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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 %
GWM
101
Geneos Wealth Management
Colorado
$209K +$9.92K +123 +5%
TWM
102
Tradition Wealth Management
Minnesota
$204K +$204K +2,525 New
PTC
103
Private Trust Company
Ohio
$192K – – –
HWA
104
HHM Wealth Advisors
Tennessee
$167K +$74.2K +920 +80%
AWM
105
Activest Wealth Management
Florida
$163K – – –
HI
106
Harbour Investments
Wisconsin
$144K +$484 +6 +0.3%
HNB
107
Hilltop National Bank
Wyoming
$137K – – –
CF
108
Centaurus Financial
California
$137K +$137K +1,700 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$129K -$84.7K -1,051 -40%
CIA
110
Cape Investment Advisory
Georgia
$116K – – –
IAIM
111
International Assets Investment Management
Florida
$106K +$106K +1,315 New
TF
112
Tompkins Financial
New York
$96.8K – – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$89K +$5.47K +68 +7%
WT
114
Whittier Trust
California
$80.6K +$80.6K +1,000 New
TH
115
TCTC Holdings
Texas
$60.4K +$60.4K +749 New
FFA
116
Founders Financial Alliance
North Carolina
$52K +$242 +3 +0.5%
CFD
117
Creative Financial Designs
Indiana
$43.5K +$11.5K +142 +36%
CIAS
118
Capital Investment Advisory Services
North Carolina
$39.9K +$161 +2 +0.4%
HIA
119
Harbor Investment Advisory
Maryland
$36.3K – – –
GRP
120
Global Retirement Partners
California
$34.5K +$161 +2 +0.5%
NA
121
NewEdge Advisors
Louisiana
$29.8K -$2.26K -28 -7%
CPG
122
Custom Portfolio Group
Colorado
$29K -$101K -1,311 -78%
IA
123
IFP Advisors
Florida
$28.1K – – –
GJWM
124
Gilliland Jeter Wealth Management
Arkansas
$24.2K – – –
TSMHT
125
Thurston Springer Miller Herd & Titak
Indiana
$24.2K +$24.2K +300 New
3 4
5
6 7