RSPF Institutional Ownership
Invesco S&P 500 Equal Weight Financials ETF
1W: -2.3%
1M: -8.0%
3M: -5.3%
YTD: -1.2%
1Y: +0.5%
3Y: +59.3%
5Y: +34.7%
$77.48
-0.19 (-0.24%)
Weekly Expected Move ±1.9%
$75
$76
$77
$79
$80
Overview
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Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Top Institutional Holders (104 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 252,117 | $20M | +6,433 | +2.6% | 14Q | SEC ↗ |
| 2 | Joseph Group Capital Management | 107,983 | $8M | +2,210 | +2.1% | 9Q | SEC ↗ |
| 3 | MORGAN STANLEY | 99,324 | $8M | +35,407 | +55.4% | 32Q | SEC ↗ |
| 4 | Joseph P. Lucia & Associates, LLC | 78,825 | $6M | -828 | -1.0% | 29Q | SEC ↗ |
| 5 | Davis Investment Partners, LLC | 66,324 | $5M | +75 | +0.1% | 14Q | SEC ↗ |
| 6 | LPL Financial LLC | 65,924 | $5M | -22,426 | -25.4% | 32Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 62,748 | $5M | -1,852 | -2.9% | 8Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 53,849 | $4M | -56,174 | -51.1% | 9Q | SEC ↗ |
| 9 | Allen Capital Group, LLC | 51,087 | $4M | -824 | -1.6% | 13Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 50,105 | $4M | -993 | -1.9% | 5Q | SEC ↗ |
| 11 | Yoder Wealth Management, Inc. | 44,502 | $3M | +1,250 | +2.9% | 13Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 44,431 | $3M | -9,231 | -17.2% | 32Q | SEC ↗ |
| 13 | UBS Group AG | 41,288 | $3M | -14,762 | -26.3% | 32Q | SEC ↗ |
| 14 | PGIM Custom Harvest LLC | 39,208 | $3M | -490 | -1.2% | 14Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 37,425 | $3M | +12,725 | +51.5% | 14Q | SEC ↗ |
| 16 | ARKANSAS FINANCIAL GROUP, INC. | 36,111 | $3M | +223 | +0.6% | 22Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 32,038 | $2M | -118,646 | -78.7% | 14Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 30,735 | $2M | +13,275 | +76.0% | 15Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 26,194 | $2M | +9,331 | +55.3% | 6Q | SEC ↗ |
| 20 | Ausdal Financial Partners, Inc. | 22,740 | $2M | +381 | +1.7% | 6Q | SEC ↗ |
| 21 | Walker Asset Management, LLC | 21,765 | $2M | +1,344 | +6.6% | 17Q | SEC ↗ |
| 22 | Sunbelt Securities, Inc. | 20,838 | $2M | +1,752 | +9.2% | 18Q | SEC ↗ |
| 23 | HARBOUR INVESTMENTS, INC. | 19,272 | $1M | +3,454 | +21.8% | 16Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 17,949 | $1M | -1,471 | -7.6% | 19Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 17,910 | $1M | -53 | -0.3% | 32Q | SEC ↗ |
| 26 | TWO SIGMA INVESTMENTS, LP NEW | 17,000 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Hills Bank & Trust Co | 16,898 | $1M | +8,169 | +93.6% | 2Q | SEC ↗ |
| 28 | Arkadios Wealth Advisors | 16,897 | $1M | -771 | -4.4% | 4Q | SEC ↗ |
| 29 | Focus Financial Network, Inc. | 14,866 | $1M | -2,949 | -16.6% | 9Q | SEC ↗ |
| 30 | SILVER OAK SECURITIES, INCORPORATED | 14,232 | $1M | -4 | -0.0% | 5Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 14,058 | $1M | -1,615 | -10.3% | 32Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 13,059 | $1M | +8,974 | +219.7% | 20Q | SEC ↗ |
| 33 | Pacific Sun Financial Corp | 12,850 | $996K | +680 | +5.6% | 12Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 12,471 | $966K | +396 | +3.3% | 9Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 11,545 | $895K | -1,860 | -13.9% | 25Q | SEC ↗ |
| 36 | Lido Advisors, LLC | 11,526 | $893K | +452 | +4.1% | 22Q | SEC ↗ |
| 37 | FRG Family Wealth Advisors LLC | 11,375 | $881K | -5,285 | -31.7% | 32Q | SEC ↗ |
| 38 | MAI Capital Management | 10,846 | $840K | +7 | +0.1% | 6Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 10,543 | $817K | -4,411 | -29.5% | 32Q | SEC ↗ |
| 40 | PERRYMAN FINANCIAL ADVISORY INC /AD | 10,414 | $807K | +144 | +1.4% | 2Q | SEC ↗ |
| 41 | EVOKE WEALTH, LLC | 10,029 | $777K | — | +0.0% | 2Q | SEC ↗ |
| 42 | Creative Planning | 7,919 | $614K | -1,296 | -14.1% | 20Q | SEC ↗ |
