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Invesco S&P 500 Equal Weight Energy ETF

122 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, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more 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

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
122
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
LA
76
LM Advisors
California
$244K
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$239K
SF
78
Summit Financial
New Jersey
$239K
EFS
79
Essex Financial Services
Connecticut
$237K
Lido Advisors
80
Lido Advisors
California
$227K
HIM
81
Harbour Investment Management
Washington
$205K
GWM
82
Geneos Wealth Management
Colorado
$195K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$189K
Simplex Trading
84
Simplex Trading
Illinois
$187K
AWM
85
Activest Wealth Management
Florida
$161K
SPIA
86
Steward Partners Investment Advisory
New York
$152K
HI
87
Harbour Investments
Wisconsin
$144K
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$105K
CIA
89
Cape Investment Advisory
Georgia
$105K
AWM
90
AE Wealth Management
Kansas
$94.5K
William Blair & Company
91
William Blair & Company
Illinois
$83.7K
WT
92
Whittier Trust
California
$79.2K
SL
93
Salomon & Ludwin
Virginia
$59.4K
FFA
94
Founders Financial Alliance
North Carolina
$53.1K
HR
95
Howe & Rusling
New York
$52.5K
WANY
96
Wealthspire Advisors (New York)
New York
$40.9K
CIAS
97
Capital Investment Advisory Services
North Carolina
$40.7K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$36K
GRP
99
Global Retirement Partners
California
$33.7K
HWA
100
HHM Wealth Advisors
Tennessee
$31K