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Invesco S&P 500 Equal Weight Energy ETF

121 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, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less 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

36% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 53

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