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Invesco S&P 500 Equal Weight Energy ETF

141 hedge funds and large institutions have $335M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
46
Reduced
57
Closed
20
Calls
$50K
Puts
$17K
Net Calls
+$33K
Net Calls Change
+$62K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.4M 437,600 -85,312 -16%
FAM
2
Flaharty Asset Management
Florida
$28.7M 345,181 +85,439 +33%
UBS Group
3
UBS Group
Switzerland
$26.4M 317,814 -114,307 -26%
Ameriprise
4
Ameriprise
Minnesota
$19.2M 230,874 +78,270 +51%
LPL Financial
5
LPL Financial
California
$18.2M 218,909 -49,563 -18%
Morgan Stanley
6
Morgan Stanley
New York
$15.7M 189,344 -693,362 -79%
Wells Fargo
7
Wells Fargo
California
$12.9M 155,213 -2,724 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.2M 146,572 +14,261 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.1M 145,625 -23,269 -14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.05M 96,936 -3,259 -3%
RBCM
11
Raub Brock Capital Management
California
$7.93M 95,415 -8,525 -8%
MAC
12
Mason & Associates (California)
California
$7.61M 91,582 -167 -0.2%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.12M 85,587 +15,171 +22%
EH
14
Equitable Holdings
New York
$5.61M 67,529 +11,845 +21%
RJA
15
Raymond James & Associates
Florida
$4.96M 59,647 -44,937 -43%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.75M 57,185 +4,070 +8%
BCM
17
Beck Capital Management
Texas
$4.39M 52,895 +49,199 +1,331%
Stifel Financial
18
Stifel Financial
Missouri
$4.17M 50,157 -1,178 -2%
OC
19
Oarsman Capital
Wisconsin
$3.85M 46,368 -10,287 -18%
AIP
20
Almanack Investment Partners
Pennsylvania
$3.62M 43,533 +5,919 +16%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$3.58M 43,134 -8,463 -16%
PG
22
Prostatis Group
Maryland
$3.5M 42,165 -42,719 -50%
SWP
23
Stratos Wealth Partners
Ohio
$3.22M 38,698 +2,481 +7%
CFG
24
CMC Financial Group
Georgia
$3.16M 38,008 -10,936 -22%
FIA
25
FPC Investment Advisory
California
$2.97M 35,380 +35,380 New