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Invesco S&P 500 Equal Weight Industrials ETF

121 hedge funds and large institutions have $327M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
55
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.3M +$2.16M +56,504 +6%
Morgan Stanley
2
Morgan Stanley
New York
$32.9M +$16.7M +435,779 +103%
MIH
3
Meitav Investment House
Israel
$29.1M +$3.62M +93,394 +14%
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.3M +$144K +3,701 +0.8%
AWM
5
Affinity Wealth Management
Delaware
$15.8M +$1.53M +40,036 +11%
Wells Fargo
6
Wells Fargo
California
$13.6M +$3.86M +100,863 +40%
DIP
7
Davis Investment Partners
North Carolina
$12.7M -$50.3M -1,336,433 -80%
LPL Financial
8
LPL Financial
California
$12.5M +$1.75M +45,739 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.5M +$5.43M +141,905 +107%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.85M +$4.51M +117,868 +85%
CCM
11
Carmel Capital Management
California
$6.81M -$49.8K -1,300 -0.7%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$6.43M +$1.95M +50,833 +43%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.3M +$4.21M +110,027 +202%
KAS
14
Kestra Advisory Services
Texas
$6.25M +$1.51M +39,427 +32%
KHLMTHM
15
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.15M +$31K +799 +0.5%
Ameriprise
16
Ameriprise
Minnesota
$6.12M -$428K -11,180 -7%
Goldman Sachs
17
Goldman Sachs
New York
$5.74M -$1.14M -29,820 -17%
OAM
18
Oppenheimer Asset Management
New York
$5.34M -$105K -2,752 -2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$5.29M +$5.29M +138,243 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.04M -$151K -3,947 -3%
AWM
21
AE Wealth Management
Kansas
$4.42M +$303K +7,920 +7%
FGAM
22
Financial Gravity Asset Management
Texas
$4.27M -$1.39M -251 -24%
PCH
23
PGIM Custom Harvest
New Jersey
$3.6M -$19.2K -502 -0.5%
UBS Group
24
UBS Group
Switzerland
$3.43M -$1.31M -34,176 -28%
NMG
25
New Millennium Group
Utah
$3.41M +$42.7K +1,115 +1%