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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $279M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
49
Reduced
42
Closed
19
Calls
$184K
Puts
$123K
Net Calls
+$61K
Net Calls Change
-$99K
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$50.8M 743,710 -21,351 -3%
Bank of America
2
Bank of America
North Carolina
$41.5M 608,047 +18,308 +3%
Morgan Stanley
3
Morgan Stanley
New York
$23.6M 344,800 +19,062 +6%
MAC
4
Mason & Associates (California)
California
$22.2M 324,189 +5,255 +2%
LPL Financial
5
LPL Financial
California
$19.8M 289,445 +26,380 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.6M 182,699 +32,054 +21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.56M 125,333 -1,142 -0.9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.49M 124,237 -82,861 -40%
Wells Fargo
9
Wells Fargo
California
$7.84M 114,753 -16,726 -13%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.05M 73,902 +1,465 +2%
LODC
11
Lanham O'Dell & Company
West Virginia
$4.85M 70,932 +70,932 New
OC
12
Oarsman Capital
Wisconsin
$4.23M 61,915 +323 +0.5%
RJA
13
Raymond James & Associates
Florida
$3.89M 56,979 +3,117 +6%
EH
14
Equitable Holdings
New York
$3.81M 55,726 +4,513 +9%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.61M 52,766 +779 +1%
Ameriprise
16
Ameriprise
Minnesota
$3.12M 45,412 -17,424 -28%
Stifel Financial
17
Stifel Financial
Missouri
$3.05M 44,661 -17,895 -29%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.6M 37,996 +2,938 +8%
TRCT
19
Tower Research Capital (TRC)
New York
$1.99M 29,117 +26,694 +1,102%
PCH
20
PGIM Custom Harvest
New Jersey
$1.99M 29,067 +19,224 +195%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.87M 27,344 -3,315 -11%
GLA
22
Good Life Advisors
Pennsylvania
$1.86M 27,168 +1,594 +6%
OAM
23
Oppenheimer Asset Management
New York
$1.79M 26,167 +1,553 +6%
AIP
24
Almanack Investment Partners
Pennsylvania
$1.75M 25,642 +3,201 +14%
FA
25
Fortis Advisors
Pennsylvania
$1.59M 23,246 +989 +4%