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Invesco S&P 500 Equal Weight Energy ETF

64 hedge funds and large institutions have $114M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
27
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$25.8M 569,223 +345,161 +154%
Bank of America
2
Bank of America
North Carolina
$10.5M 232,478 +11,747 +5%
RJA
3
Raymond James & Associates
Florida
$9.16M 202,195 +2,614 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.86M 195,639 +124,873 +176%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.33M 161,842 +4,231 +3%
Morgan Stanley
6
Morgan Stanley
New York
$5.68M 125,370 +3,673 +3%
BCP
7
Blue Chip Partners
Michigan
$4.58M 101,118 +4,098 +4%
FHC
8
First Heartland Consultants
Missouri
$3.56M 78,617 +23,787 +43%
Ameriprise
9
Ameriprise
Minnesota
$3.54M 78,175 +45,884 +142%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.24M 71,601 +691 +1%
OC
11
Oarsman Capital
Wisconsin
$3.24M 71,485 +14,584 +26%
SAM
12
Stringer Asset Management
Tennessee
$2.53M 55,901 -125 -0.2%
CMP
13
Courage Miller Partners
Virginia
$2.26M 49,806 +56 +0.1%
LPL Financial
14
LPL Financial
California
$1.94M 42,873 +12,206 +40%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.77M 39,129 +3,199 +9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.73M 38,108 +38,108 New
Wells Fargo
17
Wells Fargo
California
$1.68M 37,178 +22,880 +160%
SAM
18
SignalPoint Asset Management
Missouri
$1.36M 30,108 -404 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.25M 27,112 -75,659 -74%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.19M 26,295 -7,344 -22%
CAN
21
Cetera Advisor Networks
California
$1.11M 24,558 +24,558 New
SPIA
22
Steward Partners Investment Advisory
New York
$1.1M 24,250 -266 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.02M 22,403 +140 +0.6%
CF
24
Centaurus Financial
California
$991K 21,872 -5,706 -21%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$968K 21,373 +3,432 +19%