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Invesco S&P 500 Equal Weight Energy ETF
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Overview Fund Activity

146 hedge funds and large institutions have $353M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
57
Reduced
42
Closed
18
Calls
$37K
Puts
$66K
Net Calls
-$29K
Net Calls Change
-$566K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.1M
2
FAM
Flaharty Asset Management
Florida
$19.1M
3
RBCM
Raub Brock Capital Management
California
$7.66M
4
PG
Prostatis Group
Maryland
$6.26M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.5M

Top Sellers

1
CFG
CMC Financial Group
Georgia
$3.53M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$331K
3
UBS Group
UBS Group
Switzerland
$31.9M
4
B
Bensler
Washington
$6.93M
5
MCC
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$25.7K -$32.6K -443 -56%
BTI
127
Blue Trust Inc
Georgia
$19K +$19K +250 New
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$16.9K – – –
AA
129
Ancora Advisors
Ohio
$15.5K +$15.5K +210 New
VWM
130
Venturi Wealth Management
Texas
$14.7K -$52.9K -717 -78%
HWM
131
HighMark Wealth Management
Minnesota
$14.7K – – –
BWM
132
Baystate Wealth Management
Massachusetts
$14K +$14K +189 New
AIC
133
Archer Investment Corporation
Indiana
$13.3K – – –
CAL
134
Capital Analysts LLC
Pennsylvania
$13K +$13K +173 New
IPW
135
Impact Partnership Wealth
Georgia
$8.85K – – –
TAM
136
Tucker Asset Management
Colorado
$7.67K -$52.7K -715 -87%
GGI
137
Godsey & Gibb Inc
Virginia
$7K – – –
PCA
138
Providence Capital Advisors
North Carolina
$5.53K – – –
HPC
139
HM Payson & Co
Maine
$5.31K +$5.31K +72 New
GWM
140
Guardian Wealth Management
Illinois
$5.26K – – –
SIS
141
Strategic Investment Solutions
Illinois
$5.01K -$311K -4,216 -98%
ACA
142
Aptus Capital Advisors
Alabama
$3.69K – – –
FGAM
143
Financial Gravity Asset Management
Texas
$3.52K +$1.76K +24 +100%
MSG
144
Main Street Group
Virginia
$3.02K +$3.02K +41 New
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$1.49K – – –
AC
146
AlphaCore Capital
California
$1.11K +$1.11K +15 New
LFG
147
Larson Financial Group
Missouri
$295 – – –
MCC
148
Money Concepts Capital
Florida
– -$2.85M -37,086 Closed
SAM
149
Synergy Asset Management
Washington
– -$1.93M -25,157 Closed
Goldman Sachs
150
Goldman Sachs
New York
– -$1.37M -17,920 Closed
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