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Invesco S&P SmallCap Energy ETF

30 hedge funds and large institutions have $20.4M invested in Invesco S&P SmallCap Energy ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.23M +$2.61M +37,753 +100%
Morgan Stanley
2
Morgan Stanley
New York
$5.1M -$3.42M -49,432 -40%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.39M +$934K +13,504 +207%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.23M +$451K +6,515 +58%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.17M +$374K +5,393 +47%
RJA
6
Raymond James & Associates
Florida
$917K -$558K -8,061 -38%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$772K +$26.2K +379 +4%
AC
8
Avestar Capital
New York
$766K +$766K +11,299 New
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$711K +$711K +10,280 New
UBS Group
10
UBS Group
Switzerland
$694K -$21K -303 -3%
WI
11
WrapManager Inc
California
$472K +$472K +6,827 New
Bank of America
12
Bank of America
North Carolina
$451K -$67.7K -978 -13%
VF
13
Virtu Financial
New York
$343K +$343K +4,955 New
HCP
14
Holt Capital Partners
Texas
$238K
Axa
15
Axa
France
$224K
Citadel Advisors
16
Citadel Advisors
Florida
$214K +$214K +3,092 New
Goldman Sachs
17
Goldman Sachs
New York
$171K +$171K +2,476 New
CMBA
18
C.M. Bidwell & Associates
Hawaii
$149K -$52.3K -757 -26%
FFW
19
Fusion Family Wealth
New York
$42K +$41.2K +600 +5,455%
SPIA
20
Steward Partners Investment Advisory
New York
$35K
SWP
21
Stratos Wealth Partners
Ohio
$19K -$80.3K -1,166 -81%
NR
22
Newfound Research
Massachusetts
$15K +$15K +213 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$8K
IA
24
IFP Advisors
Florida
$8K
WC
25
Whitnell & Co
Illinois
$8K +$8K +114 New