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Invesco S&P 500 Equal Weight Energy ETF

134 hedge funds and large institutions have $298M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
42
Reduced
51
Closed
14
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$194K -$18.3K -224 -9%
SPIA
102
Steward Partners Investment Advisory
New York
$176K -$14.5K -177 -8%
AWM
103
Activest Wealth Management
Florida
$166K
HI
104
Harbour Investments
Wisconsin
$147K +$164 +2 +0.1%
CFD
105
Creative Financial Designs
Indiana
$140K +$819 +10 +0.6%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$135K -$44.5K -543 -25%
HWA
107
HHM Wealth Advisors
Tennessee
$116K -$31.2K -381 -21%
AWM
108
AE Wealth Management
Kansas
$115K -$4.83K -59 -4%
CIA
109
Cape Investment Advisory
Georgia
$108K
WT
110
Whittier Trust
California
$81.9K
CCM
111
Coldstream Capital Management
Washington
$57.1K +$57.1K +697 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$54K -$24.7K -300 -31%
HR
113
Howe & Rusling
New York
$54K
FFA
114
Founders Financial Alliance
North Carolina
$53.9K +$327 +4 +0.6%
CIAS
115
Capital Investment Advisory Services
North Carolina
$41.3K +$246 +3 +0.6%
NA
116
NewEdge Advisors
Louisiana
$30.4K
IA
117
IFP Advisors
Florida
$28.5K
TSMHT
118
Thurston Springer Miller Herd & Titak
Indiana
$24.6K
HIA
119
Harbor Investment Advisory
Maryland
$20.5K
AA
120
Ancora Advisors
Ohio
$20.3K
PC
121
Promus Capital
Illinois
$19.2K
US Bancorp
122
US Bancorp
Minnesota
$16.5K
HWM
123
HighMark Wealth Management
Minnesota
$16.4K
BGC
124
Beutel, Goodman & Co
Ontario, Canada
$14K +$14K +175 New
HWP
125
Highline Wealth Partners
California
$8.19K +$8.19K +100 New