RSPG icon

Invesco S&P 500 Equal Weight Energy ETF

23 hedge funds and large institutions have $96.3M invested in Invesco S&P 500 Equal Weight Energy ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$48.4M 588,725 +588,725 New
BTS
2
BB&T Securities
Virginia
$12.4M 15,046 +15,046 New
Bank of America
3
Bank of America
North Carolina
$11.7M 142,446 +114,180 +404%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.91M 71,880 +39,682 +123%
Morgan Stanley
5
Morgan Stanley
New York
$3.82M 46,445 +37,928 +445%
RJA
6
Raymond James & Associates
Florida
$3.51M 42,675 +42,675 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.04M 37,029 +13,474 +57%
Wells Fargo
8
Wells Fargo
California
$2.74M 33,317 -5,453 -14%
AHS
9
Aspiriant Holdings S3
California
$944K 11,485 -315 -3%
CA
10
Cetera Advisors
Colorado
$901K 11,055 +11,055 New
PI
11
Placemark Investments
Illinois
$832K 10,105 +10,105 New
U
12
UBS
Switzerland
$460K 5,592 +4,042 +261%
BRWA
13
B. Riley Wealth Advisors
Florida
$459K 5,590 +2,200 +65%
AA
14
Apriem Advisors
California
$400K 4,873 +1,028 +27%
Stifel Financial
15
Stifel Financial
Missouri
$368K 4,472 +4,472 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$121K 1,470 +1,470 New
WA
17
WFG Advisors
Texas
$106K 1,293 +1,253 +3,133%
AIG
18
American International Group
New York
$75.7K 921 +921 New
Ameriprise
19
Ameriprise
Minnesota
$63K 762 -28 -4%
MFS
20
MSI Financial Services
Massachusetts
$61K 745 +60 +9%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$52K 646 +2 +0.3%
BCI
22
Brinker Capital Investments
Pennsylvania
$18K 225 +101 +81%
SSG
23
Summit Securities Group
New York
$0 5,000