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Invesco S&P 500 Equal Weight Energy ETF
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Overview Fund Activity

122 hedge funds and large institutions have $229M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 27 closing their positions.

Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
36
Reduced
47
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Arkfeld Wealth Strategies
Nebraska
$8.61M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.74M
4
WA
4
Win Advisors
Florida
$2.71M
5
BI
5
Ballast Inc
Kentucky
$2.06M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.91M
3
RBCM
3
Raub Brock Capital Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$5.16M
5
M
5
MATAURO
New York
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.3M 487,942 -4,850 -1%
UBS Group
2
UBS Group
Switzerland
$21.7M 291,300 -32,305 -10%
Morgan Stanley
3
Morgan Stanley
New York
$20.7M 277,526 +89,817 +48%
M
4
MATAURO
New York
$18.2M 244,243 -37,475 -13%
LPL Financial
5
LPL Financial
California
$13.5M 180,603 -20,139 -10%
Raymond James Financial
6
Raymond James Financial
Florida
$9.01M 121,003 -2,093 -2%
AWS
7
Arkfeld Wealth Strategies
Nebraska
$8.61M 114,096 +100,449 +736%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.06M 81,407 -4,736 -5%
Wells Fargo
9
Wells Fargo
California
$5.16M 69,305 -89,699 -56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.92M 66,079 -10,142 -13%
OC
11
Oarsman Capital
Wisconsin
$4.33M 58,112 +1,598 +3%
SFG
12
Stonebridge Financial Group
Pennsylvania
$4M 53,706 +2,459 +5%
EFG
13
Ethos Financial Group
Pennsylvania
$3.77M 50,682 -5,693 -10%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$3.74M 50,256 +40,256 +403%
DIP
15
Davis Investment Partners
North Carolina
$3.03M 40,327 -2,345 -5%
MAC
16
Mason & Associates (California)
California
$3.01M 40,406 +976 +2%
OPAM
17
Ocean Park Asset Management
California
$2.86M 34,954 – –
FA
18
Fortis Advisors
Pennsylvania
$2.86M 38,421 -344 -0.9%
WA
19
Win Advisors
Florida
$2.71M 36,405 +36,405 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.71M 36,374 -5,294 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.36M 31,030 +5,279 +21%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.34M 31,446 +85 +0.3%
Citadel Advisors
23
Citadel Advisors
Florida
$2.14M 28,695 +13,066 +84%
JPLA
24
Joseph P. Lucia & Associates
New York
$2.06M 27,645 -1,525 -5%
BI
25
Ballast Inc
Kentucky
$2.06M 27,645 +27,645 New
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