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Invesco S&P 500 Equal Weight Industrials ETF

101 hedge funds and large institutions have $165M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
26
Reduced
36
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
$34.9M -$2.01M -56,365 -5%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M -$24.4K -685 -0.2%
DIP
3
Davis Investment Partners
North Carolina
$10.4M +$10.4M +268,505 New
Ameriprise
4
Ameriprise
Minnesota
$8.37M -$1.49M -41,590 -15%
LPL Financial
5
LPL Financial
California
$7.4M -$358K -10,050 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.27M +$5.11M +143,395 +441%
CCM
7
Carmel Capital Management
California
$6.07M +$49K +1,375 +0.8%
Wells Fargo
8
Wells Fargo
California
$5.82M +$66.9K +1,875 +1%
UBS Group
9
UBS Group
Switzerland
$5.2M -$101K -2,840 -2%
OAM
10
Oppenheimer Asset Management
New York
$5.19M -$3.2M -89,790 -38%
FIM
11
Freedom Investment Management
Connecticut
$4.73M -$258K -7,225 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.5M -$49.9K -1,400 -1%
PCH
13
PGIM Custom Harvest
New Jersey
$4.18M +$4.18M +117,335 New
JWM
14
Jackson Wealth Management
Florida
$3.98M +$3.98M +111,580 New
SAM
15
SignalPoint Asset Management
Missouri
$2.64M -$49K -1,375 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.64M +$1.12M +31,445 +74%
MAP
17
Milestone Advisory Partners
North Carolina
$2.23M -$116K -3,250 -5%
JPLA
18
Joseph P. Lucia & Associates
New York
$2.22M +$156K +4,375 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.99M -$540K -15,145 -21%
CWA
20
Choice Wealth Advisors
Maine
$1.73M -$6.77K -190 -0.4%
BMCM
21
Burns Matteson Capital Management
New York
$1.71M -$18.4K -515 -1%
IGWM
22
ICA Group Wealth Management
Colorado
$1.54M +$1.54M +43,165 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$1.47M -$56.9K -1,595 -4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.29M +$1.29M +36,035 New
OC
25
Oppenheimer & Co
New York
$1.28M +$1.04M +29,175 +443%