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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

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.03% more ownership

Funds ownership: 60.82%60.85% (+0.03%)

1% less capital invested

Capital invested by funds: $259M → $255M (-$3.86M)

2% less funds holding

Funds holding: 125122 (-3)

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
-3
Holders Change %
-2.4%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
34
Reduced
54
Closed
10
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 +$460 +6 +0.2%
EFS
79
Essex Financial Services
Connecticut
$237K -$2.76K -36 -1%
Lido Advisors
80
Lido Advisors
California
$227K -$1.76K -23 -0.8%
HIM
81
Harbour Investment Management
Washington
$205K +$197K +2,571 New
GWM
82
Geneos Wealth Management
Colorado
$195K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$189K -$70.8K -923 -28%
Simplex Trading
84
Simplex Trading
Illinois
$187K -$11K -143 -6%
AWM
85
Activest Wealth Management
Florida
$161K
SPIA
86
Steward Partners Investment Advisory
New York
$152K -$9.13K -119 -6%
HI
87
Harbour Investments
Wisconsin
$144K +$537 +7 +0.4%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$105K +$102K +1,325 New
CIA
89
Cape Investment Advisory
Georgia
$105K
AWM
90
AE Wealth Management
Kansas
$94.5K -$17.4K -227 -16%
William Blair & Company
91
William Blair & Company
Illinois
$83.7K -$22.9K -298 -22%
WT
92
Whittier Trust
California
$79.2K
SL
93
Salomon & Ludwin
Virginia
$59.4K
FFA
94
Founders Financial Alliance
North Carolina
$53.1K +$383 +5 +0.8%
HR
95
Howe & Rusling
New York
$52.5K
WANY
96
Wealthspire Advisors (New York)
New York
$40.9K +$39.3K +513 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$40.7K +$307 +4 +0.8%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$36K
GRP
99
Global Retirement Partners
California
$33.7K +$77 +1 +0.2%
HWA
100
HHM Wealth Advisors
Tennessee
$31K -$8.44K -110 -22%

RSPG Hedge Fund Activity: Q3 2025 in Review

122 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q3 2025, worth a combined $255M — down 1.5% from $259M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RSPG and 8 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 34 added.

The largest buyer was Guild Investment Management, opening a new position worth an estimated $5.03M. The largest seller was Bank of America, cutting an estimated $5.71M.

  • 122 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q3 2025, down from 125 in Q2 2025.
  • Funds reported $255M of Invesco S&P 500 Equal Weight Energy ETF stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q3 2025 was Guild Investment Management, an estimated $5.03M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q3 2025 was Bank of America, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2025.