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Invesco S&P 500 Equal Weight Materials ETF

85 hedge funds and large institutions have $138M invested in Invesco S&P 500 Equal Weight Materials ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 75 increasing their positions, 1 reducing their positions, and 14 closing their positions.

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
75
Reduced
1
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$43.7M 1,410,000 +1,128,000 +400%
Bank of America
2
Bank of America
North Carolina
$10.1M 326,949 +257,676 +372%
LPL Financial
3
LPL Financial
California
$9.7M 312,568 +249,465 +395%
AAS
4
Avantax Advisory Services
Texas
$9.51M 306,492 +242,876 +382%
OAM
5
Oppenheimer Asset Management
New York
$4.85M 156,386 +114,939 +277%
MIM
6
Miller Investment Management
Pennsylvania
$3.72M 120,000 +96,000 +400%
CAN
7
Cetera Advisor Networks
California
$3.55M 114,511 +90,809 +383%
OPPS
8
Obsidian Personal Planning Solutions
Maryland
$3.24M 104,369 +85,908 +465%
FF
9
Friedenthal Financial
New Jersey
$2.87M 92,658 +74,594 +413%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.83M 91,235 +72,394 +384%
Morgan Stanley
11
Morgan Stanley
New York
$2.65M 85,569 +69,731 +440%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.49M 80,283 +65,074 +428%
UBS Group
13
UBS Group
Switzerland
$2.47M 79,549 +56,510 +245%
PSF
14
Pacific Sun Financial
California
$1.99M 64,195 +51,166 +393%
FGAM
15
Financial Gravity Asset Management
Texas
$1.91M 259 +97 +60%
MWM
16
Maltin Wealth Management
New Jersey
$1.42M 45,917 +36,959 +413%
MIH
17
Meitav Investment House
Israel
$1.42M 45,535 +36,419 +400%
BA
18
Bridge Advisory
California
$1.35M 43,554 +34,450 +378%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$1.32M 42,705 +21,487 +101%
PFM
20
Peak Financial Management
Massachusetts
$1.31M 42,223 +33,803 +401%
FTUS
21
Flow Traders U.S.
New York
$1.28M 41,206 +30,483 +284%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.27M 40,790 +32,000 +364%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.03M 33,153 +24,644 +290%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$913K 29,429 +15,989 +119%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$911K 29,389 +17,367 +144%