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Invesco S&P 500 Equal Weight Energy ETF

136 hedge funds and large institutions have $315M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
40
Reduced
49
Closed
23
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$32K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$31.9M 395,909 -41,691 -10%
FAM
2
Flaharty Asset Management
Florida
$27.6M 342,664 -2,517 -0.7%
UBS Group
3
UBS Group
Switzerland
$26.5M 328,238 +10,424 +3%
Ameriprise
4
Ameriprise
Minnesota
$18.8M 233,020 +2,146 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$16.1M 200,087 +10,743 +6%
LPL Financial
6
LPL Financial
California
$16M 198,128 -20,781 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.4M 166,318 +19,746 +13%
Wells Fargo
8
Wells Fargo
California
$12M 149,379 -5,834 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.3M 127,914 -17,711 -12%
MAC
10
Mason & Associates (California)
California
$7.7M 95,454 +3,872 +4%
RBCM
11
Raub Brock Capital Management
California
$7.69M 95,345 -70 -0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.37M 91,348 -5,588 -6%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.3M 90,512 +4,925 +6%
EH
14
Equitable Holdings
New York
$5.67M 70,369 +2,840 +4%
BCM
15
Beck Capital Management
Texas
$5.01M 62,094 +9,199 +17%
DIP
16
Davis Investment Partners
North Carolina
$4.87M 60,524 +31,899 +111%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.71M 58,353 +1,168 +2%
RJA
18
Raymond James & Associates
Florida
$4.62M 57,261 -2,386 -4%
OC
19
Oarsman Capital
Wisconsin
$4.01M 49,757 +3,389 +7%
AIP
20
Almanack Investment Partners
Pennsylvania
$3.75M 46,569 +3,036 +7%
Stifel Financial
21
Stifel Financial
Missouri
$3.68M 45,580 -4,577 -9%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.39M 41,990 -1,144 -3%
CFG
23
CMC Financial Group
Georgia
$3.23M 40,083 +2,075 +5%
SA
24
Sanctuary Advisors
Indiana
$3.1M 36,954 +36,954 New
FIA
25
FPC Investment Advisory
California
$2.97M 35,953 +573 +2%