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Invesco S&P 500 Equal Weight Industrials ETF

132 hedge funds and large institutions have $413M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
48
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
76
Private Trust Company
Ohio
$323K
JCM
77
Jacobi Capital Management
Pennsylvania
$302K -$12.9K -300 -4%
CFCI
78
Comprehensive Financial Consultants Institutional
Indiana
$300K +$26.1K +605 +10%
OCPWS
79
One Charles Private Wealth Services
Massachusetts
$299K
OIA
80
OneDigital Investment Advisors
Kansas
$296K
Corient Private Wealth
81
Corient Private Wealth
Florida
$292K -$249K -5,766 -46%
Mariner
82
Mariner
Kansas
$291K +$291K +6,744 New
RC
83
Rovin Capital
Arizona
$280K +$43 +1 +0%
CBFP
84
Cedar Brook Financial Partners
Ohio
$274K +$3.61K +85 +1%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$266K -$264K -6,113 -50%
APA
86
Astoria Portfolio Advisors
New York
$261K +$261K +5,952 New
MML Investors Services
87
MML Investors Services
Massachusetts
$247K +$247K +5,737 New
GRP
88
Global Retirement Partners
California
$242K +$242K +5,763 New
CAN
89
Cetera Advisor Networks
California
$242K -$431 -10 -0.2%
BAM
90
Belpointe Asset Management
Nevada
$241K -$27.4K -635 -10%
SWM
91
Spire Wealth Management
Virginia
$241K +$766 +18 +0.3%
PS
92
Principal Securities
Iowa
$229K +$229K +5,302 New
GFWA
93
Grey Fox Wealth Advisors
Delaware
$229K +$690 +16 +0.3%
DT
94
Diversified Trust
Tennessee
$221K +$221K +5,125 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$218K +$733 +17 +0.3%
NPFS
96
Novak & Powell Financial Services
Florida
$215K +$215K +4,995 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$208K
TRCT
98
Tower Research Capital (TRC)
New York
$194K +$2.33K +54 +1%
GWM
99
Geneos Wealth Management
Colorado
$187K +$1.85K +43 +1%
IGWM
100
ICA Group Wealth Management
Colorado
$185K -$2.09M -48,466 -92%