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Invesco S&P 500 Equal Weight Energy ETF
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Overview Fund Activity

125 hedge funds and large institutions have $258M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
37
Reduced
52
Closed
14
Calls
$253K
Puts
$171K
Net Calls
+$82K
Net Calls Change
+$21K

Top Buyers

1
CFG
1
CMC Financial Group
Georgia
$6.74M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M
3
RJA
3
Raymond James & Associates
Florida
$5.31M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$33M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.52M
3
LODC
3
Lanham O'Dell & Company
West Virginia
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.95M
5
LPL Financial
5
LPL Financial
California
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
26
PGIM Custom Harvest
New Jersey
$1.63M -$363K -5,306 -18%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.58M -$294K -4,298 -16%
JPLA
28
Joseph P. Lucia & Associates
New York
$1.58M +$70.2K +1,026 +5%
SAM
29
SignalPoint Asset Management
Missouri
$1.51M +$83.4K +1,218 +6%
PAG
30
Private Advisor Group
New Jersey
$1.5M +$136K +1,982 +10%
MIM
31
Macroview Investment Management
Maryland
$1.44M -$9.45K -138 -0.7%
GVAG
32
Great Valley Advisor Group
Delaware
$1.3M -$265K -3,878 -17%
IWM
33
IHT Wealth Management
Illinois
$1.21M +$480K +7,019 +65%
GLA
34
Good Life Advisors
Pennsylvania
$1.15M -$710K -10,373 -38%
TRCT
35
Tower Research Capital (TRC)
New York
$952K -$1.04M -15,207 -52%
MW
36
MBL Wealth
North Carolina
$928K -$30.5K -446 -3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$765K +$406K +5,903 +113%
Truist Financial
38
Truist Financial
North Carolina
$751K -$85.6K -1,251 -10%
PM
39
Penbrook Management
New York
$726K – – –
FF
40
Friedenthal Financial
New Jersey
$655K -$24.6K -360 -4%
CA
41
Cetera Advisors
Colorado
$626K +$273K +3,986 +77%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$620K -$30.5K -445 -5%
WP
43
WealthSource Partners
California
$607K -$17.2K -252 -3%
WI
44
Wintrust Investments
Illinois
$592K +$24K +350 +4%
KAS
45
Kestra Advisory Services
Texas
$576K +$121K +1,774 +27%
SWA
46
SFMG Wealth Advisors
Texas
$509K -$14.2K -208 -3%
FIM
47
Freedom Investment Management
Connecticut
$478K -$706K -10,312 -60%
WAM
48
Walker Asset Management
Missouri
$476K -$12.4K -181 -3%
CWA
49
Capital Wealth Alliance
Arizona
$463K +$13.3K +194 +3%
AAS
50
Avantax Advisory Services
Texas
$453K -$3.29K -48 -0.7%
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