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Invesco S&P 500 Equal Weight Industrials ETF

138 hedge funds and large institutions have $408M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
38
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$402K +$402K +8,858 New
SEIA
77
Signature Estate & Investment Advisors
California
$393K +$393K +8,664 New
SW
78
SteelPeak Wealth
California
$388K +$388K +8,550 New
KWM
79
Kingsview Wealth Management
Oregon
$379K +$64K +1,410 +20%
GWM
80
Geneos Wealth Management
Colorado
$378K +$182K +3,997 +92%
ML
81
McAdam LLC
Pennsylvania
$359K
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$347K -$4.13K -91 -1%
PTC
83
Private Trust Company
Ohio
$340K
CA
84
Clearstead Advisors
Ohio
$331K +$286K +6,290 +627%
Corient Private Wealth
85
Corient Private Wealth
Florida
$320K +$5.99K +132 +2%
JCM
86
Jacobi Capital Management
Pennsylvania
$318K
OCPWS
87
One Charles Private Wealth Services
Massachusetts
$314K
FWP
88
FAS Wealth Partners
Kansas
$313K
OIA
89
OneDigital Investment Advisors
Kansas
$300K -$11.4K -250 -4%
P
90
&Partners
Tennessee
$260K +$260K +5,730 New
SWM
91
Spire Wealth Management
Virginia
$254K -$3.22K -71 -1%
BAM
92
Belpointe Asset Management
Nevada
$251K -$16.5K -364 -6%
GFWA
93
Grey Fox Wealth Advisors
Delaware
$242K +$590 +13 +0.2%
DT
94
Diversified Trust
Tennessee
$233K
CIAS
95
Capital Investment Advisory Services
North Carolina
$231K +$545 +12 +0.2%
Mariner
96
Mariner
Kansas
$230K -$1.36K -30 -0.6%
PA
97
PFG Advisors
Arizona
$229K -$491K -10,814 -68%
WIA
98
World Investment Advisors
California
$225K -$6.81K -150 -3%
CFCI
99
Comprehensive Financial Consultants Institutional
Indiana
$224K +$25.1K +552 +13%
RC
100
Rovin Capital
Arizona
$220K -$13.7K -303 -6%