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

139 hedge funds and large institutions have $311M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
47
Reduced
44
Closed
12
Calls
$767K
Puts
$230K
Net Calls
+$537K
Net Calls Change
+$455K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
B
2
Bensler
Washington
$10.2M
3
CFG
3
CMC Financial Group
Georgia
$13.8M
4
Ameriprise
4
Ameriprise
Minnesota
$9.13M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.36M

Top Sellers

1
MAC
1
Mason & Associates (California)
California
$6.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.79M
3
Bank of America
3
Bank of America
North Carolina
$41.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.94M
5
OAM
5
Oppenheimer Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
51
Wintrust Investments
Illinois
$663K – – –
WP
52
WealthSource Partners
California
$659K -$21.6K -282 -3%
CWA
53
Capital Wealth Alliance
Arizona
$643K +$124K +1,622 +24%
Comerica Bank
54
Comerica Bank
Texas
$598K +$598K +7,801 New
WAM
55
Walker Asset Management
Missouri
$527K -$6.6K -86 -1%
SWA
56
SFMG Wealth Advisors
Texas
$522K -$48.6K -633 -9%
GAM
57
Garrison Asset Management
Arkansas
$489K -$15.3K -200 -3%
BAM
58
Beaumont Asset Management
Texas
$488K +$488K +6,355 New
ST
59
Somerset Trust
Pennsylvania
$484K -$7.06K -92 -1%
DWM
60
Drive Wealth Management
Utah
$472K – – –
RA
61
Rockingstone Advisors
Massachusetts
$471K -$2.3K -30 -0.5%
VIM
62
Vista Investment Management
Pennsylvania
$466K -$2.69K -35 -0.6%
SS
63
Simplicity Solutions
Minnesota
$462K +$462K +6,018 New
BFG
64
Bleakley Financial Group
New Jersey
$462K +$462K +6,018 New
MOS
65
MGO One Seven
Ohio
$460K +$126K +1,647 +38%
CAN
66
Cetera Advisor Networks
California
$449K +$10.7K +139 +2%
FIM
67
Freedom Investment Management
Connecticut
$415K -$121K -1,580 -23%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$412K -$482K -6,003 -54%
AWM
69
AE Wealth Management
Kansas
$401K +$401K +5,222 New
SPIA
70
Steward Partners Investment Advisory
New York
$399K +$5.37K +70 +1%
TRCT
71
Tower Research Capital (TRC)
New York
$379K -$688K -8,965 -64%
SWP
72
Stratos Wealth Partners
Ohio
$378K +$107K +1,394 +39%
RIA
73
Regal Investment Advisors
Michigan
$369K +$384 +5 +0.1%
AAS
74
Avantax Advisory Services
Texas
$368K -$140K -1,828 -28%
William Blair & Company
75
William Blair & Company
Illinois
$366K -$2.69K -35 -0.7%
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