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Invesco S&P 500 Equal Weight Materials ETF

55 hedge funds and large institutions have $169M invested in Invesco S&P 500 Equal Weight Materials ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $101M → $169M (+$67.5M)

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

28% more funds holding

Funds holding: 4355 (+12)

89.58% less ownership

Funds ownership: 279.83%190.25% (-90%)

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
15
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
26
Asset Planning Services (Pennsylvania)
Pennsylvania
$565K -$169K -6,495 -24%
CAN
27
Cetera Advisor Networks
California
$521K -$22.5K -865 -4%
RIA
28
Regal Investment Advisors
Michigan
$509K +$474K +18,240 New
Wells Fargo
29
Wells Fargo
California
$440K +$89.1K +3,425 +28%
UBS Group
30
UBS Group
Switzerland
$415K -$520 -20 -0.1%
MCC
31
Money Concepts Capital
Florida
$376K +$351K +13,480 New
HFM
32
Hartford Financial Management
Connecticut
$338K
Citadel Advisors
33
Citadel Advisors
Florida
$328K +$306K +11,780 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$326K -$84.4K -3,245 -22%
RJA
35
Raymond James & Associates
Florida
$323K +$301K +11,570 New
Truist Financial
36
Truist Financial
North Carolina
$320K +$299K +11,490 New
MML Investors Services
37
MML Investors Services
Massachusetts
$291K +$8.71K +335 +3%
FLPIM
38
F.L. Putnam Investment Management
Massachusetts
$287K
KAS
39
Kestra Advisory Services
Texas
$222K +$207K +7,975 New
Stifel Financial
40
Stifel Financial
Missouri
$211K +$197K +7,565 New
PAG
41
Private Advisor Group
New Jersey
$206K +$192K +7,375 New
APA
42
American Portfolios Advisors
New York
$184K +$130 +5 +0.1%
AWA
43
Arkadios Wealth Advisors
Georgia
$149K +$260 +10 +0.2%
CF
44
Centaurus Financial
California
$147K +$137K +5,280 New
LS
45
Leelyn Smith
Illinois
$52K
Citigroup
46
Citigroup
New York
$42K
US Bancorp
47
US Bancorp
Minnesota
$37K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$31K
BW
49
Bison Wealth
Georgia
$24K
CFA
50
Carroll Financial Associates
North Carolina
$18K