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Invesco S&P 500 Equal Weight Energy ETF

139 hedge funds and large institutions have $311M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
47
Reduced
44
Closed
12
Calls
$767K
Puts
$230K
Net Calls
+$537K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
26
Requisite Capital Management
Texas
$2.11M
SAM
27
Synergy Asset Management
Washington
$1.93M +$1.93M +25,157 New
JPLA
28
Joseph P. Lucia & Associates
New York
$1.8M +$33.5K +436 +2%
PCH
29
PGIM Custom Harvest
New Jersey
$1.79M -$28K -365 -2%
SA
30
Strategic Advisors
New York
$1.74M -$168K -2,193 -9%
SAM
31
SignalPoint Asset Management
Missouri
$1.71M +$17.2K +224 +1%
MIM
32
Macroview Investment Management
Maryland
$1.58M -$32.5K -423 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.5M +$806K +10,506 +116%
IWM
34
IHT Wealth Management
Illinois
$1.5M +$136K +1,775 +10%
GVAG
35
Great Valley Advisor Group
Delaware
$1.46M +$5.37K +70 +0.4%
Goldman Sachs
36
Goldman Sachs
New York
$1.37M +$1.37M +17,920 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.16M +$1.16M +15,149 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.16M -$606K -7,897 -34%
WAM
39
Worth Asset Management
Texas
$1.16M +$1.09M +14,147 +1,533%
MW
40
MBL Wealth
North Carolina
$1.03M -$5.75K -75 -0.6%
KAS
41
Kestra Advisory Services
Texas
$870K +$224K +2,920 +35%
CA
42
Cetera Advisors
Colorado
$825K +$123K +1,605 +18%
PM
43
Penbrook Management
New York
$788K -$26.9K -350 -3%
Truist Financial
44
Truist Financial
North Carolina
$776K -$66.2K -863 -8%
FSA
45
Financial Services Advisory
Maryland
$776K +$776K +10,110 New
Lido Advisors
46
Lido Advisors
California
$770K +$317K +4,127 +70%
FF
47
Friedenthal Financial
New Jersey
$738K +$3.84K +50 +0.5%
Jane Street
48
Jane Street
New York
$730K +$730K +9,521 New
DIP
49
Davis Investment Partners
North Carolina
$719K +$719K +9,941 New
Renaissance Technologies
50
Renaissance Technologies
New York
$713K +$337K +4,400 +90%