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Invesco S&P 500 Equal Weight Industrials ETF

74 hedge funds and large institutions have $230M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+18
Holders Change %
+32.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
23
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76.2M +$9.7M +306,915 +15%
GI
2
Gradient Investments
Minnesota
$47.5M -$335K -12,435 -0.7%
FMC
3
Financial Management Concepts
Florida
$10.6M +$10.6M +336,345 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.68M +$5.17M +163,590 +115%
Morgan Stanley
5
Morgan Stanley
New York
$7.75M +$1.4M +44,455 +22%
OAM
6
Oppenheimer Asset Management
New York
$6.61M -$347K -10,980 -5%
Ameriprise
7
Ameriprise
Minnesota
$6.59M +$3.82M +121,235 +138%
RJA
8
Raymond James & Associates
Florida
$5.12M +$1.58M +49,885 +44%
Wells Fargo
9
Wells Fargo
California
$4.81M +$834K +26,405 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.19M -$2.87M -90,780 -41%
LPL Financial
11
LPL Financial
California
$4.16M +$1.4M +44,170 +51%
UBS Group
12
UBS Group
Switzerland
$4.09M +$799K +25,280 +24%
JIR
13
James Investment Research
Ohio
$3.75M +$3.75M +118,635 New
SAM
14
SignalPoint Asset Management
Missouri
$3.62M -$244K -7,710 -6%
EFSCE
15
Enterprise Financial Services Corp (EFSC)
Missouri
$3.17M -$176K -5,565 -5%
UCFA
16
United Capital Financial Advisors
Texas
$2.9M +$45.7K +1,445 +2%
MAP
17
Milestone Advisory Partners
North Carolina
$2.58M +$2.58M +81,620 New
MWM
18
MinichMacGregor Wealth Management
New York
$2.49M +$2.49M +78,670 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.8M -$540K -17,075 -23%
IMC Chicago
20
IMC Chicago
Illinois
$1.71M -$1.04M -33,050 -38%
Truist Financial
21
Truist Financial
North Carolina
$1.63M +$1.63M +51,460 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.54M +$8.53K +270 +0.6%
BMCM
23
Burns Matteson Capital Management
New York
$1.53M +$1.53M +48,500 New
SIA
24
SkyView Investment Advisors
New Jersey
$1.47M +$1.47M +46,645 New
APA
25
American Portfolios Advisors
New York
$1.44M +$1.41M +44,610 +4,984%