RSPG icon

Invesco S&P 500 Equal Weight Energy ETF

125 hedge funds and large institutions have $258M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
37
Reduced
52
Closed
14
Calls
$253K
Puts
$171K
Net Calls
+$82K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Shares
Change %
AC
76
Anson Capital
Georgia
$262K -$7.87K -115 -3%
BCP
77
Blue Chip Partners
Michigan
$255K +$1.51K +22 +0.6%
MCC
78
Money Concepts Capital
Florida
$255K +$255K +3,725 New
LOIP
79
Live Oak Investment Partners
Texas
$246K -$246K
EFS
80
Essex Financial Services
Connecticut
$242K -$14.6K -214 -6%
SWP
81
Stratos Wealth Partners
Ohio
$242K -$246K -3,595 -50%
FAM
82
Flaharty Asset Management
Florida
$238K
SI
83
Stephens Inc
Arkansas
$228K -$139K -2,024 -38%
GWM
84
Geneos Wealth Management
Colorado
$215K -$25.5K -373 -11%
VCWA
85
Vanguard Capital Wealth Advisors
Colorado
$214K -$12.7K -185 -6%
PTC
86
Private Trust Company
Ohio
$163K -$3.15K -46 -2%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$160K -$7.39K -108 -4%
TF
88
Tompkins Financial
New York
$123K
HI
89
Harbour Investments
Wisconsin
$120K -$6.5K -95 -5%
HWA
90
HHM Wealth Advisors
Tennessee
$104K -$34.9K -510 -25%
CIA
91
Cape Investment Advisory
Georgia
$98.7K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$63.4K -$5K -73 -7%
WAM
93
Worth Asset Management
Texas
$63.2K
IA
94
IFP Advisors
Florida
$60.6K -$5.68K -83 -9%
VWM
95
Venturi Wealth Management
Texas
$57.3K +$4.24K +62 +8%
TWM
96
Tradition Wealth Management
Minnesota
$47K +$273 +4 +0.6%
FFA
97
Founders Financial Alliance
North Carolina
$43K -$753 -11 -2%
GRP
98
Global Retirement Partners
California
$36K +$137 +2 +0.4%
NA
99
NewEdge Advisors
Louisiana
$35.1K -$16.7K -244 -32%
CIAS
100
Capital Investment Advisory Services
North Carolina
$33K +$205 +3 +0.6%