
ForthRight Wealth Management
Georgia
$2.34M 38,193 -1,467 -4%
AFG
21
Arkansas Financial Group
Arkansas
$2.3M 37,507 +1,299 +4%
FFN
22
Focus Financial Network
Minnesota
$2.11M 32,156 -657 -2%
OMC
23
Old Mission Capital
Illinois
$1.79M 29,149 +29,149 New
DBIA
24
Dumont & Blake Investment Advisors
New Jersey
$1.59M 25,896 +12,919 +100%
LOIP
25
Live Oak Investment Partners
Texas