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Invesco S&P 500 Equal Weight Energy ETF

61 hedge funds and large institutions have $84.7M invested in Invesco S&P 500 Equal Weight Energy ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
22
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
26
KCM Investment Advisors
California
$614K +$425K +7,186 +225%
LPL Financial
27
LPL Financial
California
$598K -$65.1K -1,106 -10%
FIM
28
Freedom Investment Management
Connecticut
$574K +$104K +1,759 +22%
PAG
29
Private Advisor Group
New Jersey
$518K +$518K +8,758 New
VKH
30
Virtu KCG Holdings
New York
$482K +$482K +8,142 New
SG Americas Securities
31
SG Americas Securities
New York
$475K -$41.5K -700 -8%
JSL
32
JT Stratford LLC
Georgia
$441K +$3.08K +52 +0.7%
WAM
33
Wealthspire Advisors (Maryland)
Maryland
$436K +$436K +7,365 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$370K +$370K +6,252 New
Cerity Partners
35
Cerity Partners
New York
$338K +$338K +5,717 New
BCI
36
Brinker Capital Investments
Pennsylvania
$322K +$6.92K +117 +2%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$305K +$305K +5,161 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$293K -$610K -10,327 -68%
GI
39
Gradient Investments
Minnesota
$292K -$2.25K -38 -0.8%
AG
40
Advisor Group
Arizona
$258K -$41.4K -700 -14%
DOA
41
D'Orazio & Associates
Virginia
$245K
AA
42
Advisory Alpha
Michigan
$243K +$243K +4,114 New
IAA
43
Independent Advisor Alliance
North Carolina
$209K +$209K +3,548 New
CAM
44
Concorde Asset Management
Michigan
$206K +$59 +1 +0%
EA
45
Edge Advisors
Georgia
$203K
DC
46
Davenport & Co
Virginia
$202K -$512 -8 -0.3%
ASN
47
Advisory Services Network
Georgia
$186K +$186K +3,138 New
LCM
48
Liberty Capital Management
Michigan
$100K
TCM
49
Tradewinds Capital Management
Washington
$99K
SEI Investments
50
SEI Investments
Pennsylvania
$72K