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Invesco S&P 500 Equal Weight Energy ETF

89 hedge funds and large institutions have $160M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+22
Holders Change %
+32.84%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
32
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$34.7M 726,995 +17,485 +2%
Bank of America
2
Bank of America
North Carolina
$26.3M 550,654 +158,706 +40%
Ameriprise
3
Ameriprise
Minnesota
$11.7M 244,301 +97,662 +67%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.79M 184,080 +37,779 +26%
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$8.72M 182,520 +182,520 New
WP
6
WealthShield Partners
North Carolina
$7.33M 153,535 +153,535 New
Morgan Stanley
7
Morgan Stanley
New York
$6.64M 138,978 +49,254 +55%
OC
8
Oarsman Capital
Wisconsin
$3.34M 69,995 -575 -0.8%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.19M 66,915 +8,807 +15%
OMC
10
Old Mission Capital
Illinois
$3.14M 65,629 +65,629 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.94M 61,478 +48,350 +368%
Wells Fargo
12
Wells Fargo
California
$2.71M 56,679 +36,573 +182%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.61M 54,624 +34,001 +165%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.5M 51,028 +921 +2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.3M 48,151 +39,889 +483%
LPL Financial
16
LPL Financial
California
$2.28M 47,741 +11,174 +31%
CMP
17
Courage Miller Partners
Virginia
$2.27M 47,455 -396 -0.8%
RJA
18
Raymond James & Associates
Florida
$2.23M 46,688 +46,688 New
MSA
19
McAlister Sweet & Associates
Texas
$2.15M 45,083 +45,083 New
EFA
20
Evernest Financial Advisors
Indiana
$1.99M 27,727 +27,727 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.81M 37,971 +6,527 +21%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.76M 36,838 -6,063 -14%
CAN
23
Cetera Advisor Networks
California
$1.13M 23,671 +1,323 +6%
SAM
24
SignalPoint Asset Management
Missouri
$1.09M 22,747 -7,157 -24%
5L
25
55I LLC
Massachusetts
$1.06M 22,252 -701 -3%