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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $299M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

0% more funds holding

Funds holding: 135135 (0)

3% less capital invested

Capital invested by funds: $309M → $299M (-$10.4M)

1.36% less ownership

Funds ownership: 59.74%58.39% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
42
Reduced
52
Closed
14
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
51
Rothschild Investment LLC
Illinois
$622K +$58.5K +726 +11%
RCM
52
Requisite Capital Management
Texas
$606K
FF
53
Friedenthal Financial
New Jersey
$572K -$78.8K -977 -12%
LFA
54
Longview Financial Advisors
Alabama
$541K -$11.7K -145 -2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$538K +$67.1K +832 +14%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$535K -$423K -5,246 -45%
P
57
&Partners
Tennessee
$506K -$217K -2,688 -30%
WAM
58
Walker Asset Management
Missouri
$504K -$22.6K -280 -4%
ST
59
Somerset Trust
Pennsylvania
$493K -$1.69K -21 -0.3%
SWP
60
Stratos Wealth Partners
Ohio
$488K -$207K -2,566 -30%
CWA
61
Capital Wealth Alliance
Arizona
$488K -$43.9K -545 -8%
SWA
62
SFMG Wealth Advisors
Texas
$449K
VIM
63
Vista Investment Management
Pennsylvania
$441K -$7.5K -93 -2%
MCM
64
MAI Capital Management
Ohio
$430K
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$426K +$18K +223 +4%
SA
66
Sylvest Advisors
Texas
$424K +$45.9K +569 +12%
AI
67
Atria Investments
North Carolina
$393K -$11.2K -139 -3%
Jane Street
68
Jane Street
New York
$392K +$386K +4,793 New
OFS
69
OneAscent Financial Services
Alabama
$391K -$12.7K -157 -3%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$385K +$90.3K +1,120 +31%
Truist Financial
71
Truist Financial
North Carolina
$384K +$14.7K +182 +4%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$379K
SF
73
Synovus Financial
Georgia
$377K +$30.6K +380 +9%
Comerica Bank
74
Comerica Bank
Texas
$367K +$18.9K +234 +6%
FPGK
75
Financial Partners Group (Kansas)
Kansas
$350K +$2.1K +26 +0.6%

RSPG Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2025, worth a combined $299M — down 3.4% from $309M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPG positions and 14 closed out — a net gain of 5 holders — while 42 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.88M. The largest seller was Bank of America, cutting an estimated $26.3M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $299M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2025 and 14 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2025 was LPL Financial, an estimated $5.88M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2025 was Bank of America, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2025.