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

113 hedge funds and large institutions have $242M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
9
Increased
44
Reduced
42
Closed
19
Calls
$415K
Puts
–
Net Calls
+$415K
Net Calls Change
+$483K

Top Buyers

1
EH
1
Equitable Holdings
New York
$2.65M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.01M
3
KAS
3
Kestra Advisory Services
Texas
$3.85M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.68M
5
FA
5
Fortis Advisors
Pennsylvania
$1.33M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$42.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
Wells Fargo
3
Wells Fargo
California
$4.14M
4
Ameriprise
4
Ameriprise
Minnesota
$6.5M
5
MSA
5
McAlister Sweet & Associates
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$465K – – –
SWP
52
Stratos Wealth Partners
Ohio
$461K -$177K -2,903 -28%
WAM
53
Walker Asset Management
Missouri
$457K +$24.5K +401 +6%
RIA
54
Regal Investment Advisors
Michigan
$425K +$14.2K +232 +3%
DCM
55
Donaldson Capital Management
Indiana
$416K -$60.6K -993 -13%
GAM
56
Garrison Asset Management
Arkansas
$401K +$61 +1 +0%
VIM
57
Vista Investment Management
Pennsylvania
$399K -$9.46K -155 -2%
ICG
58
InterOcean Capital Group
Tennessee
$390K – – –
WI
59
Wintrust Investments
Illinois
$378K -$9.16K -150 -2%
KM
60
Kalos Management
Georgia
$354K – – –
GLA
61
Good Life Advisors
Pennsylvania
$350K +$23.3K +381 +7%
DIA
62
Dana Investment Advisors
Wisconsin
$349K -$18.7K -307 -5%
SI
63
Stephens Inc
Arkansas
$339K -$9.41K -154 -3%
SPIA
64
Steward Partners Investment Advisory
New York
$317K -$31K -509 -9%
APP
65
Avantax Planning Partners
Iowa
$291K – – –
MCC
66
Money Concepts Capital
Florida
$282K +$13.8K +226 +5%
AAS
67
Avantax Advisory Services
Texas
$279K +$31.6K +518 +13%
VCM
68
Virtue Capital Management
Tennessee
$257K +$3.72K +61 +1%
BCP
69
Blue Chip Partners
Michigan
$254K +$2.69K +44 +1%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$252K -$284K -4,661 -53%
AC
71
Anson Capital
Georgia
$248K -$9.53K -156 -4%
SF
72
Synovus Financial
Georgia
$228K +$228K +3,753 New
NL
73
NWAM LLC
Washington
$227K -$68.4K -1,123 -23%
CA
74
Cetera Advisors
Colorado
$221K +$2.81K +46 +1%
EFS
75
Essex Financial Services
Connecticut
$221K +$9.51K +156 +4%
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