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Invesco S&P 500 Equal Weight Energy ETF

141 hedge funds and large institutions have $335M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
46
Reduced
57
Closed
20
Calls
$50K
Puts
$17K
Net Calls
+$33K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.13M -$322K -3,870 -22%
KAS
52
Kestra Advisory Services
Texas
$1.12M +$40.8K +491 +4%
WI
53
Wintrust Investments
Illinois
$908K +$16.6K +200 +2%
AWM
54
Axxcess Wealth Management
California
$795K +$795K +9,570 New
PWG
55
Private Wealth Group
Florida
$756K +$756K +9,094 New
BAM
56
Belpointe Asset Management
Nevada
$724K +$724K +8,718 New
FF
57
Friedenthal Financial
New Jersey
$720K -$48K -578 -6%
Citadel Advisors
58
Citadel Advisors
Florida
$719K -$1.91M -22,931 -73%
Truist Financial
59
Truist Financial
North Carolina
$697K -$198K -2,378 -22%
PM
60
Penbrook Management
New York
$670K -$14.5K -175 -2%
WAM
61
Worth Asset Management
Texas
$656K +$656K +7,896 New
BWM
62
BigSur Wealth Management
Florida
$602K +$602K +7,248 New
Comerica Bank
63
Comerica Bank
Texas
$589K -$85.4K -1,028 -13%
P
64
&Partners
Tennessee
$582K +$582K +7,006 New
BFG
65
Bleakley Financial Group
New Jersey
$555K +$15.8K +190 +3%
SW
66
Simplicity Wealth
New Jersey
$555K +$555K +6,685 New
WAM
67
Walker Asset Management
Missouri
$543K -$29K -349 -5%
VIM
68
Vista Investment Management
Pennsylvania
$516K +$3.32K +40 +0.6%
DWM
69
Drive Wealth Management
Utah
$512K +$1.16K +14 +0.2%
MOS
70
MGO One Seven
Ohio
$509K +$58K +698 +13%
ST
71
Somerset Trust
Pennsylvania
$504K -$1.41K -17 -0.3%
LFA
72
Longview Financial Advisors
Alabama
$502K +$582 +7 +0.1%
RA
73
Rockingstone Advisors
Massachusetts
$489K -$29.1K -350 -6%
GAM
74
Garrison Asset Management
Arkansas
$484K -$45.3K -545 -9%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$468K -$914 -11 -0.2%