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Invesco S&P 500 Equal Weight Energy ETF

163 hedge funds and large institutions have $408M invested in Invesco S&P 500 Equal Weight Energy ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

51% more capital invested

Capital invested by funds: $269M → $408M (+$138M)

23% more funds holding

Funds holding: 132163 (+31)

1.22% more ownership

Funds ownership: 62.29%63.51% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
163
Holders Change
+31
Holders Change %
+23.48%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
44
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.92M +$61K +640 +2%
JPLA
27
Joseph P. Lucia & Associates
New York
$2.86M -$45.2K -474 -2%
Marshall Wace
28
Marshall Wace
United Kingdom
$2.8M +$2.43M +25,540 New
HighTower Advisors
29
HighTower Advisors
Illinois
$2.74M +$99.2K +1,041 +4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.71M +$129K +1,356 +6%
CMP
31
Courage Miller Partners
Virginia
$2.3M +$2.01M +21,053 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.3M -$164K -1,725 -8%
T
33
Tableaux
Massachusetts
$2.27M +$1.97M +20,719 New
Goldman Sachs
34
Goldman Sachs
New York
$2.19M
EFG
35
Ethos Financial Group
Pennsylvania
$2.12M -$1.75M -18,342 -49%
SI
36
Shaker Investments
Ohio
$2M +$1.74M +18,242 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.93M -$182K -1,912 -10%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.9M +$157K +1,644 +11%
EF
39
Empowered Funds
Pennsylvania
$1.86M +$1.62M +17,011 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.84M -$33.1K -348 -2%
KFAS
41
Keating Financial Advisory Services
Kansas
$1.79M -$351K -3,682 -18%
SC
42
Sykon Capital
New York
$1.67M -$140K -1,470 -9%
SA
43
Sanctuary Advisors
Indiana
$1.67M +$378K +3,973 +35%
SAM
44
Synergy Asset Management
Washington
$1.58M +$1.37M +14,418 New
GVAG
45
Great Valley Advisor Group
Delaware
$1.52M -$25.1K -263 -2%
ST
46
Somerset Trust
Pennsylvania
$1.51M +$48.5K +509 +4%
PCH
47
PGIM Custom Harvest
New Jersey
$1.51M -$495K -5,196 -27%
HBT
48
Hills Bank & Trust
Iowa
$1.22M +$355K +3,729 +51%
SI
49
Stephens Inc
Arkansas
$1.07M -$4.48K -47 -0.5%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$1.04M +$403K +4,226 +84%