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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $321M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
56
Reduced
35
Closed
5
Calls
$182K
Puts
$22K
Net Calls
+$160K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$1.66M -$25.7K -353 -2%
GSC
27
G&S Capital
Colorado
$1.65M -$433K -5,962 -21%
AIP
28
Almanack Investment Partners
Pennsylvania
$1.63M +$1.63M +22,441 New
FA
29
Fortis Advisors
Pennsylvania
$1.62M +$29.4K +404 +2%
SAM
30
SignalPoint Asset Management
Missouri
$1.41M -$145K -2,001 -9%
JPLA
31
Joseph P. Lucia & Associates
New York
$1.29M -$259K -3,557 -17%
Goldman Sachs
32
Goldman Sachs
New York
$1.24M +$16.4K +225 +1%
CAN
33
Claraphi Advisory Network
United States
$1.16M +$1.16M +15,932 New
MW
34
MBL Wealth
North Carolina
$1.09M -$41.8K -575 -4%
SA
35
Strategic Advisors
New York
$1.04M +$186K +2,562 +22%
GWM
36
Geneos Wealth Management
Colorado
$933K +$699K +9,613 +299%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$888K +$888K +12,208 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$863K +$308K +4,248 +56%
PM
39
Penbrook Management
New York
$841K
WP
40
WealthSource Partners
California
$795K -$110K -1,507 -12%
Truist Financial
41
Truist Financial
North Carolina
$794K +$11.9K +164 +2%
William Blair & Company
42
William Blair & Company
Illinois
$781K +$218K +2,994 +39%
IWA
43
IBEX Wealth Advisors
New Jersey
$763K -$21.9K -301 -3%
IWM
44
IHT Wealth Management
Illinois
$748K +$116K +1,599 +18%
PCH
45
PGIM Custom Harvest
New Jersey
$715K +$715K +9,843 New
FSA
46
Financial Services Advisory
Maryland
$683K +$683K +9,392 New
IA
47
IFP Advisors
Florida
$675K -$313K -4,694 -32%
FF
48
Friedenthal Financial
New Jersey
$626K -$14.5K -199 -2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$623K +$15.1K +207 +2%
Invesco
50
Invesco
Georgia
$615K -$135K -1,862 -18%