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Invesco S&P 500 Equal Weight Energy ETF

131 hedge funds and large institutions have $280M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
37
Reduced
59
Closed
21
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
SA
51
Sanctuary Advisors
Indiana
$517K -$2.66M -30,952 -84%
BFG
52
Bleakley Financial Group
New Jersey
$498K -$9.43K -123 -2%
LFA
53
Longview Financial Advisors
Alabama
$494K -$16.7K -218 -3%
WAM
54
Walker Asset Management
Missouri
$488K -$11.3K -147 -2%
FTUS
55
Flow Traders U.S.
New York
$485K +$485K +6,330 New
ST
56
Somerset Trust
Pennsylvania
$464K -$920 -12 -0.2%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$458K +$13.3K +174 +3%
SA
58
Strategic Advisors
New York
$452K -$457K -5,958 -50%
SWA
59
SFMG Wealth Advisors
Texas
$420K
VIM
60
Vista Investment Management
Pennsylvania
$417K -$49.1K -641 -11%
GAM
61
Garrison Asset Management
Arkansas
$410K -$15.3K -199 -4%
SPIA
62
Steward Partners Investment Advisory
New York
$410K +$7.59K +99 +2%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$398K -$5.83K -76 -1%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$357K -$14.9K -195 -4%
SF
65
Synovus Financial
Georgia
$350K +$53K +692 +18%
NL
66
NWAM LLC
Washington
$337K +$337K +4,397 New
FPGK
67
Financial Partners Group (Kansas)
Kansas
$331K +$18.2K +238 +6%
Comerica Bank
68
Comerica Bank
Texas
$326K -$212K -2,772 -39%
PMG
69
ProVise Management Group
Florida
$318K
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$309K
RIL
71
Rothschild Investment LLC
Illinois
$304K
KWA
72
Kingswood Wealth Advisors
California
$290K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$287K -$89.1K -1,162 -24%
TWM
74
Tradition Wealth Management
Minnesota
$287K +$93.5K +1,220 +48%
AI
75
Atria Investments
North Carolina
$276K +$276K +3,604 New