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Invesco S&P 500 Equal Weight Energy ETF

123 hedge funds and large institutions have $229M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 Sellers

1 -$33M
2 -$8.36M
3 -$6.93M
4
Wells Fargo
Wells Fargo
California
-$6.68M
5
M
MATAURO
New York
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$27.7K
HNB
102
Hilltop National Bank
Wyoming
$26.4K
AAS
103
Ameritas Advisory Services
Nebraska
$26.3K
IA
104
IFP Advisors
Florida
$25.9K
TSMHT
105
Thurston Springer Miller Herd & Titak
Indiana
$22.3K
PS
106
Principal Securities
Iowa
$19.3K
HIA
107
Harbor Investment Advisory
Maryland
$18.6K
AA
108
Ancora Advisors
Ohio
$18.5K
PC
109
Promus Capital
Illinois
$17.4K
CI
110
CX Institutional
Indiana
$17K
US Bancorp
111
US Bancorp
Minnesota
$15K
HWM
112
HighMark Wealth Management
Minnesota
$14.9K
BGC
113
Beutel, Goodman & Co
Ontario, Canada
$13K
AF
114
Allworth Financial
California
$7.67K
AIC
115
Archer Investment Corporation
Indiana
$6.7K
PCA
116
Providence Capital Advisors
North Carolina
$5.59K
SIS
117
Strategic Investment Solutions
Illinois
$5.07K
AC
118
AlphaCore Capital
California
$2.23K
VWM
119
Vermillion Wealth Management
Minnesota
$2.23K
FGC
120
Financial Gravity Companies
Texas
$596
TH
121
TCTC Holdings
Texas
$298
FDW
122
Fourth Dimension Wealth
Ohio
$223
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$74
FAM
124
Flaharty Asset Management
Florida
RBCM
125
Raub Brock Capital Management
California