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Invesco S&P 500 Equal Weight Energy ETF

132 hedge funds and large institutions have $269M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

8% more funds holding

Funds holding: 122132 (+10)

6% more capital invested

Capital invested by funds: $255M → $269M (+$14.1M)

1.44% more ownership

Funds ownership: 60.85%62.29% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

37% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 51

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
32
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.86M -$29.9K -376 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.81M -$2.23K -28 -0.1%
KFAS
28
Keating Financial Advisory Services
Kansas
$1.6M +$1.6M +20,077 New
Goldman Sachs
29
Goldman Sachs
New York
$1.59M -$4.11M -51,712 -72%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.55M +$1.2M +15,062 +338%
PCH
31
PGIM Custom Harvest
New Jersey
$1.51M -$25.9K -326 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.37M -$133K -1,678 -9%
SC
33
Sykon Capital
New York
$1.33M +$1.33M +16,741 New
Osaic Holdings
34
Osaic Holdings
Arizona
$1.24M -$457K -5,753 -27%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.24M -$37.1K -466 -3%
GVAG
36
Great Valley Advisor Group
Delaware
$1.12M -$50.2K -631 -4%
ST
37
Somerset Trust
Pennsylvania
$1.06M +$7.39K +93 +0.7%
SA
38
Sanctuary Advisors
Indiana
$899K +$511K +6,430 +132%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$887K -$51.4K -646 -6%
SI
40
Stephens Inc
Arkansas
$778K -$7.39K -93 -0.9%
Citadel Advisors
41
Citadel Advisors
Florida
$754K +$202K +2,538 +37%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$734K -$26.6K -335 -4%
GAM
43
Gotham Asset Management
New York
$657K
AWA
44
Arkadios Wealth Advisors
Georgia
$639K -$78.3K -985 -11%
NWA
45
Northwest Wealth Advisors
Washington
$636K +$636K +7,992 New
RIL
46
Rothschild Investment LLC
Illinois
$613K +$318 +4 +0.1%
HBT
47
Hills Bank & Trust
Iowa
$587K +$587K +7,378 New
FF
48
Friedenthal Financial
New Jersey
$563K -$20.5K -258 -4%
SA
49
Sylvest Advisors
Texas
$549K +$83.5K +1,050 +18%
WAM
50
Walker Asset Management
Missouri
$544K +$6.44K +81 +1%