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Invesco S&P 500 Equal Weight Energy ETF

62 hedge funds and large institutions have $133M invested in Invesco S&P 500 Equal Weight Energy ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
23
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$66.1M 1,134,194 +203,150 +22%
SPIA
2
Strategic Point Investment Advisors
Rhode Island
$12M 205,891 -7,640 -4%
UBS Group
3
UBS Group
Switzerland
$8.11M 139,148 -28,698 -17%
Morgan Stanley
4
Morgan Stanley
New York
$6.47M 111,081 +59,759 +116%
Bank of America
5
Bank of America
North Carolina
$5.14M 88,169 -40,370 -31%
RJA
6
Raymond James & Associates
Florida
$3.35M 57,387 +6,201 +12%
Ameriprise
7
Ameriprise
Minnesota
$2.91M 49,996 +9,696 +24%
SAM
8
SignalPoint Asset Management
Missouri
$2.58M 44,273 -716 -2%
ACM
9
AlphaStar Capital Management
North Carolina
$2.57M 44,121 +315 +0.7%
ACG
10
Allen Capital Group
Nebraska
$2.07M 35,528 +35,528 New
AA
11
Ancora Advisors
Ohio
$1.6M 27,406 +27,406 New
PTCG
12
Pring Turner Capital Group
California
$1.55M 26,515
AFS
13
Access Financial Services
Minnesota
$1.51M 25,925 -6,111 -19%
UCFA
14
United Capital Financial Advisors
Texas
$1.27M 21,779 -2,962 -12%
FF
15
Friedenthal Financial
New Jersey
$1.26M 21,632 +261 +1%
CMP
16
Courage Miller Partners
Virginia
$1.24M 21,211 +529 +3%
Wells Fargo
17
Wells Fargo
California
$1.16M 19,922 -46,902 -70%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$988K 16,947 +4,226 +33%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$964K 16,532 +7,563 +84%
HighTower Advisors
20
HighTower Advisors
Illinois
$924K 15,927 +691 +5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$911K 15,637 +1,597 +11%
FIM
22
Freedom Investment Management
Connecticut
$880K 15,099 +1,016 +7%
ECML
23
Eagle Capital Management (Louisiana)
Louisiana
$870K 14,923 +267 +2%
GAM
24
Garrison Asset Management
Arkansas
$790K 13,560 +17 +0.1%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$719K 12,331 +7,185 +140%