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Invesco S&P 500 Equal Weight Energy ETF
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Overview Fund Activity

141 hedge funds and large institutions have $335M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
46
Reduced
57
Closed
20
Calls
$50K
Puts
$17K
Net Calls
+$33K
Net Calls Change
+$62K

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$28.7M
2
Ameriprise
2
Ameriprise
Minnesota
$19.2M
3
BCM
3
Beck Capital Management
Texas
$4.39M
4
KC
4
Kadensa Capital
Hong Kong
$2.72M
5
CMP
5
Courage Miller Partners
Virginia
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.7M
2
UBS Group
2
UBS Group
Switzerland
$26.4M
3
Bank of America
3
Bank of America
North Carolina
$36.4M
4
B
4
Bensler
Washington
$0
5
LPL Financial
5
LPL Financial
California
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
SFMG Wealth Advisors
Texas
$455K -$40.5K -487 -8%
Renaissance Technologies
77
Renaissance Technologies
New York
$449K -$557K -6,700 -55%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$439K +$20.5K +246 +5%
SPIA
79
Steward Partners Investment Advisory
New York
$424K -$6.4K -77 -1%
VCM
80
Virtue Capital Management
Tennessee
$420K -$12.7K -148 -3%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$416K +$43.4K +522 +12%
GEM
82
Global Endowment Management
North Carolina
$407K – – –
FFA
83
First Foundation Advisors
California
$399K +$399K +4,797 New
NL
84
NWAM LLC
Washington
$393K -$4.25K -52 -1%
RIA
85
Regal Investment Advisors
Michigan
$368K -$3.32K -40 -0.9%
RIL
86
Rothschild Investment LLC
Illinois
$363K -$17.9K -215 -5%
PMG
87
ProVise Management Group
Florida
$345K – – –
ICG
88
InterOcean Capital Group
Tennessee
$335K +$2.33K +28 +0.7%
FIM
89
Freedom Investment Management
Connecticut
$334K -$75.6K -910 -18%
APP
90
Avantax Planning Partners
Iowa
$334K – – –
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$326K -$6.31K -76 -2%
William Blair & Company
92
William Blair & Company
Illinois
$326K -$83.1K -1,000 -20%
SF
93
Synovus Financial
Georgia
$321K +$831 +10 +0.3%
CAN
94
Cetera Advisor Networks
California
$315K -$31.9K -384 -9%
EFS
95
Essex Financial Services
Connecticut
$313K +$18.4K +221 +6%
Lido Advisors
96
Lido Advisors
California
$311K +$32.2K +387 +12%
DWM
97
Denver Wealth Management
Colorado
$311K +$4.4K +53 +1%
VCWA
98
Vanguard Capital Wealth Advisors
Colorado
$301K -$23.8K -287 -7%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$273K +$272K +3,336 +16,680%
Invesco
100
Invesco
Georgia
$250K -$73.9K -889 -23%
2 3
4
5 6