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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Market Value Shares Shares
Change
Shares
Change %
KWA
51
Kingswood Wealth Advisors
California
$580K 7,600 +3,800 +100%
RCM
52
Requisite Capital Management
Texas
$565K 7,403 -5,115 -41%
RIL
53
Rothschild Investment LLC
Illinois
$524K 6,868 +2,900 +73%
LFA
54
Longview Financial Advisors
Alabama
$516K 6,754 +311 +5%
BFG
55
Bleakley Financial Group
New Jersey
$497K 6,512 +15 +0.2%
CWA
56
Capital Wealth Alliance
Arizona
$497K 6,508 -3,122 -32%
WAM
57
Walker Asset Management
Missouri
$491K 6,434 +61 +1%
WAM
58
Worth Asset Management
Texas
$483K 6,322 +2,768 +78%
ST
59
Somerset Trust
Pennsylvania
$461K 6,041 -10 -0.2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$439K 5,745 -228 -4%
SWA
61
SFMG Wealth Advisors
Texas
$419K 5,481
VIM
62
Vista Investment Management
Pennsylvania
$418K 5,476 +29 +0.5%
MCM
63
MAI Capital Management
Ohio
$401K 5,250 +5,250 New
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$381K 4,985 -207 -4%
OFS
65
OneAscent Financial Services
Alabama
$377K 4,937 +4,937 New
AI
66
Atria Investments
North Carolina
$377K 4,937 +1,333 +37%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$354K 4,632 -55 -1%
SA
68
Sylvest Advisors
Texas
$352K 4,605 +4,605 New
Truist Financial
69
Truist Financial
North Carolina
$344K 4,509 -4,180 -48%
NL
70
NWAM LLC
Washington
$335K 4,393 -4 -0.1%
SA
71
Strategic Advisors
New York
$331K 4,329 -1,567 -27%
FPGK
72
Financial Partners Group (Kansas)
Kansas
$325K 4,255 -67 -2%
Comerica Bank
73
Comerica Bank
Texas
$325K 4,252
SF
74
Synovus Financial
Georgia
$323K 4,226 -338 -7%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$319K 4,011 +4,011 New