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Invesco S&P SmallCap Energy ETF
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Overview Fund Activity

45 hedge funds and large institutions have $153M invested in Invesco S&P SmallCap Energy ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 11 closing their positions.

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.84M
2
LPL Financial
2
LPL Financial
California
$3.85M
3
WAM
3
Wakefield Asset Management
Colorado
$1.56M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.47M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.72M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
SG
3
StoneX Group
New York
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$417K 7,308 +7,308 New
JCM
27
J2 Capital Management
Michigan
$408K 7,157 +7,157 New
GIA
28
Gladstone Institutional Advisory
Florida
$373K 6,531 +52 +0.8%
FAIM
29
Financial Advocates Investment Management
Washington
$254K 4,451 +4,451 New
PHS
30
Pekin Hardy Strauss
Illinois
$249K 4,360 +4,360 New
Stifel Financial
31
Stifel Financial
Missouri
$243K 4,255 -1 -0%
IWS
32
Insight Wealth Strategies
California
$204K 3,577 +3,577 New
GRP
33
Global Retirement Partners
California
$43.8K 838 – –
HWM
34
HighMark Wealth Management
Minnesota
$19.4K 340 +100 +42%
Comerica Bank
35
Comerica Bank
Texas
$17.8K 312 +312 New
KIG
36
Kessler Investment Group
Indiana
$14K 246 +246 New
CG
37
Cutler Group
California
$14K 260 +260 New
CA
38
Centerpoint Advisors
Massachusetts
$11K 190 – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.57K 45 +45 New
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$2.28K 40 – –
SPIA
41
Steward Partners Investment Advisory
New York
$2.11K 37 – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.94K 34 -166 -83%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.94K 34 -1 -3%
GEA
44
Glen Eagle Advisors
New Jersey
$57 1 – –
Wells Fargo
45
Wells Fargo
California
$52 1 -119 -99%
RJA
46
Raymond James & Associates
Florida
– – -32,874 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– – -11,249 Closed
SG
48
StoneX Group
New York
– – -4,978 Closed
MML Investors Services
49
MML Investors Services
Massachusetts
– – -4,600 Closed
RJFSA
50
Raymond James Financial Services Advisors
Florida
– – -4,446 Closed
1
2
3