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

136 hedge funds and large institutions have $315M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
40
Reduced
49
Closed
23
Calls
$65K
Puts
–
Net Calls
+$65K
Net Calls Change
+$32K

Top Buyers

1
NWM
Napa Wealth Management
California
$2.91M
2
DIP
Davis Investment Partners
North Carolina
$4.87M
3
SWM
StoneCrest Wealth Management
Arizona
$2.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.4M
5
Morgan Stanley
Morgan Stanley
New York
$16.1M

Top Sellers

1
PG
Prostatis Group
Maryland
$0
2
Bank of America
Bank of America
North Carolina
$31.9M
3
KC
Kadensa Capital
Hong Kong
$0
4
SWP
Stratos Wealth Partners
Ohio
$635K
5
CMP
Courage Miller Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
$358K +$403 +5 +0.1%
PMG
77
ProVise Management Group
Florida
$335K – – –
FPGK
78
Financial Partners Group (Kansas)
Kansas
$329K +$329K +4,084 New
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$325K +$325K +4,028 New
APP
80
Avantax Planning Partners
Iowa
$324K – – –
RIL
81
Rothschild Investment LLC
Illinois
$320K -$32.3K -400 -9%
William Blair & Company
82
William Blair & Company
Illinois
$316K +$161 +2 +0.1%
BCP
83
Blue Chip Partners
Michigan
$316K +$103K +1,276 +48%
SF
84
Synovus Financial
Georgia
$312K +$1.05K +13 +0.3%
KWA
85
Kingswood Wealth Advisors
California
$306K +$306K +3,800 New
FS
86
Ferguson Shapiro
Georgia
$306K +$306K +3,800 New
DWM
87
Denver Wealth Management
Colorado
$290K -$11.8K -146 -4%
WAM
88
Worth Asset Management
Texas
$287K -$350K -4,342 -55%
VCWA
89
Vanguard Capital Wealth Advisors
Colorado
$286K -$5.15K -64 -2%
CA
90
Clearstead Advisors
Ohio
$268K +$268K +3,323 New
Lido Advisors
91
Lido Advisors
California
$267K -$34.8K -432 -12%
EFS
92
Essex Financial Services
Connecticut
$263K -$31.6K -403 -11%
FIM
93
Freedom Investment Management
Connecticut
$263K -$60.9K -755 -19%
FA
94
Fermata Advisors
California
$258K +$258K +3,196 New
LOIP
95
Live Oak Investment Partners
Texas
$234K – – –
SF
96
Summit Financial
New Jersey
$227K +$227K +2,813 New
CIBC World Market
97
CIBC World Market
Ontario, Canada
$223K – – –
APA
98
Astoria Portfolio Advisors
New York
$222K +$222K +2,755 New
AO
99
Advisor OS
Illinois
$216K +$216K +2,682 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$216K +$216K +2,679 New
2 3
4
5 6