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Invesco S&P 500 Equal Weight Energy ETF

67 hedge funds and large institutions have $104M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$32M 709,510 +140,287 +25%
Bank of America
2
Bank of America
North Carolina
$17.7M 391,948 +159,470 +69%
Ameriprise
3
Ameriprise
Minnesota
$6.62M 146,639 +68,464 +88%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.6M 146,301 -49,338 -25%
SAM
5
Synergy Asset Management
Washington
$4.65M 103,055 +103,055 New
Morgan Stanley
6
Morgan Stanley
New York
$4.05M 89,724 -35,646 -28%
OC
7
Oarsman Capital
Wisconsin
$3.19M 70,570 -915 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.62M 58,108 +35,705 +159%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.29M 50,107 +22,995 +85%
CMP
10
Courage Miller Partners
Virginia
$2.16M 47,851 -1,955 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.94M 42,901 +3,772 +10%
LPL Financial
12
LPL Financial
California
$1.65M 36,567 -6,306 -15%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.42M 31,444 -40,157 -56%
SAM
14
SignalPoint Asset Management
Missouri
$1.35M 29,904 -204 -0.7%
SPIA
15
Steward Partners Investment Advisory
New York
$1.28M 28,426 +4,176 +17%
5L
16
55I LLC
Massachusetts
$1.04M 22,953 +22,953 New
CAN
17
Cetera Advisor Networks
California
$1.01M 22,348 -2,210 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$931K 20,623 -5,672 -22%
Wells Fargo
19
Wells Fargo
California
$907K 20,106 -17,072 -46%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$735K 16,284 -5,089 -24%
FF
21
Friedenthal Financial
New Jersey
$671K 14,859 -40 -0.3%
BCA
22
Bay Colony Advisors
Massachusetts
$622K 13,776 -2,301 -14%
APSP
23
Asset Planning Services (Pennsylvania)
Pennsylvania
$622K 13,786 +384 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$592K 13,128 -3,457 -21%
MW
25
MBL Wealth
North Carolina
$551K 12,205 +12,205 New