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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.

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 %
FA
101
Fiduciary Alliance
South Carolina
$233K -$109K -1,307 -32%
CIBC World Market
102
CIBC World Market
Ontario, Canada
$230K – – –
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$221K +$22.7K +273 +11%
BCP
104
Blue Chip Partners
Michigan
$220K -$33.2K -400 -13%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$220K +$89.1K +1,072 +68%
GWM
106
Geneos Wealth Management
Colorado
$205K -$67K -806 -25%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$204K -$28.4K -342 -12%
PTC
108
Private Trust Company
Ohio
$198K – – –
AWM
109
Activest Wealth Management
Florida
$168K – – –
HI
110
Harbour Investments
Wisconsin
$148K +$415 +5 +0.3%
HNB
111
Hilltop National Bank
Wyoming
$141K +$141K +1,702 New
CPG
112
Custom Portfolio Group
Colorado
$139K – – –
VF
113
VitalStone Financial
Texas
$128K -$130K -1,557 -50%
CIA
114
Cape Investment Advisory
Georgia
$120K – – –
TF
115
Tompkins Financial
New York
$99.7K – – –
HWA
116
HHM Wealth Advisors
Tennessee
$95.6K -$30.9K -372 -24%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$86K -$38.6K -466 -31%
FFA
118
Founders Financial Alliance
North Carolina
$53.3K +$332 +4 +0.6%
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$45.9K – – –
CIAS
120
Capital Investment Advisory Services
North Carolina
$40.9K +$249 +3 +0.6%
HIA
121
Harbor Investment Advisory
Maryland
$37.4K – – –
GRP
122
Global Retirement Partners
California
$35.4K +$83 +1 +0.2%
CFD
123
Creative Financial Designs
Indiana
$33K +$83 +1 +0.3%
NA
124
NewEdge Advisors
Louisiana
$33K +$83 +1 +0.3%
IA
125
IFP Advisors
Florida
$28.9K -$83 -1 -0.3%
3 4
5
6 7