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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $321M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
56
Reduced
35
Closed
5
Calls
$182K
Puts
$22K
Net Calls
+$160K
Net Calls Change
-$255K
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$55.6M 765,061 +72,836 +11%
Bank of America
2
Bank of America
North Carolina
$42.9M 589,739 -7,802 -1%
Morgan Stanley
3
Morgan Stanley
New York
$23.7M 325,738 +142,313 +78%
MAC
4
Mason & Associates (California)
California
$23.2M 318,934 +34,564 +12%
LPL Financial
5
LPL Financial
California
$19.1M 263,065 +56,281 +27%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.1M 207,098 +52,645 +34%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.1M 152,760 -3,849 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$11M 150,645 +19,269 +15%
WWA
9
WCG Wealth Advisors
Nevada
$10.8M 148,568 +8,996 +6%
Wells Fargo
10
Wells Fargo
California
$9.56M 131,479 +63,585 +94%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.19M 126,475 -8,397 -6%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.26M 72,437 +8,088 +13%
Ameriprise
13
Ameriprise
Minnesota
$4.57M 62,836 -44,367 -41%
Stifel Financial
14
Stifel Financial
Missouri
$4.55M 62,556 +14,810 +31%
KAS
15
Kestra Advisory Services
Texas
$4.54M 62,416 -625 -1%
OC
16
Oarsman Capital
Wisconsin
$4.48M 61,592 +1,387 +2%
RJA
17
Raymond James & Associates
Florida
$3.92M 53,862 +1,845 +4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$3.78M 51,987 +8,074 +18%
EH
19
Equitable Holdings
New York
$3.72M 51,213 +7,773 +18%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.55M 35,058 +7,626 +28%
FIM
21
Freedom Investment Management
Connecticut
$2.24M 30,769 -4,321 -12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.23M 30,659 +4,255 +16%
GLA
23
Good Life Advisors
Pennsylvania
$1.86M 25,574 +19,844 +346%
OAM
24
Oppenheimer Asset Management
New York
$1.79M 24,614 +16,629 +208%
TA
25
TKG Advisors
Indiana
$1.77M 24,329 -5,824 -19%