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Invesco S&P 500 Equal Weight Energy ETF

163 hedge funds and large institutions have $407M invested in Invesco S&P 500 Equal Weight Energy ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
163
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

Top Buyers

1 +$11.4M
2 +$9.62M
3 +$9.01M
4
LPL Financial
LPL Financial
California
+$7.53M
5
Morgan Stanley
Morgan Stanley
New York
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
101
Essex Financial Services
Connecticut
$329K
CBU
102
CIBC Bancorp USA
Illinois
$328K
Lido Advisors
103
Lido Advisors
California
$328K
YWM
104
Yoder Wealth Management
California
$315K
Stifel Financial
105
Stifel Financial
Missouri
$315K
SF
106
Summit Financial
New Jersey
$309K
AIM
107
Anchor Investment Management
South Carolina
$306K
FEM
108
Fulcrum Equity Management
Texas
$305K
AFWM
109
AMJ Financial Wealth Management
Virginia
$301K
HIM
110
Harbour Investment Management
Washington
$281K
RWA
111
Reicon Wealth Advisors
Georgia
$267K
IFG
112
Independent Financial Group
California
$265K
HI
113
Harbour Investments
Wisconsin
$263K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$259K
NFA
115
Northwest Financial Advisors
Virginia
$257K
CGA
116
Crescent Grove Advisors
Illinois
$256K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$250K
MOS
118
MGO One Seven
Ohio
$245K
VCM
119
Vivaldi Capital Management
Illinois
$229K
TWM
120
Tradition Wealth Management
Minnesota
$227K
NPFS
121
Novak & Powell Financial Services
Florida
$223K
AWM
122
Activest Wealth Management
Florida
$221K
FHC
123
First Heartland Consultants
Missouri
$212K
SPIA
124
Steward Partners Investment Advisory
New York
$176K
IAAG
125
Innovative Asset Advisors Group
Connecticut
$170K