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Invesco S&P 500 Equal Weight Energy ETF

67 hedge funds and large institutions have $157M invested in Invesco S&P 500 Equal Weight Energy ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
18
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$48.4M 775,102 +775,102 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.5M 521,584 -621,797 -54%
SPIA
3
Strategic Point Investment Advisors
Rhode Island
$13.5M 215,878 +3,101 +1%
UBS Group
4
UBS Group
Switzerland
$8.74M 140,123 +10,815 +8%
Morgan Stanley
5
Morgan Stanley
New York
$6.71M 107,604 +45,350 +73%
Ameriprise
6
Ameriprise
Minnesota
$5.27M 84,485 +28,999 +52%
RJA
7
Raymond James & Associates
Florida
$3.93M 62,940 +11,837 +23%
Bank of America
8
Bank of America
North Carolina
$3.62M 58,032 -15,640 -21%
ACM
9
AlphaStar Capital Management
North Carolina
$3.28M 52,551 +6,259 +14%
SBL
10
Sargent Bickham Lagudis
Colorado
$2.82M 45,209 +45,209 New
SAM
11
SignalPoint Asset Management
Missouri
$2.07M 33,173 -2,614 -7%
ACG
12
Allen Capital Group
Nebraska
$2.02M 32,439 -1,723 -5%
PTCG
13
Pring Turner Capital Group
California
$1.71M 27,405 -685 -2%
UCFA
14
United Capital Financial Advisors
Texas
$1.6M 25,668 +600 +2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.56M 28,718
FF
16
Friedenthal Financial
New Jersey
$1.48M 23,705 +41 +0.2%
CMP
17
Courage Miller Partners
Virginia
$1.44M 23,034 +213 +0.9%
ET
18
Equitable Trust
Tennessee
$1.41M 22,637 +22,637 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.36M 22,103 +22,103 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.22M 19,482 -16,765 -46%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.14M 18,222 +1,009 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.12M 17,893 +13,324 +292%
FIM
23
Freedom Investment Management
Connecticut
$1.02M 16,261 +58 +0.4%
Wells Fargo
24
Wells Fargo
California
$894K 14,321 -6,457 -31%
FA
25
FDx Advisors
Illinois
$863K 13,833 +13,833 New