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Invesco S&P 500 Equal Weight Energy ETF

131 hedge funds and large institutions have $280M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
37
Reduced
59
Closed
21
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
-$34K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$45.3M 590,472 +194,563 +49%
FAM
2
Flaharty Asset Management
Florida
$26.2M 341,665 -999 -0.3%
UBS Group
3
UBS Group
Switzerland
$23.4M 305,707 -22,531 -7%
Ameriprise
4
Ameriprise
Minnesota
$19.1M 250,292 +17,272 +7%
Morgan Stanley
5
Morgan Stanley
New York
$14.1M 184,270 -15,817 -8%
LPL Financial
6
LPL Financial
California
$10.9M 142,796 -55,332 -28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.5M 136,882 +78,529 +135%
Wells Fargo
8
Wells Fargo
California
$8.93M 116,523 -32,856 -22%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.25M 107,613 -20,301 -16%
RBCM
10
Raub Brock Capital Management
California
$7.29M 95,150 -195 -0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.63M 86,562 -4,786 -5%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.62M 86,389 -4,123 -5%
EH
13
Equitable Holdings
New York
$5.31M 69,333 -1,036 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.19M 67,729 -98,589 -59%
DIP
15
Davis Investment Partners
North Carolina
$4.24M 53,560 -6,964 -12%
OC
16
Oarsman Capital
Wisconsin
$4.11M 53,593 +3,836 +8%
AIP
17
Almanack Investment Partners
Pennsylvania
$3.87M 50,537 +3,968 +9%
RJA
18
Raymond James & Associates
Florida
$3.81M 49,663 -7,598 -13%
Stifel Financial
19
Stifel Financial
Missouri
$3.41M 44,446 -1,134 -2%
FIA
20
FPC Investment Advisory
California
$3.19M 38,870 +2,917 +8%
MAC
21
Mason & Associates (California)
California
$2.91M 37,906 -57,548 -60%
FA
22
Fortis Advisors
Pennsylvania
$2.88M 37,621 +6,318 +20%
CFG
23
CMC Financial Group
Georgia
$2.72M 35,537 -4,546 -11%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.65M 34,594 -7,396 -18%
BCM
25
Beck Capital Management
Texas
$2.45M 31,958 -30,136 -49%