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Invesco S&P 500 Equal Weight Energy ETF

139 hedge funds and large institutions have $311M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
47
Reduced
44
Closed
12
Calls
$767K
Puts
$230K
Net Calls
+$537K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
126
Archer Investment Corporation
Indiana
$13.8K
Creative Planning
127
Creative Planning
Kansas
$10.9K +$10.9K +142 New
IPW
128
Impact Partnership Wealth
Georgia
$9.21K +$9.21K +120 New
GGI
129
Godsey & Gibb Inc
Virginia
$7.29K
PCM
130
Penserra Capital Management
California
$7K +$7K +93 New
PCA
131
Providence Capital Advisors
North Carolina
$5.75K
GWM
132
Guardian Wealth Management
Illinois
$5.42K +$76 +1 +1%
WAM
133
WFA Asset Management
Wisconsin
$5.37K +$5.37K +70 New
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$4.07K -$377K -4,912 -99%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.84K
ACA
136
Aptus Capital Advisors
Alabama
$3.84K
CWC
137
Carolinas Wealth Consulting
North Carolina
$3.76K +$3.76K +50 New
FGAM
138
Financial Gravity Asset Management
Texas
$1.77K -$3.25K -44 -65%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$1.5K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$1.3K
LFG
141
Larson Financial Group
Missouri
$307
OAM
142
Oppenheimer Asset Management
New York
-$1.77M -25,896 Closed
GLA
143
Good Life Advisors
Pennsylvania
-$1.15M -16,795 Closed
PG
144
Prostatis Group
Maryland
-$11.8K -11,772 Closed
DCM
145
Donaldson Capital Management
Indiana
-$390K -5,697 Closed
KM
146
Kalos Management
Georgia
-$343K -5,017 Closed
SI
147
Stephens Inc
Arkansas
-$228K -3,334 Closed
FFA
148
Farther Finance Advisors
California
-$30K -438 Closed
LC
149
Lindbrook Capital
California
-$12.9K -189 Closed
Simplex Trading
150
Simplex Trading
Illinois
-$6K -100 Closed