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

146 hedge funds and large institutions have $353M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
57
Reduced
42
Closed
18
Calls
$37K
Puts
$66K
Net Calls
-$29K
Net Calls Change
-$566K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.1M
2
FAM
Flaharty Asset Management
Florida
$19.1M
3
RBCM
Raub Brock Capital Management
California
$7.66M
4
PG
Prostatis Group
Maryland
$6.26M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.5M

Top Sellers

1
CFG
CMC Financial Group
Georgia
$3.53M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$331K
3
UBS Group
UBS Group
Switzerland
$31.9M
4
B
Bensler
Washington
$6.93M
5
MCC
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
51
Friedenthal Financial
New Jersey
$681K -$28.2K -382 -4%
PM
52
Penbrook Management
New York
$607K -$149K -2,025 -20%
Comerica Bank
53
Comerica Bank
Texas
$598K +$23.4K +317 +4%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$529K +$525K +7,126 +13,445%
WAM
55
Walker Asset Management
Missouri
$507K +$590 +8 +0.1%
SS
56
Simplicity Solutions
Minnesota
$479K +$35.2K +477 +8%
BFG
57
Bleakley Financial Group
New Jersey
$479K +$35.2K +477 +8%
BAM
58
Beaumont Asset Management
Texas
$478K +$9.51K +129 +2%
GAM
59
Garrison Asset Management
Arkansas
$470K +$74 +1 +0%
RA
60
Rockingstone Advisors
Massachusetts
$460K +$7.37K +100 +2%
VIM
61
Vista Investment Management
Pennsylvania
$455K +$7.81K +106 +2%
DWM
62
Drive Wealth Management
Utah
$453K – – –
ST
63
Somerset Trust
Pennsylvania
$448K -$16.6K -225 -4%
LFA
64
Longview Financial Advisors
Alabama
$445K +$445K +6,036 New
SWA
65
SFMG Wealth Advisors
Texas
$440K -$61.3K -832 -12%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$416K +$416K +5,644 New
MOS
67
MGO One Seven
Ohio
$400K -$42.2K -572 -10%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$391K +$391K +5,300 New
SPIA
69
Steward Partners Investment Advisory
New York
$382K -$1.03K -14 -0.3%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$379K -$7.22K -96 -2%
VCM
71
Virtue Capital Management
Tennessee
$371K +$21.2K +288 +6%
FIM
72
Freedom Investment Management
Connecticut
$364K -$35K -475 -9%
William Blair & Company
73
William Blair & Company
Illinois
$363K +$11.4K +155 +3%
GEM
74
Global Endowment Management
North Carolina
$361K +$361K +4,900 New
NL
75
NWAM LLC
Washington
$358K +$12.8K +173 +4%
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