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Invesco S&P 500 Equal Weight Financials ETF

100 hedge funds and large institutions have $146M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
30
Reduced
36
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
$18.6M 257,298 +15,644 +6%
LPL Financial
2
LPL Financial
California
$9.28M 128,258 +14,602 +13%
NA
3
NewEdge Advisors
Louisiana
$8.64M 119,353 +2,928 +3%
JGCM
4
Joseph Group Capital Management
Ohio
$7.44M 102,788 -3,299 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.98M 82,601 +46,133 +127%
JPLA
6
Joseph P. Lucia & Associates
New York
$5.89M 81,395 -748 -0.9%
DIP
7
Davis Investment Partners
North Carolina
$5.32M 75,381 +528 +0.7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.16M 71,325 -4,345 -6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$4.68M 64,670 +33 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$4.66M 64,350 -504 -0.8%
ACG
11
Allen Capital Group
Nebraska
$3.96M 54,658 -1,422 -3%
PCH
12
PGIM Custom Harvest
New Jersey
$3.93M 54,344 -1,033 -2%
SAM
13
SignalPoint Asset Management
Missouri
$3.82M 52,846 -4,359 -8%
UBS Group
14
UBS Group
Switzerland
$3.1M 42,892 -1,096 -2%
BAAM
15
Baker Avenue Asset Management
California
$2.95M 40,807 +40,807 New
YWM
16
Yoder Wealth Management
California
$2.91M 40,243 +724 +2%
PAG
17
Private Advisor Group
New Jersey
$2.76M 38,182 -1,971 -5%
AFG
18
Arkansas Financial Group
Arkansas
$2.71M 37,501 -1,433 -4%
Wells Fargo
19
Wells Fargo
California
$2.63M 36,375 +693 +2%
FWM
20
ForthRight Wealth Management
Georgia
$2.34M 32,314 -3,853 -11%
FFN
21
Focus Financial Network
Minnesota
$1.67M 23,033 -4,100 -15%
Goldman Sachs
22
Goldman Sachs
New York
$1.61M 22,301 -1,141 -5%
SFP
23
Sandbox Financial Partners
Maryland
$1.51M 20,818 +2,031 +11%
LOIP
24
Live Oak Investment Partners
Texas
HighTower Advisors
25
HighTower Advisors
Illinois
$1.4M 19,388 +17 +0.1%