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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $299M 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, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

0% more funds holding

Funds holding: 135135 (0)

3% less capital invested

Capital invested by funds: $309M → $299M (-$10.4M)

1.36% less ownership

Funds ownership: 59.74%58.39% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.81%
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
52
Closed
14
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$195K
William Blair & Company
102
William Blair & Company
Illinois
$194K -$18.1K -224 -9%
SPIA
103
Steward Partners Investment Advisory
New York
$176K -$14.3K -177 -8%
AWM
104
Activest Wealth Management
Florida
$166K
HI
105
Harbour Investments
Wisconsin
$147K +$161 +2 +0.1%
CFD
106
Creative Financial Designs
Indiana
$140K +$806 +10 +0.6%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$135K -$43.8K -543 -25%
HWA
108
HHM Wealth Advisors
Tennessee
$116K -$30.7K -381 -21%
AWM
109
AE Wealth Management
Kansas
$115K -$4.76K -59 -4%
CIA
110
Cape Investment Advisory
Georgia
$108K
WT
111
Whittier Trust
California
$81.9K
CCM
112
Coldstream Capital Management
Washington
$57.1K +$56.2K +697 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$54K -$24.2K -300 -31%
HR
114
Howe & Rusling
New York
$54K
FFA
115
Founders Financial Alliance
North Carolina
$53.9K +$322 +4 +0.6%
CIAS
116
Capital Investment Advisory Services
North Carolina
$41.3K +$242 +3 +0.6%
NA
117
NewEdge Advisors
Louisiana
$30.4K
IA
118
IFP Advisors
Florida
$28.5K
TSMHT
119
Thurston Springer Miller Herd & Titak
Indiana
$24.6K
HIA
120
Harbor Investment Advisory
Maryland
$20.5K
AA
121
Ancora Advisors
Ohio
$20.3K
PC
122
Promus Capital
Illinois
$19.2K
US Bancorp
123
US Bancorp
Minnesota
$16.5K
HWM
124
HighMark Wealth Management
Minnesota
$16.4K
BGC
125
Beutel, Goodman & Co
Ontario, Canada
$14K +$14.1K +175 New

RSPG Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2025, worth a combined $299M — down 3.4% from $309M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPG positions and 14 closed out — a net gain of 5 holders — while 42 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.88M. The largest seller was Bank of America, cutting an estimated $26.3M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $299M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2025 and 14 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2025 was LPL Financial, an estimated $5.88M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2025 was Bank of America, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2025.