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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $321M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
56
Reduced
35
Closed
5
Calls
$182K
Puts
$22K
Net Calls
+$160K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
51
SFMG Wealth Advisors
Texas
$603K +$603K +8,290 New
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$593K +$293K +4,031 +98%
CWA
53
Capital Wealth Alliance
Arizona
$592K +$2.91K +40 +0.5%
MCC
54
Money Concepts Capital
Florida
$591K +$254K +3,497 +76%
SWP
55
Stratos Wealth Partners
Ohio
$559K +$8.87K +122 +2%
WAM
56
Walker Asset Management
Missouri
$517K -$27K -372 -5%
DCM
57
Donaldson Capital Management
Indiana
$511K +$15.3K +210 +3%
AAS
58
Avantax Advisory Services
Texas
$503K +$171K +2,346 +51%
RIA
59
Regal Investment Advisors
Michigan
$490K -$15.7K -216 -3%
CAN
60
Cetera Advisor Networks
California
$481K +$481K +6,612 New
GAM
61
Garrison Asset Management
Arkansas
$477K +$73 +1 +0%
ICG
62
InterOcean Capital Group
Tennessee
$465K
VIM
63
Vista Investment Management
Pennsylvania
$441K -$34.2K -470 -7%
WI
64
Wintrust Investments
Illinois
$436K -$14.2K -195 -3%
KM
65
Kalos Management
Georgia
$433K +$44.1K +607 +11%
RA
66
Rockingstone Advisors
Massachusetts
$415K +$415K +5,705 New
SI
67
Stephens Inc
Arkansas
$404K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$397K +$11.7K +161 +3%
VCM
69
Virtue Capital Management
Tennessee
$393K +$87.2K +1,200 +29%
SPIA
70
Steward Partners Investment Advisory
New York
$380K +$1.67K +23 +0.4%
APP
71
Avantax Planning Partners
Iowa
$347K
PAG
72
Private Advisory Group
Washington
$338K +$338K +4,644 New
NL
73
NWAM LLC
Washington
$331K +$59.8K +823 +22%
FFN
74
Focus Financial Network
Minnesota
$326K +$85K +1,169 +35%
SF
75
Synovus Financial
Georgia
$321K +$48.2K +663 +18%