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Invesco S&P 500 Equal Weight Materials ETF
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Overview Fund Activity

98 hedge funds and large institutions have $172M invested in Invesco S&P 500 Equal Weight Materials ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
30
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisory Group
Washington
$2.13M
2
UBS Group
2
UBS Group
Switzerland
$4.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.97M
4
AAS
4
Avantax Advisory Services
Texas
$10.7M
5
Wells Fargo
5
Wells Fargo
California
$5.29M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$221K
2
Citadel Advisors
2
Citadel Advisors
Florida
$936K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.04M
4
Ameriprise
4
Ameriprise
Minnesota
$792K
5
FIM
5
Freedom Investment Management
Connecticut
$844K
Name Market Value Shares Shares
Change 		Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$45.9M 282,000 – –
Bank of America
2
Bank of America
North Carolina
$15.8M 96,862 -926 -0.9%
LPL Financial
3
LPL Financial
California
$11.9M 73,250 +208 +0.3%
AAS
4
Avantax Advisory Services
Texas
$10.7M 65,694 +7,841 +14%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$9.35M 57,452 -730 -1%
OAM
6
Oppenheimer Asset Management
New York
$6.83M 41,947 +383 +0.9%
Wells Fargo
7
Wells Fargo
California
$5.29M 32,478 +3,600 +12%
UBS Group
8
UBS Group
Switzerland
$4.3M 26,417 +12,524 +90%
Morgan Stanley
9
Morgan Stanley
New York
$3.97M 24,396 +10,951 +81%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.94M 24,196 +442 +2%
CAN
11
Cetera Advisor Networks
California
$3.91M 24,028 -1,582 -6%
MIM
12
Miller Investment Management
Pennsylvania
$3.91M 24,000 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.86M 23,727 +61 +0.3%
OPPS
14
Obsidian Personal Planning Solutions
Maryland
$2.88M 17,707 +46 +0.3%
FF
15
Friedenthal Financial
New Jersey
$2.8M 17,190 +845 +5%
PAG
16
Private Advisory Group
Washington
$2.13M 13,089 +13,089 New
BA
17
Bridge Advisory
California
$1.5M 9,225 -337 -4%
MIH
18
Meitav Investment House
Israel
$1.48M 9,153 -121 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.46M 8,955 -1,808 -17%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$1.44M 8,822 -695 -7%
RJA
21
Raymond James & Associates
Florida
$1.43M 8,787 -97 -1%
MWM
22
Maltin Wealth Management
New Jersey
$1.42M 8,749 +569 +7%
PFM
23
Peak Financial Management
Massachusetts
$1.41M 8,680 -347 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.08M 6,639 -2,858 -30%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.04M 6,361 -10,864 -63%
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