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Invesco S&P 500 Equal Weight Energy ETF

46 hedge funds and large institutions have $20.6M invested in Invesco S&P 500 Equal Weight Energy ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
7
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
26
Vista Investment Management
Pennsylvania
$212K +$212K +6,818 New
Osaic Holdings
27
Osaic Holdings
Arizona
$206K +$42.7K +1,378 +26%
HG
28
Harbor Group
New Hampshire
$204K +$204K +5,673 New
HWA
29
HHM Wealth Advisors
Tennessee
$101K -$77.4K -2,499 -43%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$95K -$36K -1,036 -27%
APA
31
American Portfolios Advisors
New York
$24.1K -$2.33K -75 -9%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$17K
CIAS
33
Capital Investment Advisory Services
North Carolina
$14K
MCC
34
Money Concepts Capital
Florida
$14K +$14K +460 New
GWM
35
Geneos Wealth Management
Colorado
$12K
1IA
36
1834 Investment Advisors
Wisconsin
$10K +$10K +306 New
JMF
37
Johnson Midwest Financial
Iowa
$6K +$6K +202 New
BW
38
Bison Wealth
Georgia
$5K
US Bancorp
39
US Bancorp
Minnesota
$4K
ACA
40
Aptus Capital Advisors
Alabama
$3K
MIM
41
Merrion Investment Management
New Jersey
$2K +$2K +79 New
PFBT
42
Parkside Financial Bank & Trust
Missouri
$1K
GI
43
Gradient Investments
Minnesota
$1K
IA
44
IFP Advisors
Florida
$1K
VFA
45
Valeo Financial Advisors
Indiana
$1K +$1K +20 New
FFN
46
Focus Financial Network
Minnesota
-$238K -10,565 Closed
ASN
47
Advisory Services Network
Georgia
-$6K -245 Closed