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Invesco S&P 500 Equal Weight Energy ETF

132 hedge funds and large institutions have $269M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

8% more funds holding

Funds holding: 122132 (+10)

6% more capital invested

Capital invested by funds: $255M → $269M (+$14.1M)

1.44% more ownership

Funds ownership: 60.85%62.29% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

37% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 51

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
32
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$276K +$276K +3,473 New
HFS
77
Howard Financial Services
Texas
$267K +$398 +5 +0.1%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$265K +$265K +3,331 New
IP
79
Indivisible Partners
Florida
$263K +$263K +3,304 New
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$257K -$111K -1,401 -30%
GS
81
GTS Securities
New York
$257K +$257K +3,226 New
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$252K +$252K +3,169 New
AIM
83
Anchor Investment Management
South Carolina
$246K -$3.98K -50 -2%
EFS
84
Essex Financial Services
Connecticut
$245K +$7.39K +93 +3%
CAI
85
Capital Advisors Inc
Oklahoma
$244K +$243K +3,060 New
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$239K
Lido Advisors
87
Lido Advisors
California
$227K
SF
88
Summit Financial
New Jersey
$224K -$14.3K -180 -6%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$214K +$25.3K +318 +13%
YWM
90
Yoder Wealth Management
California
$206K +$206K +2,592 New
HIM
91
Harbour Investment Management
Washington
$205K
GWM
92
Geneos Wealth Management
Colorado
$195K
RWA
93
Reicon Wealth Advisors
Georgia
$176K +$175K +2,206 New
AWM
94
Activest Wealth Management
Florida
$161K
Comerica Bank
95
Comerica Bank
Texas
$158K -$179K -2,249 -53%
HI
96
Harbour Investments
Wisconsin
$150K +$5.49K +69 +4%
UBS AM
97
UBS AM
Illinois
$130K +$130K +1,631 New
SPIA
98
Steward Partners Investment Advisory
New York
$130K -$22.3K -281 -15%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$105K
CIA
100
Cape Investment Advisory
Georgia
$105K