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Invesco S&P 500 Equal Weight Industrials ETF

84 hedge funds and large institutions have $234M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
32
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$107M +$21.3M +599,860 +25%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M +$3.18M +89,620 +37%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.8M -$91.7K -2,580 -0.8%
Ameriprise
4
Ameriprise
Minnesota
$9.15M +$1.73M +48,700 +23%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.89M +$4.18M +117,520 +89%
FMC
6
Financial Management Concepts
Florida
$8.72M -$3.23M -90,925 -27%
OAM
7
Oppenheimer Asset Management
New York
$7.61M +$179K +5,035 +2%
Wells Fargo
8
Wells Fargo
California
$6.29M +$883K +24,850 +16%
UBS Group
9
UBS Group
Switzerland
$5.03M +$425K +11,955 +9%
RJA
10
Raymond James & Associates
Florida
$4.51M -$1.25M -35,180 -22%
SAM
11
SignalPoint Asset Management
Missouri
$3.68M -$395K -11,130 -10%
EFSCE
12
Enterprise Financial Services Corp (EFSC)
Missouri
$3.49M -$78.7K -2,215 -2%
LPL Financial
13
LPL Financial
California
$3.46M -$1.21M -34,070 -26%
MAP
14
Milestone Advisory Partners
North Carolina
$3.45M +$545K +15,340 +19%
UCFA
15
United Capital Financial Advisors
Texas
$3.28M +$11.5K +325 +0.4%
JIR
16
James Investment Research
Ohio
$2.93M -$1.28M -36,065 -30%
MWM
17
MinichMacGregor Wealth Management
New York
$2.83M +$34.5K +970 +1%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$2.32M +$1.23M +34,480 +113%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.95M -$67.1K -1,890 -3%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$1.79M +$1.79M +50,490 New
AFS
21
Access Financial Services
Minnesota
$1.75M +$276K +7,755 +19%
BMCM
22
Burns Matteson Capital Management
New York
$1.74M +$11.7K +330 +0.7%
Truist Financial
23
Truist Financial
North Carolina
$1.71M -$116K -3,265 -6%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.53M +$1.27M +35,720 +488%
FHC
25
First Heartland Consultants
Missouri
$1.53M +$1.53M +42,945 New