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Invesco S&P 500 Equal Weight Industrials ETF

111 hedge funds and large institutions have $199M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
42
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFG Advisory
Georgia
$417K -$94K -2,505 -18%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$407K +$407K +10,840 New
HighTower Advisors
53
HighTower Advisors
Illinois
$399K -$4.67K -125 -1%
AA
54
Advisory Alpha
Michigan
$390K -$9.76K -260 -2%
TRCT
55
Tower Research Capital (TRC)
New York
$342K +$256K +6,815 +297%
Stifel Financial
56
Stifel Financial
Missouri
$337K +$48K +1,280 +17%
FFN
57
Focus Financial Network
Minnesota
$322K +$12.9K +345 +4%
AWA
58
Arkadios Wealth Advisors
Georgia
$322K +$21.8K +580 +7%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$321K +$16.5K +440 +5%
ML
60
McAdam LLC
Pennsylvania
$297K
WWM
61
Western Wealth Management
Colorado
$288K
OCPWS
62
One Charles Private Wealth Services
Massachusetts
$285K -$25.7K -685 -8%
JCM
63
Jacobi Capital Management
Pennsylvania
$274K
PTC
64
Private Trust Company
Ohio
$257K +$257K +7,255 New
OIA
65
OneDigital Investment Advisors
Kansas
$247K -$63.8K -1,700 -21%
BAM
66
Belpointe Asset Management
Nevada
$246K -$3.38K -90 -1%
Corient Private Wealth
67
Corient Private Wealth
Florida
$244K +$33K +880 +16%
SI
68
Stephens Inc
Arkansas
$233K +$233K +6,215 New
YWM
69
Yoder Wealth Management
California
$214K +$214K +5,700 New
CAN
70
Cetera Advisor Networks
California
$212K +$212K +5,640 New
SWM
71
Spire Wealth Management
Virginia
$211K -$6.75K -180 -3%
Mariner
72
Mariner
Kansas
$208K +$208K +5,540 New
Truist Financial
73
Truist Financial
North Carolina
$202K +$202K +5,380 New
GFWA
74
Grey Fox Wealth Advisors
Delaware
$197K +$563 +15 +0.3%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$191K +$97.2K +2,590 +104%