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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $279M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
49
Reduced
42
Closed
19
Calls
$184K
Puts
$123K
Net Calls
+$61K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$51.7K -$1.67M -24,402 -97%
TWM
102
Tradition Wealth Management
Minnesota
$47K +$412 +6 +0.9%
FFA
103
Founders Financial Alliance
North Carolina
$43.7K +$1.37K +20 +3%
HGERS
104
Householder Group Estate & Retirement Specialist
Arizona
$38K +$38K +553 New
GRP
105
Global Retirement Partners
California
$34.1K -$30.9K -475 -48%
CIAS
106
Capital Investment Advisory Services
North Carolina
$32.8K +$273 +4 +0.8%
ASN
107
Advisory Services Network
Georgia
$30.8K +$30.8K +451 New
CFD
108
Creative Financial Designs
Indiana
$26.8K +$136 +2 +0.5%
JMF
109
Johnson Midwest Financial
Iowa
$13.8K
HWM
110
HighMark Wealth Management
Minnesota
$13.7K
S
111
SignatureFD
Georgia
$12.9K +$12.9K +189 New
LC
112
Lindbrook Capital
California
$12.9K +$12.9K +189 New
AIC
113
Archer Investment Corporation
Indiana
$12.3K
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$9.7K
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$8.41K -$2.03K -29,718 -19%
GGI
116
Godsey & Gibb Inc
Virginia
$6.49K
PCA
117
Providence Capital Advisors
North Carolina
$5.13K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$5K
GWM
119
Guardian Wealth Management
Illinois
$4.77K +$68 +1 +1%
SIS
120
Strategic Investment Solutions
Illinois
$4.65K +$4.65K +68 New
BTI
121
Blue Trust Inc
Georgia
$4K
AAS
122
Ameritas Advisory Services
Nebraska
$3.54K +$3.54K +50 New
ACA
123
Aptus Capital Advisors
Alabama
$3.42K -$205 -3 -6%
AC
124
AlphaCore Capital
California
$3.08K
FGAM
125
Financial Gravity Asset Management
Texas
$1.66K -$122 -5 -7%