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Invesco S&P 500 Equal Weight Energy ETF

163 hedge funds and large institutions have $408M 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

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

51% more capital invested

Capital invested by funds: $269M → $408M (+$138M)

23% more funds holding

Funds holding: 132163 (+31)

1.22% more ownership

Funds ownership: 62.29%63.51% (+1.2%)

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
+31
Holders Change %
+23.48%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
44
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
101
Capital Advisors Inc
Oklahoma
$335K
EFS
102
Essex Financial Services
Connecticut
$329K -$6.76K -71 -2%
CBU
103
CIBC Bancorp USA
Illinois
$328K +$286K +3,000 New
Lido Advisors
104
Lido Advisors
California
$328K +$13.2K +139 +5%
YWM
105
Yoder Wealth Management
California
$315K +$27.2K +286 +11%
Stifel Financial
106
Stifel Financial
Missouri
$315K +$274K +2,877 New
SF
107
Summit Financial
New Jersey
$309K +$381 +4 +0.1%
AIM
108
Anchor Investment Management
South Carolina
$306K -$28.5K -299 -10%
FEM
109
Fulcrum Equity Management
Texas
$305K +$266K +2,788 New
AFWM
110
AMJ Financial Wealth Management
Virginia
$301K +$262K +2,751 New
HIM
111
Harbour Investment Management
Washington
$281K
RWA
112
Reicon Wealth Advisors
Georgia
$267K +$22K +231 +10%
IFG
113
Independent Financial Group
California
$265K +$231K +2,424 New
HI
114
Harbour Investments
Wisconsin
$263K +$49.4K +519 +28%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$259K -$31K -325 -12%
NFA
116
Northwest Financial Advisors
Virginia
$257K +$224K +2,347 New
CGA
117
Crescent Grove Advisors
Illinois
$256K +$223K +2,337 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$250K +$217K +2,282 New
MOS
119
MGO One Seven
Ohio
$245K +$213K +2,235 New
VCM
120
Vivaldi Capital Management
Illinois
$229K +$199K +2,089 New
TWM
121
Tradition Wealth Management
Minnesota
$227K +$197K +2,073 New
NPFS
122
Novak & Powell Financial Services
Florida
$223K +$194K +2,035 New
AWM
123
Activest Wealth Management
Florida
$221K
FHC
124
First Heartland Consultants
Missouri
$212K +$184K +1,936 New
SPIA
125
Steward Partners Investment Advisory
New York
$176K -$1.91K -20 -1%