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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.29M 30,044 -77,569 -72%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$2.29M 30,000 +20,000 +200%
JPLA
28
Joseph P. Lucia & Associates
New York
$2.2M 28,837 -232 -0.8%
MW
29
MBL Wealth
North Carolina
$1.67M 21,817 -948 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.61M 21,089 -483 -2%
PAG
31
Private Advisor Group
New Jersey
$1.6M 20,891 +201 +1%
EFA
32
Evernest Financial Advisors
Indiana
$1.56M 20,400 -816 -4%
PCH
33
PGIM Custom Harvest
New Jersey
$1.54M 20,199 -154 -0.8%
SAM
34
SignalPoint Asset Management
Missouri
$1.52M 19,881 -1,270 -6%
Citadel Advisors
35
Citadel Advisors
Florida
$1.49M 19,562 +10,551 +117%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.39M 18,220 +711 +4%
IWM
37
IHT Wealth Management
Illinois
$1.36M 17,805 -4,030 -18%
GVAG
38
Great Valley Advisor Group
Delaware
$1.27M 16,655 -583 -3%
KAS
39
Kestra Advisory Services
Texas
$1.24M 16,275 -5,599 -26%
AWS
40
Arkfeld Wealth Strategies
Nebraska
$1.17M 14,341 +14,341 New
EWA
41
EQ Wealth Advisors
Texas
$1.05M 13,811 +13,811 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$967K 12,664 -641 -5%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$899K 11,779 -2,307 -16%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$758K 9,931 +6,185 +165%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$726K 9,508 +499 +6%
P
46
&Partners
Tennessee
$700K 8,938 -1,857 -17%
SA
47
Sanctuary Advisors
Indiana
$680K 8,381 +2,379 +40%
SWP
48
Stratos Wealth Partners
Ohio
$651K 8,529 +210 +3%
FF
49
Friedenthal Financial
New Jersey
$608K 7,960 -60 -0.7%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$602K 7,879 -1,802 -19%