We are live on ! Find out more
RSPG icon

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
Truist Financial
51
Truist Financial
North Carolina
$508K +$45.5K +572 +10%
LFA
52
Longview Financial Advisors
Alabama
$502K -$75.9K -954 -13%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$481K -$137K -1,725 -22%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$477K +$6.04K +76 +1%
FTUS
55
Flow Traders U.S.
New York
$465K +$465K +5,843 New
CWA
56
Capital Wealth Alliance
Arizona
$432K -$180K -2,261 -33%
VIM
57
Vista Investment Management
Pennsylvania
$427K
WAM
58
Wakefield Asset Management
Colorado
$417K +$417K +5,238 New
Jones Financial Companies
59
Jones Financial Companies
Missouri
$398K +$11.8K +148 +3%
PFPG
60
Pinnacle Financial Partners (Georgia)
Georgia
$393K +$393K +4,937 New
SWA
61
SFMG Wealth Advisors
Texas
$387K -$27.2K -342 -7%
MCM
62
MAI Capital Management
Ohio
$372K -$21.8K -274 -6%
PF
63
Prosperitas Financial
California
$368K +$368K +4,623 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$367K -$478K -6,008 -57%
CWM
65
Centurion Wealth Management
Virginia
$366K
TRCT
66
Tower Research Capital (TRC)
New York
$362K -$135K -1,703 -27%
NL
67
NWAM LLC
Washington
$342K -$1.11K -14 -0.4%
Ameriprise
68
Ameriprise
Minnesota
$341K -$163K -2,050 -32%
EWA
69
EQ Wealth Advisors
Texas
$335K -$79.5K -1,000 -19%
P
70
&Partners
Tennessee
$327K -$194K -2,442 -37%
SA
71
Strategic Advisors
New York
$321K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$319K -$13K -163 -4%
PAG
73
Private Advisor Group
New Jersey
$311K -$115K -1,442 -27%
ASN
74
Advisory Services Network
Georgia
$300K +$34.4K +433 +13%
MML Investors Services
75
MML Investors Services
Massachusetts
$287K +$3.26K +41 +1%