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Invesco S&P 500 Equal Weight Materials ETF

86 hedge funds and large institutions have $144M invested in Invesco S&P 500 Equal Weight Materials ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$47.4M 1,410,000
Bank of America
2
Bank of America
North Carolina
$10.6M 314,342 -12,607 -4%
LPL Financial
3
LPL Financial
California
$9.97M 296,340 -16,228 -5%
AAS
4
Avantax Advisory Services
Texas
$7.94M 236,157 -70,335 -23%
OAM
5
Oppenheimer Asset Management
New York
$5.13M 152,547 -3,839 -2%
Morgan Stanley
6
Morgan Stanley
New York
$4.93M 146,440 +60,871 +71%
MIM
7
Miller Investment Management
Pennsylvania
$4.04M 120,000
CAN
8
Cetera Advisor Networks
California
$3.64M 108,184 -6,327 -6%
OPPS
9
Obsidian Personal Planning Solutions
Maryland
$3.62M 107,616 +3,247 +3%
FF
10
Friedenthal Financial
New Jersey
$3.22M 95,651 +2,993 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.78M 82,653 -8,582 -9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.63M 78,200 -2,083 -3%
UBS Group
13
UBS Group
Switzerland
$2.48M 73,644 -5,905 -7%
PSF
14
Pacific Sun Financial
California
$2.11M 62,645 -1,550 -2%
FGAM
15
Financial Gravity Asset Management
Texas
$1.91M 302 +43 +17%
Goldman Sachs
16
Goldman Sachs
New York
$1.85M 54,998 +40,994 +293%
MWM
17
Maltin Wealth Management
New Jersey
$1.59M 47,352 +1,435 +3%
MIH
18
Meitav Investment House
Israel
$1.5M 44,615 -920 -2%
SWP
19
Stratos Wealth Partners
Ohio
$1.49M 44,281 +44,281 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.4M 41,530 +740 +2%
PFM
21
Peak Financial Management
Massachusetts
$1.32M 39,185 -3,038 -7%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.18M 35,062 +33,524 +2,180%
BA
23
Bridge Advisory
California
$1.12M 33,439 -10,115 -23%
CWA
24
Capital Wealth Alliance
Arizona
$1.1M 32,714 +4,078 +14%
KeyBank National Association
25
KeyBank National Association
Ohio
$1.08M 32,179 +32,179 New