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Invesco S&P 500 Equal Weight Energy ETF

131 hedge funds and large institutions have $280M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
37
Reduced
59
Closed
21
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
-$34K
Name Market Value Shares Shares
Change
Shares
Change %
WAM
76
Worth Asset Management
Texas
$272K 3,554
Jones Financial Companies
77
Jones Financial Companies
Missouri
$272K 3,570 +891 +33%
EFS
78
Essex Financial Services
Connecticut
$267K 3,389 +30 +0.9%
SP
79
Stonebrook Private
Michigan
$264K 3,447 +3,447 New
SW
80
SteelPeak Wealth
California
$262K 3,425 +3,425 New
TRCT
81
Tower Research Capital (TRC)
New York
$258K 3,364 -1,319 -28%
Mariner
82
Mariner
Kansas
$256K 3,344 +3,344 New
William Blair & Company
83
William Blair & Company
Illinois
$251K 3,275 -647 -16%
FA
84
Fermata Advisors
California
$246K 3,213 +17 +0.5%
GS
85
GTS Securities
New York
$240K 3,138 +3,138 New
DWM
86
Denver Wealth Management
Colorado
$238K 3,099 -495 -14%
FIM
87
Freedom Investment Management
Connecticut
$236K 3,074 -192 -6%
Lido Advisors
88
Lido Advisors
California
$233K 3,041 -274 -8%
AO
89
Advisor OS
Illinois
$225K 2,937 +255 +10%
APA
90
Astoria Portfolio Advisors
New York
$219K 2,684 -71 -3%
SF
91
Summit Financial
New Jersey
$216K 2,820 +7 +0.2%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$212K 2,770
BCP
93
Blue Chip Partners
Michigan
$205K 2,678 -1,242 -32%
LOIP
94
Live Oak Investment Partners
Texas
PTC
95
Private Trust Company
Ohio
$182K 2,380
NFA
96
Northwest Financial Advisors
Virginia
$180K 2,347 +2,347 New
AWM
97
Activest Wealth Management
Florida
$155K 2,022
HWA
98
HHM Wealth Advisors
Tennessee
$138K 1,801 -270 -13%
HI
99
Harbour Investments
Wisconsin
$137K 1,790 +7 +0.4%
CFD
100
Creative Financial Designs
Indiana
$130K 1,695 +1,156 +214%