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Invesco S&P 500 Equal Weight Financials ETF

94 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
27
Reduced
39
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
$16.7M 241,654 -3,058 -1%
NA
2
NewEdge Advisors
Louisiana
$8.03M 116,425 +5,239 +5%
LPL Financial
3
LPL Financial
California
$7.84M 113,656 -23,495 -17%
JGCM
4
Joseph Group Capital Management
Ohio
$7.32M 106,087 +3,469 +3%
JPLA
5
Joseph P. Lucia & Associates
New York
$5.67M 82,143 +896 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.22M 75,670 -12,662 -14%
DIP
7
Davis Investment Partners
North Carolina
$5.14M 74,853 -1,540 -2%
Morgan Stanley
8
Morgan Stanley
New York
$4.47M 64,854 -30 -0%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$4.46M 64,637 +36 +0.1%
SAM
10
SignalPoint Asset Management
Missouri
$3.94M 57,205 -2,260 -4%
ACG
11
Allen Capital Group
Nebraska
$3.87M 56,080 -771 -1%
PCH
12
PGIM Custom Harvest
New Jersey
$3.82M 55,377 -7,463 -12%
UBS Group
13
UBS Group
Switzerland
$3.03M 43,988 -3,516 -7%
PAG
14
Private Advisor Group
New Jersey
$2.77M 40,153 +1,132 +3%
YWM
15
Yoder Wealth Management
California
$2.73M 39,519 +827 +2%
AFG
16
Arkansas Financial Group
Arkansas
$2.69M 38,934 +1,427 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.52M 36,468 -13,584 -27%
FWM
18
ForthRight Wealth Management
Georgia
$2.5M 36,167 -2,026 -5%
Wells Fargo
19
Wells Fargo
California
$2.46M 35,682 -6,056 -15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.03M 29,460 +11,224 +62%
FFN
21
Focus Financial Network
Minnesota
$1.87M 27,133 -5,023 -16%
Goldman Sachs
22
Goldman Sachs
New York
$1.62M 23,442 +1,742 +8%
LOIP
23
Live Oak Investment Partners
Texas
WAM
24
Walker Asset Management
Missouri
$1.34M 19,392 -1,669 -8%
FFWA
25
FRG Family Wealth Advisors
Washington
$1.34M 19,365