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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
Ameriprise
76
Ameriprise
Minnesota
$523K +$47K +493 +12%
GWM
77
Geneos Wealth Management
Colorado
$516K +$215K +2,262 +92%
PF
78
Prosperitas Financial
California
$506K
CWM
79
Centurion Wealth Management
Virginia
$504K
MCM
80
MAI Capital Management
Ohio
$500K -$9.53K -100 -2%
CWA
81
Capital Wealth Alliance
Arizona
$493K -$10.2K -107 -2%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$488K +$425K +4,460 New
IP
83
Indivisible Partners
Florida
$478K +$102K +1,067 +32%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$473K -$28.1K -295 -6%
FI
85
Finivi Inc
Massachusetts
$471K +$410K +4,299 New
FFA
86
Florida Financial Advisors
Florida
$452K +$393K +4,125 New
WIM
87
WealthPlan Investment Management
Nebraska
$437K +$380K +3,994 New
P
88
&Partners
Tennessee
$424K -$28.8K -302 -7%
NL
89
NWAM LLC
Washington
$423K -$10.5K -110 -3%
SA
90
Strategic Advisors
New York
$418K -$21.3K -224 -6%
ASN
91
Advisory Services Network
Georgia
$417K +$3.43K +36 +1%
EWA
92
EQ Wealth Advisors
Texas
$397K -$55.4K -582 -14%
IWC
93
Integrated Wealth Concepts
Massachusetts
$397K +$345K +3,625 New
PAG
94
Private Advisor Group
New Jersey
$380K -$41.3K -434 -11%
HFS
95
Howard Financial Services
Texas
$371K +$3.52K +37 +1%
IMC Chicago
96
IMC Chicago
Illinois
$370K +$322K +3,380 New
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$364K +$8.86K +93 +3%
IA
98
Integrity Alliance
Iowa
$361K +$314K +3,300 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$352K -$75.5K -793 -20%
PCA
100
Prosperity Capital Advisors
Ohio
$350K +$304K +3,195 New