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Invesco S&P 500 Equal Weight Industrials ETF

132 hedge funds and large institutions have $413M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
48
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.2M +$31.2M +724,033 +84%
Bank of America
2
Bank of America
North Carolina
$43.7M +$536K +12,442 +1%
MIH
3
Meitav Investment House
Israel
$40.9M +$8.45M +196,000 +26%
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$25.5M +$6.25M +145,070 +33%
AWM
5
Affinity Wealth Management
Delaware
$22.7M +$4.9M +113,751 +28%
LPL Financial
6
LPL Financial
California
$14.5M +$449K +10,421 +3%
DIP
7
Davis Investment Partners
North Carolina
$13.9M -$258K -6,148 -2%
Wells Fargo
8
Wells Fargo
California
$12.3M -$3.08M -71,473 -20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.1M +$30.3K +702 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$10.9M +$3.98M +92,300 +58%
KHLMTHM
11
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.02M +$2.19M +50,930 +32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.81M +$724K +16,804 +10%
CCM
13
Carmel Capital Management
California
$7.67M
KAS
14
Kestra Advisory Services
Texas
$7.33M +$296K +6,862 +4%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$7.13M -$113K -2,619 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.82M -$5.03M -116,661 -42%
Goldman Sachs
17
Goldman Sachs
New York
$6.47M
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$5.92M -$35.7K -827 -0.6%
OAM
19
Oppenheimer Asset Management
New York
$5.88M -$130K -3,006 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.81M +$142K +3,296 +3%
FGAM
21
Financial Gravity Asset Management
Texas
$4.28M +$599K +126 +16%
PCH
22
PGIM Custom Harvest
New Jersey
$3.6M -$455K -10,553 -11%
UBS Group
23
UBS Group
Switzerland
$3.37M -$493K -11,441 -13%
SAM
24
SignalPoint Asset Management
Missouri
$3.13M -$26.9K -623 -0.8%
TA
25
TKG Advisors
Indiana
$3.02M +$3.02M +70,046 New