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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 %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$1.37K
BAM
127
Belpointe Asset Management
Nevada
$752
Citigroup
128
Citigroup
New York
$478 +$478 +7 New
LFG
129
Larson Financial Group
Missouri
$273 +$273 +4 New
WWA
130
WCG Wealth Advisors
Nevada
-$10.8M -148,568 Closed
TA
131
TKG Advisors
Indiana
-$1.77M -24,329 Closed
GSC
132
G&S Capital
Colorado
-$1.65M -22,719 Closed
IWA
133
IBEX Wealth Advisors
New Jersey
-$763K -10,502 Closed
FSA
134
Financial Services Advisory
Maryland
-$683K -9,392 Closed
MCC
135
Money Concepts Capital
Florida
-$591K -8,127 Closed
PAG
136
Private Advisory Group
Washington
-$338K -4,644 Closed
FFN
137
Focus Financial Network
Minnesota
-$326K -4,490 Closed
CF
138
Centaurus Financial
California
-$248K -3,414 Closed
OWA
139
One Wealth Advisors
California
-$223K -3,070 Closed
SOS
140
Silver Oak Securities
Tennessee
-$217K -2,990 Closed
AP
141
Advisors Preferred
Maryland
-$207K -2,959 Closed
FHA
142
Flagship Harbor Advisors
Massachusetts
-$207K -2,846 Closed
DC
143
Davenport & Co
Virginia
-$200K -2,755 Closed
TWC
144
TD Waterhouse Canada
Ontario, Canada
-$36.7K -527 Closed
AWM
145
Accurate Wealth Management
Florida
-$36.7K -500 Closed
USCWA
146
U.S. Capital Wealth Advisors
Texas
-$22.9K -315 Closed
VF
147
VitalStone Financial
Texas
-$20K -301 Closed
MSCM
148
McElhenny Sheffield Capital Management
Texas
-$1.82K -25 Closed