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Invesco S&P 500 Equal Weight Energy ETF

123 hedge funds and large institutions have $229M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-11
Holders Change %
-8.21%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
36
Reduced
47
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$234K +$74 +1 +0%
LA
77
LM Advisors
California
$228K +$228K +3,066 New
EFS
78
Essex Financial Services
Connecticut
$225K -$5.96K -80 -3%
WAM
79
Worth Asset Management
Texas
$223K -$64.9K -872 -23%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$223K
SF
81
Summit Financial
New Jersey
$223K +$521 +7 +0.2%
Mariner
82
Mariner
Kansas
$220K -$3.87K -52 -2%
Lido Advisors
83
Lido Advisors
California
$214K -$14.1K -189 -6%
Simplex Trading
84
Simplex Trading
Illinois
$186K +$186K +2,499 New
GWM
85
Geneos Wealth Management
Colorado
$182K -$63.3K -850 -26%
SPIA
86
Steward Partners Investment Advisory
New York
$151K -$9.46K -127 -6%
AWM
87
Activest Wealth Management
Florida
$151K
HI
88
Harbour Investments
Wisconsin
$134K +$521 +7 +0.4%
CFD
89
Creative Financial Designs
Indiana
$128K +$745 +10 +0.6%
AWM
90
AE Wealth Management
Kansas
$105K +$745 +10 +0.7%
William Blair & Company
91
William Blair & Company
Illinois
$101K -$76.2K -1,023 -43%
CIA
92
Cape Investment Advisory
Georgia
$98.1K
WT
93
Whittier Trust
California
$74.5K
SL
94
Salomon & Ludwin
Virginia
$57.3K +$57.3K +750 New
FFA
95
Founders Financial Alliance
North Carolina
$49.3K +$298 +4 +0.6%
HR
96
Howe & Rusling
New York
$49.1K
CIAS
97
Capital Investment Advisory Services
North Carolina
$37.9K +$224 +3 +0.6%
HWA
98
HHM Wealth Advisors
Tennessee
$37.2K -$68.5K -920 -65%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$34K -$14.9K -200 -30%
GRP
100
Global Retirement Partners
California
$31.4K +$31.4K +422 New