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Invesco S&P 500 Equal Weight Energy ETF

136 hedge funds and large institutions have $315M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
40
Reduced
49
Closed
23
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
26
Napa Wealth Management
California
$2.91M +$2.91M +36,032 New
FA
27
Fortis Advisors
Pennsylvania
$2.52M -$12.5K -155 -0.5%
PAG
28
Private Advisor Group
New Jersey
$2.45M -$9.19K -114 -0.4%
JPLA
29
Joseph P. Lucia & Associates
New York
$2.33M -$1.13K -14 -0%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$2.13M +$67K +831 +3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.06M -$259K -3,209 -11%
IWM
32
IHT Wealth Management
Illinois
$2.02M +$81.7K +1,013 +4%
SWM
33
StoneCrest Wealth Management
Arizona
$2.01M +$2.01M +24,981 New
EFA
34
Evernest Financial Advisors
Indiana
$1.84M +$89.2K +1,106 +5%
RCM
35
Requisite Capital Management
Texas
$1.83M
MW
36
MBL Wealth
North Carolina
$1.76M +$237K +2,935 +16%
SAM
37
SignalPoint Asset Management
Missouri
$1.7M -$9.68K -120 -0.6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.64M -$30.2K -375 -2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.51M +$221K +2,747 +17%
KAS
40
Kestra Advisory Services
Texas
$1.42M +$335K +4,149 +31%
GVAG
41
Great Valley Advisor Group
Delaware
$1.4M -$75.7K -939 -5%
PCH
42
PGIM Custom Harvest
New Jersey
$1.31M -$105K -1,299 -7%
BCM
43
Brookstone Capital Management
Illinois
$1.31M +$63.8K +772 +5%
P
44
&Partners
Tennessee
$1.06M +$497K +6,159 +88%
Citadel Advisors
45
Citadel Advisors
Florida
$978K +$281K +3,481 +40%
SA
46
Strategic Advisors
New York
$956K -$469K -5,816 -33%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$950K -$151K -1,871 -14%
CWA
48
Capital Wealth Alliance
Arizona
$927K -$336K -4,162 -27%
PWG
49
Private Wealth Group
Florida
$810K +$76.6K +950 +10%
WI
50
Wintrust Investments
Illinois
$797K -$84.7K -1,050 -10%