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Invesco S&P 500 Equal Weight Industrials ETF

106 hedge funds and large institutions have $308M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
42
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$63.6M +$2.21M +55,835 +4%
LPL Financial
2
LPL Financial
California
$52.6M +$414K +10,460 +0.8%
GI
3
Gradient Investments
Minnesota
$42.9M +$42.8M +1,083,055 +47,712%
Morgan Stanley
4
Morgan Stanley
New York
$19.1M +$1.5M +37,885 +9%
FMC
5
Financial Management Concepts
Florida
$9.44M -$591K -14,940 -6%
OAM
6
Oppenheimer Asset Management
New York
$9.37M +$169K +4,265 +2%
Ameriprise
7
Ameriprise
Minnesota
$7.74M +$34K +860 +0.4%
RJA
8
Raymond James & Associates
Florida
$6.83M +$279K +7,050 +4%
UBS Group
9
UBS Group
Switzerland
$6.63M +$390K +9,875 +6%
CCM
10
Carmel Capital Management
California
$6.46M +$6.46M +163,290 New
Wells Fargo
11
Wells Fargo
California
$6.2M -$908K -22,975 -13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.73M -$214K -5,410 -4%
MWM
13
MinichMacGregor Wealth Management
New York
$4.38M +$635K +16,060 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.01M -$54.2K -1,370 -1%
MAP
15
Milestone Advisory Partners
North Carolina
$3.99M -$512K -12,940 -11%
EFSCE
16
Enterprise Financial Services Corp (EFSC)
Missouri
$3.57M -$212K -5,370 -6%
UCFA
17
United Capital Financial Advisors
Texas
$3.54M -$208K -5,250 -6%
SAM
18
SignalPoint Asset Management
Missouri
$2.86M -$1.14M -28,925 -29%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.85M -$127K -3,220 -4%
FIM
20
Freedom Investment Management
Connecticut
$2.73M +$2.23M +56,345 +441%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.71M -$425K -10,755 -14%
EFA
22
Evernest Financial Advisors
Indiana
$2.55M +$2.55M +287,595 New
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$2.33M +$403K +10,130 +21%
CWA
24
Choice Wealth Advisors
Maine
$2.09M +$402K +10,160 +24%
BMCM
25
Burns Matteson Capital Management
New York
$1.92M -$12.1K -305 -0.6%