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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
NWA
51
Northwest Wealth Advisors
Washington
$1.01M +$120K +1,262 +16%
TRCT
52
Tower Research Capital (TRC)
New York
$906K +$355K +3,727 +82%
GAM
53
Gotham Asset Management
New York
$904K
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$849K -$139K -1,464 -16%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$838K -$297K -3,122 -28%
RIL
56
Rothschild Investment LLC
Illinois
$811K -$28.5K -299 -4%
AWA
57
Arkadios Wealth Advisors
Georgia
$791K -$76.4K -802 -10%
SWM
58
StoneCrest Wealth Management
Arizona
$784K +$683K +7,166 New
Mariner
59
Mariner
Kansas
$781K +$679K +7,132 New
FF
60
Friedenthal Financial
New Jersey
$776K +$2.19K +23 +0.3%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$774K +$547K +5,742 +433%
WAM
62
Walker Asset Management
Missouri
$719K -$25.3K -266 -4%
HF
63
HRT Financial
New York
$700K +$609K +6,396 New
FS
64
Ferguson Shapiro
Georgia
$671K +$584K +6,130 New
MCWS
65
McKinley Carter Wealth Services
West Virginia
$642K -$17.2K -181 -3%
LFA
66
Longview Financial Advisors
Alabama
$634K -$49.4K -519 -8%
Truist Financial
67
Truist Financial
North Carolina
$628K -$62.1K -652 -10%
UBS AM
68
UBS AM
Illinois
$611K +$377K +3,954 +242%
PFPG
69
Pinnacle Financial Partners (Georgia)
Georgia
$601K +$51.7K +543 +11%
NA
70
NewEdge Advisors
Louisiana
$578K +$472K +4,950 +1,486%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$578K -$68.2K -716 -12%
VIM
72
Vista Investment Management
Pennsylvania
$577K -$9.53K -100 -2%
SWP
73
Stratos Wealth Partners
Ohio
$542K +$472K +4,951 New
SWA
74
SFMG Wealth Advisors
Texas
$532K
IAA
75
Independent Advisor Alliance
North Carolina
$526K +$458K +4,808 New