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Invesco S&P SmallCap Energy ETF
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Overview Fund Activity

47 hedge funds and large institutions have $159M invested in Invesco S&P SmallCap Energy ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
11
Reduced
13
Closed
10
Calls
$1K
Puts
$16K
Net Calls
-$15K
Net Calls Change
-$15K

Top Buyers

1
MMH
Menora Mivtachim Holdings
Israel
$119M
2
Citadel Advisors
Citadel Advisors
Florida
$879K
3
IWM
IHT Wealth Management
Illinois
$1.66M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.6M
5
FAM
Formidable Asset Management
Ohio
$613K

Top Sellers

1
WAM
Wakefield Asset Management
Colorado
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
LPL Financial
LPL Financial
California
$2.44M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
USCWA
U.S. Capital Wealth Advisors
Texas
$719K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$400K +$2.34K +45 +0.6%
Osaic Holdings
27
Osaic Holdings
Arizona
$354K -$39K -750 -10%
FTUS
28
Flow Traders U.S.
New York
$342K +$342K +6,569 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$312K -$508K -9,752 -62%
TRCT
30
Tower Research Capital (TRC)
New York
$267K +$267K +5,131 New
PHS
31
Pekin Hardy Strauss
Illinois
$227K – – –
Stifel Financial
32
Stifel Financial
Missouri
$206K -$15.6K -300 -7%
LFG
33
Larson Financial Group
Missouri
$46.9K +$46.9K +902 New
MWM
34
MGB Wealth Management
Texas
$46.8K +$46.8K +900 New
GRP
35
Global Retirement Partners
California
$40.4K +$48 +1 +0.1%
HWM
36
HighMark Wealth Management
Minnesota
$17.7K – – –
NA
37
NewEdge Advisors
Louisiana
$10.4K +$10.4K +201 New
ASN
38
Advisory Services Network
Georgia
$10.1K +$10.1K +194 New
CA
39
Centerpoint Advisors
Massachusetts
$10K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$5.21K +$3.44K +66 +194%
KIG
41
Kessler Investment Group
Indiana
$4.65K -$8.21K -157 -64%
CG
42
Cutler Group
California
$3K -$10K -200 -77%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2.29K +$520 +10 +29%
SPIA
44
Steward Partners Investment Advisory
New York
$1.93K – – –
CCA
45
Criterion Capital Advisors
Tennessee
$313 +$313 +6 New
GEA
46
Glen Eagle Advisors
New Jersey
$52 – – –
Wells Fargo
47
Wells Fargo
California
$27 – – –
WAM
48
Wakefield Asset Management
Colorado
– -$1.56M -27,325 Closed
Goldman Sachs
49
Goldman Sachs
New York
– -$1.47M -25,734 Closed
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
– -$743K -13,022 Closed
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