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Invesco S&P SmallCap Energy ETF

37 hedge funds and large institutions have $20M invested in Invesco S&P SmallCap Energy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$3.22M -$1.21K -31 -0%
HCA
2
Harbor Capital Advisors
Illinois
$3.02M +$136K +3,490 +5%
GJL
3
Gendell Jeffrey L
$2.91M -$155K -4,000 -5%
UBS Group
4
UBS Group
Switzerland
$1.79M -$1.05M -26,978 -37%
OPOWM
5
One Plus One Wealth Management
Florida
$1.31M -$59.6K -1,533 -4%
LPL Financial
6
LPL Financial
California
$964K +$159K +4,087 +20%
MSAM
7
Moloney Securities Asset Management
Missouri
$939K -$19.2K -494 -2%
KAS
8
Kestra Advisory Services
Texas
$910K -$64K -1,648 -7%
Raymond James Financial
9
Raymond James Financial
Florida
$816K -$197K -5,069 -19%
William Blair & Company
10
William Blair & Company
Illinois
$757K -$19.4K -498 -2%
Morgan Stanley
11
Morgan Stanley
New York
$643K -$301K -7,745 -32%
HighTower Advisors
12
HighTower Advisors
Illinois
$444K -$40.4K -1,040 -8%
JCFM
13
JBR Co Financial Management
Oklahoma
$395K -$13.4K -346 -3%
DCM
14
Deuterium Capital Management
Florida
$350K
FAIM
15
Financial Advocates Investment Management
Washington
$303K -$1.21K -31 -0.4%
BAM
16
Belpointe Asset Management
Nevada
$283K -$27K -696 -9%
Bank of America
17
Bank of America
North Carolina
$273K -$36.2K -931 -12%
AWA
18
Arkadios Wealth Advisors
Georgia
$225K -$1.05K -27 -0.5%
AUB
19
Atlantic Union Bankshares
Virginia
$147K +$147K +3,786 New
Osaic Holdings
20
Osaic Holdings
Arizona
$104K -$84.1K -1,741 -45%
KIG
21
Kessler Investment Group
Indiana
$73.9K +$8.83K +227 +14%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$25.4K +$1.13K +29 +5%
CWM
23
Copia Wealth Management
Oregon
$22.2K -$2.84K -73 -11%
KWM
24
Kiker Wealth Management
Georgia
$16.4K +$16.4K +422 New
MWM
25
MGB Wealth Management
Texas
$15.6K +$116 +3 +0.8%