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Invesco S&P SmallCap Energy ETF

48 hedge funds and large institutions have $28.5M invested in Invesco S&P SmallCap Energy ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

71% more capital invested

Capital invested by funds: $16.7M → $28.5M (+$11.9M)

33% more funds holding

Funds holding: 3648 (+12)

2.52% less ownership

Funds ownership: 26.81%24.28% (-2.5%)

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
6
Closed
5
Calls
$774K
Puts
Net Calls
+$774K
Net Calls Change
+$774K
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$4.17M
LPL Financial
2
LPL Financial
California
$3.08M +$1.47M +27,524 +120%
Morgan Stanley
3
Morgan Stanley
New York
$2.42M +$1.07M +20,103 +102%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.22M +$1.94M +36,412 New
OPOWM
5
One Plus One Wealth Management
Florida
$1.98M -$24.4K -459 -1%
Goldman Sachs
6
Goldman Sachs
New York
$1.79M +$1.56M +29,296 New
UBS Group
7
UBS Group
Switzerland
$1.59M +$275K +5,162 +25%
HCA
8
Harbor Capital Advisors
Illinois
$1.12M -$3.55M -66,728 -78%
KAS
9
Kestra Advisory Services
Texas
$986K +$8.47K +159 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$985K +$860K +16,151 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$863K +$753K +14,146 New
Jane Street
12
Jane Street
New York
$573K +$500K +9,398 New
William Blair & Company
13
William Blair & Company
Illinois
$569K -$339K -6,358 -41%
FGC
14
First Growth Capital
Maryland
$554K +$34.6K +649 +7%
IWM
15
IHT Wealth Management
Illinois
$461K +$35.5K +667 +10%
PMWMG
16
Parr McKnight Wealth Management Group
Minnesota
$457K +$399K +7,500 New
QC
17
Quadrature Capital
United Kingdom
$437K +$381K +7,163 New
Bank of America
18
Bank of America
North Carolina
$425K -$40.9K -769 -10%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$343K +$42.1K +790 +16%
Stifel Financial
20
Stifel Financial
Missouri
$301K +$263K +4,939 New
CAM
21
Cresset Asset Management
Illinois
$299K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$293K +$3.62K +68 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$288K +$11.8K +222 +5%
Raymond James Financial
24
Raymond James Financial
Florida
$282K -$891K -16,735 -78%
AWA
25
Arkadios Wealth Advisors
Georgia
$272K -$28.3K -531 -11%