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Invesco S&P 500 Equal Weight Industrials ETF

78 hedge funds and large institutions have $135M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+18
Holders Change %
+30%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
15
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.4M +$11.3M +415,160 +124%
TCM
2
Tradewinds Capital Management
Washington
$15.2M +$15.2M +560,095 New
Wells Fargo
3
Wells Fargo
California
$9.92M +$5.46M +201,150 +122%
NFC
4
Northeast Financial Consultants
Connecticut
$9.74M
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$6.41M -$313K -11,540 -5%
RJA
6
Raymond James & Associates
Florida
$6.3M +$1.99M +73,475 +46%
PF
7
Phoenix Financial
Israel
$5.85M +$5.85M +217,000 New
IMC Chicago
8
IMC Chicago
Illinois
$5.12M -$636K -23,460 -11%
Morgan Stanley
9
Morgan Stanley
New York
$5.05M +$592K +21,845 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.82M +$4.07M +150,020 +539%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.67M +$445K +16,420 +11%
UBS Group
12
UBS Group
Switzerland
$4.32M +$456K +16,800 +12%
SAM
13
SignalPoint Asset Management
Missouri
$3.93M -$37K -1,365 -0.9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.59M -$40.4K -1,490 -1%
Ameriprise
15
Ameriprise
Minnesota
$2.99M -$214K -7,885 -7%
LPL Financial
16
LPL Financial
California
$2.9M +$571K +21,060 +24%
UCFA
17
United Capital Financial Advisors
Texas
$2.51M -$70K -2,580 -3%
FF
18
Friedenthal Financial
New Jersey
$2.08M -$7.32K -270 -0.4%
SFSG
19
Sound Financial Strategies Group
Mississippi
$1.92M +$1.92M +70,750 New
Stifel Financial
20
Stifel Financial
Missouri
$1.37M +$156K +5,770 +13%
Lido Advisors
21
Lido Advisors
California
$1.3M -$163K -6,005 -11%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$1.15M
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.06M +$14.8K +545 +1%
CWA
24
Capital Wealth Alliance
Arizona
$883K +$883K +32,885 New
AG
25
Advisor Group
Arizona
$852K -$593K -21,830 -41%