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Invesco S&P 500 Equal Weight Energy ETF

58 hedge funds and large institutions have $155M invested in Invesco S&P 500 Equal Weight Energy ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
58
Holders Change
-9
Holders Change %
-13.43%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
27
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$46.8M 753,225 -21,877 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.2M 550,874 +29,290 +6%
Citigroup
3
Citigroup
New York
$9.35M 150,500 +149,999 +29,940%
UBS Group
4
UBS Group
Switzerland
$8.99M 144,677 +4,554 +3%
Morgan Stanley
5
Morgan Stanley
New York
$8.82M 142,019 +34,415 +32%
RJA
6
Raymond James & Associates
Florida
$5.45M 87,677 +24,737 +39%
SBL
7
Sargent Bickham Lagudis
Colorado
$3.49M 56,200 +10,991 +24%
Bank of America
8
Bank of America
North Carolina
$3.45M 55,552 -2,480 -4%
Ameriprise
9
Ameriprise
Minnesota
$3.36M 53,991 -30,494 -36%
ACM
10
AlphaStar Capital Management
North Carolina
$2.92M 46,984 -5,567 -11%
Wells Fargo
11
Wells Fargo
California
$2.37M 38,187 +23,866 +167%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.18M 35,033 +6,315 +22%
SAM
13
SignalPoint Asset Management
Missouri
$2.05M 32,935 -238 -0.7%
ACG
14
Allen Capital Group
Nebraska
$1.98M 31,849 -590 -2%
PTCG
15
Pring Turner Capital Group
California
$1.7M 27,405
UCFA
16
United Capital Financial Advisors
Texas
$1.64M 26,418 +750 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.58M 25,346 +7,124 +39%
FF
18
Friedenthal Financial
New Jersey
$1.51M 24,247 +542 +2%
ET
19
Equitable Trust
Tennessee
$1.47M 23,706 +1,069 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.47M 23,805 +1,702 +8%
CMP
21
Courage Miller Partners
Virginia
$1.43M 22,999 -35 -0.2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.32M 21,243 +3,350 +19%
GAM
23
Garrison Asset Management
Arkansas
$929K 14,953 +1,144 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$882K 14,206 +1,522 +12%
AA
25
Advisory Alpha
Michigan
$572K 10,781 +10,781 New