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Invesco S&P 500 Equal Weight Industrials ETF

90 hedge funds and large institutions have $133M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
30
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$32.1M -$3.12M -100,630 -9%
Morgan Stanley
2
Morgan Stanley
New York
$11.2M -$103K -3,315 -0.9%
Ameriprise
3
Ameriprise
Minnesota
$8.54M +$4M +129,085 +88%
OAM
4
Oppenheimer Asset Management
New York
$7.29M +$13.8K +445 +0.2%
LPL Financial
5
LPL Financial
California
$6.74M -$1.18M -38,100 -15%
CCM
6
Carmel Capital Management
California
$5.23M +$60.4K +1,950 +1%
Wells Fargo
7
Wells Fargo
California
$5M -$2.3M -74,215 -32%
UBS Group
8
UBS Group
Switzerland
$4.61M +$52.4K +1,690 +1%
FIM
9
Freedom Investment Management
Connecticut
$4.34M +$68.2K +2,200 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.96M -$67.9K -2,190 -2%
IMC Chicago
11
IMC Chicago
Illinois
$2.94M -$84.4K -2,725 -3%
Prudential Financial
12
Prudential Financial
New Jersey
$2.71M -$13.9M -428,855 -84%
Citadel Advisors
13
Citadel Advisors
Florida
$2.35M +$684K +22,080 +41%
SAM
14
SignalPoint Asset Management
Missouri
$2.34M -$86.3K -2,785 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.2M -$2.6M -83,905 -54%
MAP
16
Milestone Advisory Partners
North Carolina
$2.04M +$1.81M +58,515 +816%
JPLA
17
Joseph P. Lucia & Associates
New York
$1.8M -$116K -3,745 -6%
CWA
18
Choice Wealth Advisors
Maine
$1.51M +$1.51M +48,645 New
BMCM
19
Burns Matteson Capital Management
New York
$1.5M -$1.7K -55 -0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.47M +$1.12M +36,035 +319%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$42.6K -1,375 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.32M +$188K +6,080 +17%
AFS
23
Access Financial Services
Minnesota
$1.14M +$4.03K +130 +0.4%
Goldman Sachs
24
Goldman Sachs
New York
$1.12M +$1.12M +36,035 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.01M +$92.7K +2,990 +10%