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Invesco S&P 500 Equal Weight Energy ETF

139 hedge funds and large institutions have $311M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
47
Reduced
44
Closed
12
Calls
$767K
Puts
$230K
Net Calls
+$537K
Net Calls Change
+$455K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$41.5M 540,861 -67,415 -11%
Morgan Stanley
2
Morgan Stanley
New York
$39.5M 514,832 +160,011 +45%
UBS Group
3
UBS Group
Switzerland
$37.5M 489,279 +6,908 +1%
LPL Financial
4
LPL Financial
California
$18.3M 238,304 -13,526 -5%
CFG
5
CMC Financial Group
Georgia
$13.8M 179,347 +80,865 +82%
B
6
Bensler
Washington
$10.2M 132,906 +132,906 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.94M 129,581 -24,668 -16%
Ameriprise
8
Ameriprise
Minnesota
$9.13M 119,041 +73,029 +159%
Wells Fargo
9
Wells Fargo
California
$8.58M 111,854 +11,537 +12%
MAC
10
Mason & Associates (California)
California
$6.97M 90,856 -232,903 -72%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.79M 88,461 -74,267 -46%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.9M 76,776 +11,785 +18%
Stifel Financial
13
Stifel Financial
Missouri
$5.51M 71,793 +35,429 +97%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.42M 70,584 -1,779 -2%
RJA
15
Raymond James & Associates
Florida
$5.41M 70,505 -7,017 -9%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$5.36M 69,815 +69,815 New
EH
17
Equitable Holdings
New York
$5.01M 65,365 +4,617 +8%
OC
18
Oarsman Capital
Wisconsin
$4.75M 61,941 +383 +0.6%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$3.88M 50,565 -2,358 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.47M 45,214 -1,204 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.9M 37,839 +1,045 +3%
MCC
22
Money Concepts Capital
Florida
$2.85M 37,086 +33,361 +896%
PAG
23
Private Advisor Group
New Jersey
$2.73M 35,532 +13,680 +63%
FA
24
Fortis Advisors
Pennsylvania
$2.41M 31,412 +5,878 +23%
AIP
25
Almanack Investment Partners
Pennsylvania
$2.2M 28,622 +294 +1%