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

136 hedge funds and large institutions have $315M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
40
Reduced
49
Closed
23
Calls
$65K
Puts
–
Net Calls
+$65K
Net Calls Change
+$32K

Top Buyers

1
NWM
Napa Wealth Management
California
$2.91M
2
DIP
Davis Investment Partners
North Carolina
$4.87M
3
SWM
StoneCrest Wealth Management
Arizona
$2.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.4M
5
Morgan Stanley
Morgan Stanley
New York
$16.1M

Top Sellers

1
PG
Prostatis Group
Maryland
$0
2
Bank of America
Bank of America
North Carolina
$31.9M
3
KC
Kadensa Capital
Hong Kong
$0
4
SWP
Stratos Wealth Partners
Ohio
$635K
5
CMP
Courage Miller Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$742K -$402K -4,986 -35%
Goldman Sachs
52
Goldman Sachs
New York
$704K +$704K +8,730 New
FF
53
Friedenthal Financial
New Jersey
$638K -$60.7K -753 -9%
SWP
54
Stratos Wealth Partners
Ohio
$635K -$2.49M -30,820 -80%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$606K -$1.4M -17,397 -70%
BWM
56
BigSur Wealth Management
Florida
$584K – – –
Comerica Bank
57
Comerica Bank
Texas
$566K -$5.32K -66 -0.9%
LFA
58
Longview Financial Advisors
Alabama
$537K +$49.8K +618 +10%
SW
59
Simplicity Wealth
New Jersey
$534K -$5.24K -65 -1%
BFG
60
Bleakley Financial Group
New Jersey
$534K -$5.24K -65 -1%
Truist Financial
61
Truist Financial
North Carolina
$526K -$150K -1,861 -22%
WAM
62
Walker Asset Management
Missouri
$526K -$806 -10 -0.2%
DWM
63
Drive Wealth Management
Utah
$499K +$1.61K +20 +0.3%
VIM
64
Vista Investment Management
Pennsylvania
$491K -$10.2K -126 -2%
ST
65
Somerset Trust
Pennsylvania
$489K -$81 -1 -0%
RA
66
Rockingstone Advisors
Massachusetts
$475K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$468K +$255K +3,157 +119%
GAM
68
Garrison Asset Management
Arkansas
$447K -$22.2K -275 -5%
SWA
69
SFMG Wealth Advisors
Texas
$442K – – –
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$425K -$29.4K -365 -6%
SPIA
71
Steward Partners Investment Advisory
New York
$423K +$11.1K +138 +3%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$396K -$8.06K -100 -2%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$396K -$32.3K -398 -8%
GEM
74
Global Endowment Management
North Carolina
$395K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$378K +$378K +4,683 New
1 2
3
4 5