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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
CA
76
Clearstead Advisors
Ohio
$338K +$333K +4,130 New
SA
77
Strategic Advisors
New York
$336K -$18.1K -225 -5%
TWM
78
Tradition Wealth Management
Minnesota
$330K +$81 +1 +0%
WAM
79
Worth Asset Management
Texas
$317K -$198K -2,450 -39%
HFS
80
Howard Financial Services
Texas
$314K +$309K +3,836 New
KWA
81
Kingswood Wealth Advisors
California
$314K -$306K -3,800 -50%
KA
82
Kovack Advisors
Florida
$305K -$16.5K -205 -5%
SIA
83
SeaBridge Investment Advisors
New Jersey
$293K -$39.7K -493 -12%
AO
84
Advisor OS
Illinois
$279K +$4.51K +56 +2%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$275K +$271K +3,360 New
MML Investors Services
86
MML Investors Services
Massachusetts
$273K +$11.8K +147 +5%
GWM
87
Geneos Wealth Management
Colorado
$270K +$196K +2,436 +282%
FA
88
Fermata Advisors
California
$263K +$1.21K +15 +0.5%
AIM
89
Anchor Investment Management
South Carolina
$257K -$8.06K -100 -3%
EFS
90
Essex Financial Services
Connecticut
$253K -$24.7K -307 -9%
Lido Advisors
91
Lido Advisors
California
$251K -$41.4K -514 -14%
Mariner
92
Mariner
Kansas
$246K -$27.7K -344 -10%
SF
93
Summit Financial
New Jersey
$244K +$12.8K +159 +6%
ASN
94
Advisory Services Network
Georgia
$242K +$238K +2,953 New
BCP
95
Blue Chip Partners
Michigan
$222K +$1.37K +17 +0.6%
LOIP
96
Live Oak Investment Partners
Texas
$216K +$213K +2,641 New
HIM
97
Harbour Investment Management
Washington
$210K +$207K +2,571 New
FIM
98
Freedom Investment Management
Connecticut
$206K -$21.6K -268 -10%
APA
99
Astoria Portfolio Advisors
New York
$201K +$27.5K +341 +14%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$196K -$81.5K -1,011 -25%

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.