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Invesco S&P 500 Equal Weight Energy ETF

139 hedge funds and large institutions have $311M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
47
Reduced
44
Closed
12
Calls
$767K
Puts
$230K
Net Calls
+$537K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Shares
Change %
NL
76
NWAM LLC
Washington
$359K +$153 +2 +0%
RIL
77
Rothschild Investment LLC
Illinois
$352K -$12.3K -160 -3%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$351K +$12.5K +163 +4%
SF
79
Synovus Financial
Georgia
$351K -$20.7K -270 -6%
Invesco
80
Invesco
Georgia
$348K -$41.7K -543 -11%
VCM
81
Virtue Capital Management
Tennessee
$324K
SIS
82
Strategic Investment Solutions
Illinois
$323K +$318K +4,216 +6,200%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$322K -$167K -2,175 -34%
APP
84
Avantax Planning Partners
Iowa
$308K
ICG
85
InterOcean Capital Group
Tennessee
$307K
FA
86
Fiduciary Alliance
South Carolina
$306K +$306K +3,983 New
AC
87
Anson Capital
Georgia
$294K
PMG
88
ProVise Management Group
Florida
$289K +$289K +3,761 New
FAM
89
Flaharty Asset Management
Florida
$286K +$19.3K +252 +7%
MML Investors Services
90
MML Investors Services
Massachusetts
$283K -$27.6K -360 -9%
Citadel Advisors
91
Citadel Advisors
Florida
$277K -$1.72M -22,478 -86%
LOIP
92
Live Oak Investment Partners
Texas
$276K -$246K
EFS
93
Essex Financial Services
Connecticut
$272K +$921 +12 +0.3%
AFWM
94
AMJ Financial Wealth Management
Virginia
$252K +$252K +3,283 New
GWM
95
Geneos Wealth Management
Colorado
$241K +$384 +5 +0.2%
NW
96
NewEdge Wealth
Pennsylvania
$235K +$235K +3,065 New
BCP
97
Blue Chip Partners
Michigan
$232K -$54.3K -708 -19%
VCWA
98
Vanguard Capital Wealth Advisors
Colorado
$224K -$15.7K -204 -7%
DIA
99
Dana Investment Advisors
Wisconsin
$209K +$209K +2,725 New
VF
100
VitalStone Financial
Texas
$187K +$165K +2,250 +760%