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Invesco S&P 500 Equal Weight Materials ETF

84 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Materials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 48.54%47.64% (-0.9%)

7% less funds holding

Funds holding: 9084 (-6)

8% less capital invested

Capital invested by funds: $142M → $131M (-$11.4M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
25
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
76
Mark Sheptoff Financial Planning
Connecticut
$9.14K +$9.4K +265 New
HR
77
Howe & Rusling
New York
$7.14K
PA
78
PSI Advisors
Florida
$6.38K
FFA
79
Founders Financial Alliance
North Carolina
$4.31K
NA
80
NewEdge Advisors
Louisiana
$3.81K +$3.94K +111 New
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$2.86K -$2.69K -76 -48%
GIA
82
GHP Investment Advisors
Colorado
$1.21K
FGAM
83
Financial Gravity Asset Management
Texas
$414 -$4.18K -118 -91%
TH
84
TCTC Holdings
Texas
$345 +$355 +10 New
FHC
85
First Heartland Consultants
Missouri
$289 +$13.9K +391 +5%
MIM
86
Miller Investment Management
Pennsylvania
-$4.36M -120,000 Closed
CMP
87
Courage Miller Partners
Virginia
-$2.1M -57,734 Closed
JIP
88
Jaffetilchin Investment Partners
Florida
-$348K -9,587 Closed
WAM
89
Worth Asset Management
Texas
-$324K -8,930 Closed
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
-$293K -8,085 Closed
FIM
91
Freedom Investment Management
Connecticut
-$217K -5,978 Closed
PWM
92
Perigon Wealth Management
California
-$206K -5,669 Closed
AWA
93
Arkadios Wealth Advisors
Georgia
-$206K -5,657 Closed
TLA
94
Tanglewood Legacy Advisors
Texas
-$38.7K -1,065 Closed
PA
95
Parallel Advisors
California
-$18.3K -505 Closed