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Invesco S&P 500 Equal Weight Energy ETF

134 hedge funds and large institutions have $298M 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, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.82%
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
51
Closed
14
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Shares
Change %
SA
76
Strategic Advisors
New York
$336K -$18.4K -225 -5%
TWM
77
Tradition Wealth Management
Minnesota
$330K +$82 +1 +0%
WAM
78
Worth Asset Management
Texas
$317K -$201K -2,450 -39%
HFS
79
Howard Financial Services
Texas
$314K +$314K +3,836 New
KWA
80
Kingswood Wealth Advisors
California
$314K -$314K -3,800 -50%
KA
81
Kovack Advisors
Florida
$305K -$16.8K -205 -5%
SIA
82
SeaBridge Investment Advisors
New Jersey
$293K -$40.4K -493 -12%
AO
83
Advisor OS
Illinois
$279K +$4.59K +56 +2%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$275K +$275K +3,360 New
MML Investors Services
85
MML Investors Services
Massachusetts
$273K +$12.1K +147 +5%
GWM
86
Geneos Wealth Management
Colorado
$270K +$199K +2,436 +282%
FA
87
Fermata Advisors
California
$263K +$1.23K +15 +0.5%
AIM
88
Anchor Investment Management
South Carolina
$257K -$8.19K -100 -3%
EFS
89
Essex Financial Services
Connecticut
$253K -$25.1K -307 -9%
Lido Advisors
90
Lido Advisors
California
$251K -$42.1K -514 -14%
Mariner
91
Mariner
Kansas
$246K -$28.2K -344 -10%
SF
92
Summit Financial
New Jersey
$244K +$13K +159 +6%
ASN
93
Advisory Services Network
Georgia
$242K +$242K +2,953 New
BCP
94
Blue Chip Partners
Michigan
$222K +$1.39K +17 +0.6%
LOIP
95
Live Oak Investment Partners
Texas
$216K +$216K +2,641 New
HIM
96
Harbour Investment Management
Washington
$210K +$210K +2,571 New
FIM
97
Freedom Investment Management
Connecticut
$206K -$21.9K -268 -10%
APA
98
Astoria Portfolio Advisors
New York
$201K +$24.1K +341 +14%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$196K -$66.2K -1,011 -25%
PTC
100
Private Trust Company
Ohio
$195K