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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.6M 819,329 +228,857 +39%
FAM
2
Flaharty Asset Management
Florida
$25.6M 334,947 -6,718 -2%
UBS Group
3
UBS Group
Switzerland
$23.6M 309,598 +3,891 +1%
M
4
MATAURO
New York
$19.8M 259,904 +259,904 New
Ameriprise
5
Ameriprise
Minnesota
$17.8M 232,767 -17,525 -7%
Morgan Stanley
6
Morgan Stanley
New York
$12.6M 165,185 -19,085 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.5M 150,797 +13,915 +10%
Raymond James Financial
8
Raymond James Financial
Florida
$10.1M 131,995 +131,995 New
LPL Financial
9
LPL Financial
California
$9.76M 127,782 -15,014 -11%
Wells Fargo
10
Wells Fargo
California
$8.11M 106,220 -10,303 -9%
RBCM
11
Raub Brock Capital Management
California
$7.31M 95,690 +540 +0.6%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.62M 86,674 +285 +0.3%
SFG
13
Stonebridge Financial Group
Pennsylvania
$4.5M 58,933 +58,933 New
OC
14
Oarsman Capital
Wisconsin
$4.33M 56,655 +3,062 +6%
AIP
15
Almanack Investment Partners
Pennsylvania
$4.02M 52,638 +2,101 +4%
EFG
16
Ethos Financial Group
Pennsylvania
$4.02M 52,638 +52,638 New
DIP
17
Davis Investment Partners
North Carolina
$3.86M 48,345 -5,215 -10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.56M 46,576 -21,153 -31%
Stifel Financial
19
Stifel Financial
Missouri
$3.25M 42,586 -1,860 -4%
Goldman Sachs
20
Goldman Sachs
New York
$2.95M 38,634 +38,634 New
FA
21
Fortis Advisors
Pennsylvania
$2.91M 38,107 +486 +1%
MAC
22
Mason & Associates (California)
California
$2.84M 37,182 -724 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.64M 34,611 +17 +0%
BCM
24
Beck Capital Management
Texas
$2.39M 31,273 -685 -2%
CFG
25
CMC Financial Group
Georgia
$2.38M 31,166 -4,371 -12%