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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
QCIG
26
Quad-Cities Investment Group
Iowa
$247K +$216K +4,048 New
RAS
27
RPS Advisory Solutions
Kentucky
$238K +$208K +3,907 New
AUB
28
Atlantic Union Bankshares
Virginia
$235K +$1.06K +20 +0.5%
GIA
29
Gladstone Institutional Advisory
Florida
$217K +$189K +3,556 New
FFA
30
Farther Finance Advisors
California
$216K +$56.5K +1,062 +41%
GVCM
31
Global View Capital Management
Wisconsin
$201K +$176K +3,304 New
Simplex Trading
32
Simplex Trading
Illinois
$159K +$139K +2,609 New
SPIA
33
Steward Partners Investment Advisory
New York
$89.3K +$77.9K +1,464 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$41K
CWM
35
Copia Wealth Management
Oregon
$37.8K +$10.2K +192 +45%
MCM
36
MAI Capital Management
Ohio
$23.5K
IA
37
IFP Advisors
Florida
$18.3K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$11.3K +$53 +1 +0.5%
PCFFS
39
Pacific Center for Financial Services
California
$9.27K +$8.09K +152 New
EA
40
Evergreen Advisors
Tennessee
$7.36K +$6.44K +121 New
MIM
41
MTM Investment Management
South Carolina
$7.32K
AA
42
Ancora Advisors
Ohio
$6.1K
GWM
43
Geneos Wealth Management
Colorado
$6.1K
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$6.1K +$5.32K +100 New
CA
45
Centerpoint Advisors
Massachusetts
$6K
AWM
46
Activest Wealth Management
Florida
$244 +$213 +4 New
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$61
Citigroup
48
Citigroup
New York
$61 +$53 +1 New
Wells Fargo
49
Wells Fargo
California
$15
HWM
50
Hohimer Wealth Management
Washington
-$409K -9,518 Closed