RSPG icon

Invesco S&P 500 Equal Weight Energy ETF

125 hedge funds and large institutions have $292M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 19 closing their positions.

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
26
Increased
46
Reduced
38
Closed
19
Calls
$264K
Puts
$332K
Net Calls
-$68K
Net Calls Change
-$68K
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$53.5M 870,481 +8,361 +1%
Bank of America
2
Bank of America
North Carolina
$37.1M 603,757 +3,904 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$17.6M 285,920 +75,482 +36%
MAC
4
Mason & Associates (California)
California
$17.2M 279,363 +93,209 +50%
LPL Financial
5
LPL Financial
California
$12.6M 204,646 +66,274 +48%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.8M 192,046 +142,372 +287%
Ameriprise
7
Ameriprise
Minnesota
$10.9M 177,700 -53,415 -23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$10.5M 170,666 +34,410 +25%
BHWA
9
Beacon Harbor Wealth Advisors
Virginia
$9.28M 150,906 -7,687 -5%
WWA
10
WCG Wealth Advisors
Nevada
$8.87M 144,185 +144,185 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.85M 143,888 -57,524 -29%
Wells Fargo
12
Wells Fargo
California
$8.76M 142,365 +22,807 +19%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.66M 91,838 +5,735 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.78M 77,746 +3,113 +4%
Stifel Financial
15
Stifel Financial
Missouri
$4.2M 68,342 +4,925 +8%
MSA
16
McAlister Sweet & Associates
Texas
$3.92M 63,776 +63,776 New
OC
17
Oarsman Capital
Wisconsin
$3.62M 58,803 +1,155 +2%
Goldman Sachs
18
Goldman Sachs
New York
$3.52M 57,251 +51,587 +911%
RJA
19
Raymond James & Associates
Florida
$2.94M 47,765 +16,023 +50%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.7M 43,965 +17,580 +67%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.59M 39,682 +173 +0.4%
FIM
22
Freedom Investment Management
Connecticut
$2.2M 35,725 -2,931 -8%
CFG
23
CMC Financial Group
Georgia
$1.89M 30,684 -16,392 -35%
TA
24
TKG Advisors
Indiana
$1.81M 29,419 -5,005 -15%
KAS
25
Kestra Advisory Services
Texas
$1.77M 28,837 +28,837 New