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Invesco S&P 500 Equal Weight Materials ETF

78 hedge funds and large institutions have $111M invested in Invesco S&P 500 Equal Weight Materials ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% less ownership

Funds ownership: 46.94%45.92% (-1%)

7% less funds holding

Funds holding: 8478 (-6)

17% less capital invested

Capital invested by funds: $135M → $111M (-$23.3M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$45.9M
Bank of America
2
Bank of America
North Carolina
$9.39M -$1.48M -41,308 -13%
AAS
3
Avantax Advisory Services
Texas
$6.58M -$880K -24,550 -11%
Morgan Stanley
4
Morgan Stanley
New York
$5.83M +$3.35M +93,393 +109%
OPPS
5
Obsidian Personal Planning Solutions
Maryland
$4.76M +$41.4K +1,154 +0.8%
LPL Financial
6
LPL Financial
California
$4.43M -$6.53M -182,190 -57%
FF
7
Friedenthal Financial
New Jersey
$3.42M -$2.01K -56 -0.1%
TLP
8
Trinity Legacy Partners
Texas
$3.08M +$3.39M +94,566 New
Raymond James Financial
9
Raymond James Financial
Florida
$2.87M +$3.16M +88,213 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.99M -$266K -7,410 -11%
PSF
11
Pacific Sun Financial
California
$1.98M -$25.1K -700 -1%
MWM
12
Maltin Wealth Management
New Jersey
$1.91M -$1.25K -35 -0.1%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.49M -$91.2K -2,543 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.3M +$50K +1,396 +4%
MIH
15
Meitav Investment House
Israel
$1.07M
PFM
16
Peak Financial Management
Massachusetts
$1.02M -$151K -4,203 -12%
PAG
17
Private Advisor Group
New Jersey
$889K +$170K +4,731 +21%
SAM
18
SignalPoint Asset Management
Missouri
$840K -$69.5K -1,939 -7%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$790K -$63.9K -1,783 -7%
MML Investors Services
20
MML Investors Services
Massachusetts
$704K +$46.8K +1,306 +6%
Citadel Advisors
21
Citadel Advisors
Florida
$680K +$749K +20,885 New
Wells Fargo
22
Wells Fargo
California
$668K +$90.3K +2,518 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$662K +$3.91K +109 +0.5%
CFD
24
Creative Financial Designs
Indiana
$560K +$97.5K +2,719 +19%
UBS Group
25
UBS Group
Switzerland
$534K -$39.5K -1,101 -6%