| 43 | Kestra Advisory Services, LLC | 7,916 | $613K | -6,901 | -46.6% | 20Q | SEC ↗ |
| 44 | Friedenthal Financial | 7,808 | $605K | +95 | +1.2% | 26Q | SEC ↗ |
| 45 | Geneos Wealth Management Inc. | 7,623 | $591K | +1,218 | +19.0% | 32Q | SEC ↗ |
| 46 | Empirical Asset Management, LLC | 7,202 | $558K | — | +0.0% | 9Q | SEC ↗ |
| 47 | Corient Private Wealth LLC | 7,091 | $549K | +475 | +7.2% | 13Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors | 6,809 | $528K | -2 | -0.0% | 32Q | SEC ↗ |
| 49 | Berger Financial Group, Inc | 6,680 | $518K | -9 | -0.1% | 9Q | SEC ↗ |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 6,388 | $495K | +62 | +1.0% | 31Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 17,000 | $1M |
| Banque Transatlantique SA | 572 | $44K |
| Advisory Services Network, LLC | 500 | $39K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 452 | $35K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 297 | $23K |
| City State Bank | 15 | $1K |
| Financial Gravity Asset Management, | 15 | $1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SYKON CAPITAL LLC | 11,294 | $875K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,293 | $333K |
| MCDONALD PARTNERS LLC | 3,575 | $277K |
| Envestnet Portfolio Solutions, Inc. | 3,264 | $253K |
| McAdam, LLC | 2,718 | $211K |
| FLAGSHIP HARBOR ADVISORS, LLC | 168 | $13K |
| Salomon & Ludwin, LLC | 151 | $12K |
| CVA Family Office, LLC | 150 | $12K |
| DecisionPoint Financial, LLC | 119 | $9K |
| CWM, LLC | 100 | $8K |
| IFC & Insurance Marketing, Inc. | 85 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +35,407 | +55.4% | 99,324 |
| AMERIPRISE FINANCIAL INC | +13,275 | +76.0% | 30,735 |
| GOLDMAN SACHS GROUP INC | +12,725 | +51.5% | 37,425 |
| RAYMOND JAMES FINANCIAL INC | +9,331 | +55.3% | 26,194 |
| COMMONWEALTH EQUITY SERVICES, LLC | +8,974 | +219.7% | 13,059 |
| Hills Bank & Trust Co | +8,169 | +93.6% | 16,898 |
| BANK OF AMERICA CORP /DE | +6,433 | +2.6% | 252,117 |
| CX Institutional | +5,634 | +23475.0% | 5,658 |
| HARBOUR INVESTMENTS, INC. | +3,454 | +21.8% | 19,272 |
| Joseph Group Capital Management | +2,210 | +2.1% | 107,983 |
| FMR LLC | +2,196 | +86.6% | 4,732 |
| Sunbelt Securities, Inc. | +1,752 | +9.2% | 20,838 |
| Walker Asset Management, LLC | +1,344 | +6.6% | 21,765 |
| Yoder Wealth Management, Inc. | +1,250 | +2.9% | 44,502 |
| Geneos Wealth Management Inc. | +1,218 | +19.0% | 7,623 |
| Pacific Sun Financial Corp | +680 | +5.6% | 12,850 |
| Corient Private Wealth LLC | +475 | +7.2% | 7,091 |
| Lido Advisors, LLC | +452 | +4.1% | 11,526 |
| JONES FINANCIAL COMPANIES LLLP | +396 | +3.3% | 12,471 |
| Ausdal Financial Partners, Inc. | +381 | +1.7% | 22,740 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | -118,646 | -78.7% | 32,038 |
| Cetera Investment Advisers | -56,174 | -51.1% | 53,849 |
| LPL Financial LLC | -22,426 | -25.4% | 65,924 |
| NATIONAL BANK OF CANADA /FI | -19,030 | -96.0% | 792 |
| UBS Group AG | -14,762 | -26.3% | 41,288 |
| WELLS FARGO & COMPANY/MN | -9,231 | -17.2% | 44,431 |
| Kestra Advisory Services, LLC | -6,901 | -46.6% | 7,916 |
| FRG Family Wealth Advisors LLC | -5,285 | -31.7% | 11,375 |
| ROYAL BANK OF CANADA | -4,411 | -29.5% | 10,543 |
| Clearstead Advisors, LLC | -3,512 | -83.8% | 678 |
| Focus Financial Network, Inc. | -2,949 | -16.6% | 14,866 |
| OSAIC HOLDINGS, INC. | -1,860 | -13.9% | 11,545 |
| JPMORGAN CHASE & CO | -1,852 | -2.9% | 62,748 |
| STIFEL FINANCIAL CORP | -1,615 | -10.3% | 14,058 |
| Private Advisor Group, LLC | -1,471 | -7.6% | 17,949 |
| Creative Planning | -1,296 | -14.1% | 7,919 |
| Farther Finance Advisors, LLC | -993 | -1.9% | 50,105 |
| Joseph P. Lucia & Associates, LLC | -828 | -1.0% | 78,825 |
| Allen Capital Group, LLC | -824 | -1.6% | 51,087 |
| Arkadios Wealth Advisors | -771 | -4.4% | 16,897 |