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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
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$48.6M
Bank of America
2
Bank of America
North Carolina
$11.4M +$40.8K +1,151 +0.3%
AAS
3
Avantax Advisory Services
Texas
$7.9M -$62.7K -1,769 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.4M +$4.23M +119,409 +322%
OPPS
5
Obsidian Personal Planning Solutions
Maryland
$4.31M +$208K +5,856 +5%
VWM
6
Valley Wealth Managers
New Jersey
$4.21M +$4.33M +122,188 New
LPL Financial
7
LPL Financial
California
$4.2M -$116K -3,261 -3%
FF
8
Friedenthal Financial
New Jersey
$3.46M +$45K +1,270 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.81M -$870K -24,536 -23%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.73M +$58.7K +1,656 +2%
Morgan Stanley
11
Morgan Stanley
New York
$2.25M +$183K +5,157 +9%
PSF
12
Pacific Sun Financial
California
$2.13M -$24.8K -700 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.99M -$478K -13,491 -19%
MWM
14
Maltin Wealth Management
New Jersey
$1.97M +$163K +4,593 +9%
Goldman Sachs
15
Goldman Sachs
New York
$1.72M +$18.9K +534 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.51M +$1.11M +31,404 +253%
PFM
17
Peak Financial Management
Massachusetts
$1.27M -$42.1K -1,187 -3%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$1.24M -$17K -480 -1%
SWP
19
Stratos Wealth Partners
Ohio
$1.23M -$463K -13,071 -27%
MIH
20
Meitav Investment House
Israel
$1.13M
SAM
21
SignalPoint Asset Management
Missouri
$951K -$6.52K -184 -0.7%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$898K -$50K -1,409 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$875K +$83.1K +2,343 +10%
CAL
24
Capital Analysts LLC
Pennsylvania
$822K -$23.9K -674 -3%
BA
25
Bridge Advisory
California
$789K -$87.3K -2,461 -10%