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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Market Value Shares Shares
Change
Shares
Change %
SIA
76
SeaBridge Investment Advisors
New Jersey
$311K 4,074 +4,074 New
TWM
77
Tradition Wealth Management
Minnesota
$307K 4,024 +279 +7%
KA
78
Kovack Advisors
Florida
$300K 3,933 +3,933 New
IAA
79
Independent Advisor Alliance
North Carolina
$297K 3,892 +3,892 New
SW
80
SteelPeak Wealth
California
$284K 3,725 +300 +9%
BCM
81
Brookstone Capital Management
Illinois
$280K 3,669 -13,072 -78%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$277K 3,631 +61 +2%
Lido Advisors
83
Lido Advisors
California
$273K 3,579 +538 +18%
EFS
84
Essex Financial Services
Connecticut
$260K 3,403 +14 +0.4%
AO
85
Advisor OS
Illinois
$256K 3,353 +416 +14%
Mariner
86
Mariner
Kansas
$255K 3,344
AIM
87
Anchor Investment Management
South Carolina
$247K 3,241 +1,826 +129%
FA
88
Fermata Advisors
California
$244K 3,202 -11 -0.3%
MML Investors Services
89
MML Investors Services
Massachusetts
$243K 3,182 +3,182 New
SF
90
Summit Financial
New Jersey
$216K 2,825 +5 +0.2%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$215K 2,811 -1,217 -30%
FIM
92
Freedom Investment Management
Connecticut
$213K 2,789 -285 -9%
APA
93
Astoria Portfolio Advisors
New York
$207K 2,500 -184 -7%
BCP
94
Blue Chip Partners
Michigan
$206K 2,694 +16 +0.6%
LOIP
95
Live Oak Investment Partners
Texas
William Blair & Company
96
William Blair & Company
Illinois
$198K 2,597 -678 -21%
PTC
97
Private Trust Company
Ohio
$182K 2,380
SPIA
98
Steward Partners Investment Advisory
New York
$178K 2,332 -3,012 -56%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$167K 2,189 +732 +50%
AWM
100
Activest Wealth Management
Florida
$154K 2,022