RSPG icon

Invesco S&P 500 Equal Weight Energy ETF

113 hedge funds and large institutions have $242M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 19 closing their positions.

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
9
Increased
44
Reduced
42
Closed
19
Calls
$415K
Puts
Net Calls
+$415K
Net Calls Change
+$483K
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$42.2M 692,225 -178,256 -20%
Bank of America
2
Bank of America
North Carolina
$36.5M 597,541 -6,216 -1%
MAC
3
Mason & Associates (California)
California
$17.3M 284,370 +5,007 +2%
LPL Financial
4
LPL Financial
California
$12.6M 206,784 +2,138 +1%
Morgan Stanley
5
Morgan Stanley
New York
$11.2M 183,425 -102,495 -36%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.55M 156,609 +12,721 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.42M 154,453 -16,213 -9%
WWA
8
WCG Wealth Advisors
Nevada
$9.12M 139,572 -4,613 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.23M 134,872 -57,174 -30%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.01M 131,376 +39,538 +43%
Ameriprise
11
Ameriprise
Minnesota
$6.5M 107,203 -70,497 -40%
Wells Fargo
12
Wells Fargo
California
$4.14M 67,894 -74,471 -52%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.92M 64,349 -13,397 -17%
KAS
14
Kestra Advisory Services
Texas
$3.85M 63,041 +34,204 +119%
OC
15
Oarsman Capital
Wisconsin
$3.67M 60,205 +1,402 +2%
RJA
16
Raymond James & Associates
Florida
$3.17M 52,017 +4,252 +9%
Stifel Financial
17
Stifel Financial
Missouri
$2.91M 47,746 -20,596 -30%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.68M 43,913 +25,748 +142%
EH
19
Equitable Holdings
New York
$2.65M 43,440 +43,440 New
FIM
20
Freedom Investment Management
Connecticut
$2.14M 35,090 -635 -2%
TA
21
TKG Advisors
Indiana
$1.84M 30,153 +734 +2%
GSC
22
G&S Capital
Colorado
$1.75M 28,681 +199 +0.7%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.67M 27,432 -12,250 -31%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.61M 26,404 +7,701 +41%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.53M 24,984 -18,981 -43%