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Invesco S&P 500 Equal Weight Energy ETF

67 hedge funds and large institutions have $104M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
26
Centaurus Financial
California
$544K -$443K -9,817 -45%
PCH
27
PGIM Custom Harvest
New Jersey
$537K +$537K +11,894 New
FTUS
28
Flow Traders U.S.
New York
$513K +$189K +4,183 +58%
JPLA
29
Joseph P. Lucia & Associates
New York
$451K +$2.26K +50 +0.5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$373K -$1.35M -29,846 -78%
Goldman Sachs
31
Goldman Sachs
New York
$354K
OWA
32
One Wealth Advisors
California
$323K +$323K +7,166 New
VIM
33
Vista Investment Management
Pennsylvania
$311K +$3.29K +73 +1%
ICG
34
InterOcean Capital Group
Tennessee
$289K
PAG
35
Private Advisor Group
New Jersey
$287K -$263K -5,831 -48%
Stifel Financial
36
Stifel Financial
Missouri
$277K +$277K +6,148 New
TC
37
Tatro Capital
Kentucky
$254K +$271 +6 +0.1%
Marshall Wace
38
Marshall Wace
United Kingdom
$231K +$231K +5,109 New
NL
39
NWAM LLC
Washington
$230K -$2.8K -62 -1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$204K -$7.09M -157,313 -97%
BCP
41
Blue Chip Partners
Michigan
$185K -$4.38M -97,017 -96%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$141K -$15.5K -338 -10%
HWA
43
HHM Wealth Advisors
Tennessee
$106K +$45 +1 +0%
HI
44
Harbour Investments
Wisconsin
$101K +$135 +3 +0.1%
GWM
45
Geneos Wealth Management
Colorado
$74K +$60.1K +1,300 +433%
IWA
46
IBEX Wealth Advisors
New Jersey
$68K -$170K -3,801 -71%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$61K +$23.1K +509 +61%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$61K +$61K +1,350 New
AWA
49
Arkadios Wealth Advisors
Georgia
$59K +$12.9K +289 +28%
TWM
50
Tradition Wealth Management
Minnesota
$52K -$449 -10 -0.9%