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Invesco S&P 500 Equal Weight Energy ETF

121 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, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less 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

36% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 53

Holders
121
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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$239K
SF
77
Summit Financial
New Jersey
$239K
EFS
78
Essex Financial Services
Connecticut
$237K
Lido Advisors
79
Lido Advisors
California
$227K
HIM
80
Harbour Investment Management
Washington
$205K
GWM
81
Geneos Wealth Management
Colorado
$195K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$189K
Simplex Trading
83
Simplex Trading
Illinois
$187K
AWM
84
Activest Wealth Management
Florida
$161K
SPIA
85
Steward Partners Investment Advisory
New York
$152K
HI
86
Harbour Investments
Wisconsin
$144K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$105K
CIA
88
Cape Investment Advisory
Georgia
$105K
AWM
89
AE Wealth Management
Kansas
$94.5K
William Blair & Company
90
William Blair & Company
Illinois
$83.7K
WT
91
Whittier Trust
California
$79.2K
SL
92
Salomon & Ludwin
Virginia
$59.4K
FFA
93
Founders Financial Alliance
North Carolina
$53.1K
HR
94
Howe & Rusling
New York
$52.5K
WANY
95
Wealthspire Advisors (New York)
New York
$40.9K
CIAS
96
Capital Investment Advisory Services
North Carolina
$40.7K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$36K
GRP
98
Global Retirement Partners
California
$33.7K
HWA
99
HHM Wealth Advisors
Tennessee
$31K
IA
100
IFP Advisors
Florida
$30.6K