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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $279M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
49
Reduced
42
Closed
19
Calls
$184K
Puts
$123K
Net Calls
+$61K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
76
Rothschild Investment LLC
Illinois
$274K +$274K +4,003 New
ICG
77
InterOcean Capital Group
Tennessee
$273K -$164K -2,400 -38%
AC
78
Anson Capital
Georgia
$270K -$7.45K -109 -3%
EFS
79
Essex Financial Services
Connecticut
$256K +$2.73K +40 +1%
BCP
80
Blue Chip Partners
Michigan
$253K -$34.7K -508 -12%
LOIP
81
Live Oak Investment Partners
Texas
$246K -$261K
GWM
82
Geneos Wealth Management
Colorado
$240K -$637K -9,319 -73%
FAM
83
Flaharty Asset Management
Florida
$238K +$14K +205 +6%
NL
84
NWAM LLC
Washington
$234K -$77K -1,127 -25%
MML Investors Services
85
MML Investors Services
Massachusetts
$228K -$50.3K -736 -18%
VCWA
86
Vanguard Capital Wealth Advisors
Colorado
$226K +$226K +3,311 New
DIA
87
Dana Investment Advisors
Wisconsin
$210K -$59K -863 -22%
Lido Advisors
88
Lido Advisors
California
$202K +$202K +2,961 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$167K +$2.73K +40 +2%
PTC
90
Private Trust Company
Ohio
$166K -$40K -586 -19%
HWA
91
HHM Wealth Advisors
Tennessee
$139K
HI
92
Harbour Investments
Wisconsin
$127K +$23.6K +345 +23%
TF
93
Tompkins Financial
New York
$123K
CIA
94
Cape Investment Advisory
Georgia
$98.5K +$98.5K +1,442 New
AWM
95
Activest Wealth Management
Florida
$93.9K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$68.3K +$8.13K +119 +14%
WAM
97
Worth Asset Management
Texas
$63.1K -$70K -1,025 -53%
IA
98
IFP Advisors
Florida
$60.3K -$570K -9,152 -90%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$53.9K +$23.8K +348 +79%
VWM
100
Venturi Wealth Management
Texas
$53K +$53K +775 New