RSPG icon

Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $279M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
49
Reduced
42
Closed
19
Calls
$184K
Puts
$123K
Net Calls
+$61K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
51
Journey Strategic Wealth
New Jersey
$478K +$478K +7,000 New
AAS
52
Avantax Advisory Services
Texas
$455K -$17.4K -255 -4%
KAS
53
Kestra Advisory Services
Texas
$454K -$3.81M -55,770 -89%
GAM
54
Garrison Asset Management
Arkansas
$449K
CWA
55
Capital Wealth Alliance
Arizona
$449K -$108K -1,579 -19%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$448K -$386K -5,645 -46%
RIA
57
Regal Investment Advisors
Michigan
$446K -$15K -219 -3%
William Blair & Company
58
William Blair & Company
Illinois
$443K -$291K -4,255 -40%
Citadel Advisors
59
Citadel Advisors
Florida
$436K +$360K +5,264 +468%
DWM
60
Drive Wealth Management
Utah
$420K +$420K +6,151 New
VIM
61
Vista Investment Management
Pennsylvania
$417K +$2.53K +37 +0.6%
RA
62
Rockingstone Advisors
Massachusetts
$416K +$26.6K +390 +7%
CAN
63
Cetera Advisor Networks
California
$398K -$54K -790 -12%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$389K +$96.8K +1,416 +33%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$385K -$17.4K -236 -4%
SPIA
66
Steward Partners Investment Advisory
New York
$367K +$9.84K +144 +3%
SI
67
Stephens Inc
Arkansas
$366K -$13.2K -193 -3%
CA
68
Cetera Advisors
Colorado
$353K +$71.6K +1,048 +25%
KM
69
Kalos Management
Georgia
$349K -$58.1K -851 -14%
APP
70
Avantax Planning Partners
Iowa
$326K
SF
71
Synovus Financial
Georgia
$315K +$13.4K +196 +4%
BCM
72
Beck Capital Management
Texas
$308K +$308K +4,502 New
VCM
73
Virtue Capital Management
Tennessee
$301K -$67.7K -994 -18%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$291K +$291K +4,265 New
MOS
75
MGO One Seven
Ohio
$285K +$285K +4,175 New