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Invesco S&P 500 Equal Weight Energy ETF

122 hedge funds and large institutions have $255M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
122
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$30.6K
NA
102
NewEdge Advisors
Louisiana
$29.7K
AAS
103
Ameritas Advisory Services
Nebraska
$19.7K
CI
104
CX Institutional
Indiana
$19K
PC
105
Promus Capital
Illinois
$18.6K
AA
106
Ancora Advisors
Ohio
$18.2K
US Bancorp
107
US Bancorp
Minnesota
$16K
HIA
108
Harbor Investment Advisory
Maryland
$15.9K
HWM
109
HighMark Wealth Management
Minnesota
$15.9K
PS
110
Principal Securities
Iowa
$15.4K
BlackRock
111
BlackRock
New York
$13.7K
BGC
112
Beutel, Goodman & Co
Ontario, Canada
$13K
AF
113
Allworth Financial
California
$8.2K
AIC
114
Archer Investment Corporation
Indiana
$7.17K
PCA
115
Providence Capital Advisors
North Carolina
$5.97K
SIS
116
Strategic Investment Solutions
Illinois
$5.41K
VWM
117
Vermillion Wealth Management
Minnesota
$2.39K
AC
118
AlphaCore Capital
California
$2.39K
CTC
119
Central Trust Company
Missouri
$797
CFD
120
Creative Financial Designs
Indiana
$718
TH
121
TCTC Holdings
Texas
$318
FDW
122
Fourth Dimension Wealth
Ohio
$239
MAC
123
Mason & Associates (California)
California
WA
124
Win Advisors
Florida
OPAM
125
Ocean Park Asset Management
California