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Invesco S&P 500 Equal Weight Energy ETF

118 hedge funds and large institutions have $297M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+29
Holders Change %
+32.58%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
40
Increased
37
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$58.1M 862,120 +135,125 +19%
Bank of America
2
Bank of America
North Carolina
$40.4M 599,853 +49,199 +9%
Ameriprise
3
Ameriprise
Minnesota
$15.6M 231,115 -13,186 -5%
Morgan Stanley
4
Morgan Stanley
New York
$14.2M 210,438 +71,460 +51%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M 201,412 +139,934 +228%
MAC
6
Mason & Associates (California)
California
$12.5M 186,154 +186,154 New
BHWA
7
Beacon Harbor Wealth Advisors
Virginia
$10.7M 158,593 -23,927 -13%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.5M 86,103 +35,075 +69%
LPL Financial
9
LPL Financial
California
$9.32M 138,372 +90,631 +190%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.18M 136,256 +99,418 +270%
FHC
11
First Heartland Consultants
Missouri
$8.91M 132,304 +132,304 New
Wells Fargo
12
Wells Fargo
California
$8.05M 119,558 +62,879 +111%
AWM
13
AE Wealth Management
Kansas
$7.55M 112,155 +112,155 New
HighTower Advisors
14
HighTower Advisors
Illinois
$5.02M 74,633 +7,718 +12%
Stifel Financial
15
Stifel Financial
Missouri
$4.27M 63,417 +54,131 +583%
OC
16
Oarsman Capital
Wisconsin
$3.88M 57,648 -12,347 -18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.81M 56,594 +1,970 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.35M 49,674 -134,406 -73%
WP
19
WealthShield Partners
North Carolina
$3.33M 49,403 -104,132 -68%
CFG
20
CMC Financial Group
Georgia
$3.33M 47,076 +47,076 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.66M 39,509 +1,538 +4%
FIM
22
Freedom Investment Management
Connecticut
$2.6M 38,656 +19,511 +102%
GSC
23
G&S Capital
Colorado
$2.53M 37,582 +37,582 New
SAM
24
Synergy Asset Management
Washington
$2.35M 34,943 +34,943 New
TA
25
TKG Advisors
Indiana
$2.32M 34,424 +34,424 New