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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $279M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
49
Reduced
42
Closed
19
Calls
$184K
Puts
$123K
Net Calls
+$61K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$1.56M +$1.09K +16 +0.1%
SA
27
Strategic Advisors
New York
$1.55M +$571K +8,360 +58%
JPLA
28
Joseph P. Lucia & Associates
New York
$1.5M +$292K +4,275 +24%
MIM
29
Macroview Investment Management
Maryland
$1.44M +$1.31M +19,164 +973%
SAM
30
SignalPoint Asset Management
Missouri
$1.43M +$98K +1,434 +7%
RCM
31
Requisite Capital Management
Texas
$1.37M +$1.37M +20,010 New
PAG
32
Private Advisor Group
New Jersey
$1.36M +$61.9K +906 +5%
FIM
33
Freedom Investment Management
Connecticut
$1.18M -$920K -13,471 -44%
MW
34
MBL Wealth
North Carolina
$957K -$63.5K -930 -6%
Truist Financial
35
Truist Financial
North Carolina
$835K +$88.9K +1,301 +12%
Goldman Sachs
36
Goldman Sachs
New York
$820K -$345K -5,054 -30%
IWM
37
IHT Wealth Management
Illinois
$733K +$30.3K +444 +4%
PM
38
Penbrook Management
New York
$725K -$64.9K -950 -8%
FF
39
Friedenthal Financial
New Jersey
$679K +$90.6K +1,326 +15%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$649K +$64.1K +939 +11%
WP
41
WealthSource Partners
California
$624K -$124K -1,810 -17%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$567K +$9.64K +141 +2%
WI
43
Wintrust Investments
Illinois
$567K +$157K +2,300 +38%
SWA
44
SFMG Wealth Advisors
Texas
$522K -$44.3K -649 -8%
Invesco
45
Invesco
Georgia
$502K -$75.3K -1,102 -13%
WAM
46
Walker Asset Management
Missouri
$488K +$1.71K +25 +0.4%
SWP
47
Stratos Wealth Partners
Ohio
$487K -$38.1K -558 -7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$482K -$329K -4,818 -41%
AWM
49
AE Wealth Management
Kansas
$481K +$481K +7,040 New
DCM
50
Donaldson Capital Management
Indiana
$481K +$273 +4 +0.1%