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Invesco S&P 500 Equal Weight Energy ETF

54 hedge funds and large institutions have $133M invested in Invesco S&P 500 Equal Weight Energy ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
26
Reduced
13
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$62.2M +$500K +9,187 +0.8%
SPIA
2
Strategic Point Investment Advisors
Rhode Island
$11.6M +$375K +6,886 +3%
TCM
3
Tradewinds Capital Management
Washington
$11M +$10.9M +200,342 +11,982%
UBS Group
4
UBS Group
Switzerland
$7.04M -$535K -9,840 -7%
Bank of America
5
Bank of America
North Carolina
$4.01M -$789K -14,497 -16%
Morgan Stanley
6
Morgan Stanley
New York
$3.39M -$2.66M -48,827 -44%
Ameriprise
7
Ameriprise
Minnesota
$3M +$297K +5,490 +11%
RJA
8
Raymond James & Associates
Florida
$2.78M -$342K -6,284 -11%
ACM
9
AlphaStar Capital Management
North Carolina
$2.52M +$118K +2,171 +5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.97M +$1.07M +19,715 +119%
SAM
11
SignalPoint Asset Management
Missouri
$1.95M -$462K -8,486 -19%
ACG
12
Allen Capital Group
Nebraska
$1.86M -$74.3K -1,366 -4%
Jane Street
13
Jane Street
New York
$1.84M +$1.84M +33,839 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.56M +$892K +16,387 +133%
PTCG
15
Pring Turner Capital Group
California
$1.53M +$85.7K +1,575 +6%
AA
16
Ancora Advisors
Ohio
$1.49M
AFS
17
Access Financial Services
Minnesota
$1.42M +$6.8K +125 +0.5%
UCFA
18
United Capital Financial Advisors
Texas
$1.36M +$179K +3,289 +15%
FF
19
Friedenthal Financial
New Jersey
$1.29M +$111K +2,032 +9%
CMP
20
Courage Miller Partners
Virginia
$1.24M +$87.6K +1,610 +8%
Citadel Advisors
21
Citadel Advisors
Florida
$1.13M +$1.13M +20,824 New
Wells Fargo
22
Wells Fargo
California
$1.13M +$46.6K +856 +4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$937K +$14.5K +266 +2%
FIM
24
Freedom Investment Management
Connecticut
$882K +$60.1K +1,104 +7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$570K +$325K +5,978 +132%