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Invesco S&P 500 Equal Weight Energy ETF

120 hedge funds and large institutions have $255M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Summit Financial
New Jersey
$239K
EFS
77
Essex Financial Services
Connecticut
$237K
Lido Advisors
78
Lido Advisors
California
$227K
HIM
79
Harbour Investment Management
Washington
$205K
GWM
80
Geneos Wealth Management
Colorado
$195K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$189K
Simplex Trading
82
Simplex Trading
Illinois
$187K
AWM
83
Activest Wealth Management
Florida
$161K
SPIA
84
Steward Partners Investment Advisory
New York
$152K
HI
85
Harbour Investments
Wisconsin
$144K
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$105K
CIA
87
Cape Investment Advisory
Georgia
$105K
AWM
88
AE Wealth Management
Kansas
$94.5K
William Blair & Company
89
William Blair & Company
Illinois
$83.7K
WT
90
Whittier Trust
California
$79.2K
SL
91
Salomon & Ludwin
Virginia
$59.4K
FFA
92
Founders Financial Alliance
North Carolina
$53.1K
HR
93
Howe & Rusling
New York
$52.5K
WANY
94
Wealthspire Advisors (New York)
New York
$40.9K
CIAS
95
Capital Investment Advisory Services
North Carolina
$40.7K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$36K
GRP
97
Global Retirement Partners
California
$33.7K
HWA
98
HHM Wealth Advisors
Tennessee
$31K
IA
99
IFP Advisors
Florida
$30.6K
NA
100
NewEdge Advisors
Louisiana
$29.7K