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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.

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

Top Sellers

1
WAM
1
Wakefield Asset Management
Colorado
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
LPL Financial
3
LPL Financial
California
$2.44M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$719K
Name Holding Trade Value Shares
Change 		Shares
Change %
MMH
1
Menora Mivtachim Holdings
Israel
$119M +$20.8M +400,000 +21%
UBS Group
2
UBS Group
Switzerland
$5.26M -$66.6K -1,279 -1%
GJL
3
Gendell Jeffrey L
$4.1M – – –
Morgan Stanley
4
Morgan Stanley
New York
$3.87M +$472K +9,065 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.6M +$647K +12,436 +22%
Bank of America
6
Bank of America
North Carolina
$3.53M -$321K -6,167 -8%
LPL Financial
7
LPL Financial
California
$2.44M -$1.07M -20,653 -31%
OPOWM
8
One Plus One Wealth Management
Florida
$1.87M +$729 +14 +0%
IWM
9
IHT Wealth Management
Illinois
$1.66M +$862K +16,562 +108%
KAS
10
Kestra Advisory Services
Texas
$1.53M +$137K +2,625 +10%
MSAM
11
Moloney Securities Asset Management
Missouri
$1.35M – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.24M -$91.2K -1,752 -7%
William Blair & Company
13
William Blair & Company
Illinois
$920K -$85.6K -1,644 -9%
Citadel Advisors
14
Citadel Advisors
Florida
$879K +$879K +16,896 New
JCFM
15
JBR Co Financial Management
Oklahoma
$739K +$739K +14,208 New
USCWA
16
U.S. Capital Wealth Advisors
Texas
$719K -$576K -11,074 -44%
FAM
17
Formidable Asset Management
Ohio
$613K +$613K +11,769 New
Two Sigma Investments
18
Two Sigma Investments
New York
$605K +$605K +11,620 New
Jane Street
19
Jane Street
New York
$602K +$602K +11,560 New
CW
20
Connectus Wealth
Ohio
$523K -$15.6K -300 -3%
AWA
21
Arkadios Wealth Advisors
Georgia
$476K -$8.12K -156 -2%
DCM
22
Deuterium Capital Management
Florida
$468K – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$442K +$442K +8,489 New
FAIM
24
Financial Advocates Investment Management
Washington
$421K +$189K +3,637 +82%
Northern Trust
25
Northern Trust
Illinois
$404K – – –
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