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Invesco S&P 500 Equal Weight Energy ETF

54 hedge funds and large institutions have $133M invested in Invesco S&P 500 Equal Weight Energy ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

1.32% more ownership

Funds ownership: 51.37%52.69% (+1.3%)

0% more capital invested

Capital invested by funds: $133M → $133M (+$78.2K)

13% less funds holding

Funds holding: 6254 (-8)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
26
Reduced
13
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
51
Front Row Advisors
California
$4K
BCI
52
Brinker Capital Investments
Pennsylvania
$3K -$4.66K -82 -59%
IA
53
IFP Advisors
Florida
$2K
HighTower Advisors
54
HighTower Advisors
Illinois
-$924K -15,927 Closed
JP Morgan Chase
55
JP Morgan Chase
New York
-$911K -15,637 Closed
ECML
56
Eagle Capital Management (Louisiana)
Louisiana
-$870K -14,923 Closed
GAM
57
Garrison Asset Management
Arkansas
-$790K -13,560 Closed
CAN
58
Cetera Advisor Networks
California
-$647K -11,119 Closed
Cerity Partners
59
Cerity Partners
New York
-$327K -5,604 Closed
JSL
60
JT Stratford LLC
Georgia
-$288K -4,942 Closed
CAM
61
Concorde Asset Management
Michigan
-$263K -4,516 Closed
DOA
62
D'Orazio & Associates
Virginia
-$241K -4,138 Closed
SWP
63
Stratos Wealth Partners
Ohio
-$108K -1,851 Closed
LCM
64
Liberty Capital Management
Michigan
-$107K -1,695 Closed
SPI
65
Santori & Peters Inc
Pennsylvania
-$34K -647 Closed
FANJ
66
Financial Architects (New Jersey)
New Jersey
-$24K -414 Closed
HDIM
67
Hanson & Doremus Investment Management
Vermont
-$18K -308 Closed
FAAS
68
First Allied Advisory Services
California
-$11K -187 Closed
KF
69
Krilogy Financial
Missouri
-$3K -46 Closed