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

146 hedge funds and large institutions have $353M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
57
Reduced
42
Closed
18
Calls
$37K
Puts
$66K
Net Calls
-$29K
Net Calls Change
-$566K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.1M
2
FAM
Flaharty Asset Management
Florida
$19.1M
3
RBCM
Raub Brock Capital Management
California
$7.66M
4
PG
Prostatis Group
Maryland
$6.26M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.5M

Top Sellers

1
CFG
CMC Financial Group
Georgia
$3.53M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$331K
3
UBS Group
UBS Group
Switzerland
$31.9M
4
B
Bensler
Washington
$6.93M
5
MCC
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2.33M +$2.06M +27,973 +776%
FA
27
Fortis Advisors
Pennsylvania
$2.32M +$4.5K +61 +0.2%
PAG
28
Private Advisor Group
New Jersey
$2.26M -$359K -4,875 -14%
EFA
29
Evernest Financial Advisors
Indiana
$2.13M +$2.13M +28,942 New
JPLA
30
Joseph P. Lucia & Associates
New York
$1.93M +$195K +2,646 +11%
SAM
31
SignalPoint Asset Management
Missouri
$1.63M -$9.66K -131 -0.6%
IWM
32
IHT Wealth Management
Illinois
$1.62M +$184K +2,491 +13%
MIM
33
Macroview Investment Management
Maryland
$1.46M -$60.5K -820 -4%
GVAG
34
Great Valley Advisor Group
Delaware
$1.39M -$13.3K -181 -0.9%
PCH
35
PGIM Custom Harvest
New Jersey
$1.39M -$333K -4,512 -19%
SA
36
Strategic Advisors
New York
$1.34M -$337K -4,567 -20%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.29M +$175K +2,369 +16%
RCM
38
Requisite Capital Management
Texas
$1.25M -$777K -10,540 -38%
MW
39
MBL Wealth
North Carolina
$1.23M +$232K +3,148 +23%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.04M -$404K -5,479 -28%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.01M +$1.01M +13,700 New
BCM
42
Brookstone Capital Management
Illinois
$999K +$999K +13,548 New
KAS
43
Kestra Advisory Services
Texas
$958K +$122K +1,660 +15%
Renaissance Technologies
44
Renaissance Technologies
New York
$892K +$206K +2,800 +30%
DIP
45
Davis Investment Partners
North Carolina
$847K +$112K +1,523 +15%
CWA
46
Capital Wealth Alliance
Arizona
$839K +$221K +3,004 +36%
FTUS
47
Flow Traders U.S.
New York
$802K +$802K +10,876 New
Truist Financial
48
Truist Financial
North Carolina
$793K +$47.9K +650 +6%
WI
49
Wintrust Investments
Illinois
$791K +$154K +2,085 +24%
CA
50
Cetera Advisors
Colorado
$789K -$4.42K -60 -0.6%
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