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Invesco S&P 500 Equal Weight Energy ETF

132 hedge funds and large institutions have $269M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

37% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 51

Holders
132
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

Top Buyers

1 +$16.1M
2 +$2.41M
3 +$1.33M
4
M
MATAURO
New York
+$1.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.2M

Top Sellers

1 -$4.11M
2 -$2.16M
3 -$1.66M
4
UBS Group
UBS Group
Switzerland
-$1.02M
5
FAM
Flaharty Asset Management
Florida
-$993K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$103K
William Blair & Company
102
William Blair & Company
Illinois
$83.8K
AGWCA
103
Annis Gardner Whiting Capital Advisors
Florida
$55.4K
BBHC
104
Brown Brothers Harriman & Co
New York
$55.3K
FFA
105
Founders Financial Alliance
North Carolina
$53.4K
HR
106
Howe & Rusling
New York
$52.4K
IAIM
107
International Assets Investment Management
Florida
$45K
CIAS
108
Capital Investment Advisory Services
North Carolina
$41K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$36K
GRP
110
Global Retirement Partners
California
$33.8K
HWA
111
HHM Wealth Advisors
Tennessee
$31K
IA
112
IFP Advisors
Florida
$30.6K
NA
113
NewEdge Advisors
Louisiana
$26.5K
WA
114
Waverly Advisors
Alabama
$18.6K
CI
115
CX Institutional
Indiana
$18K
US Bancorp
116
US Bancorp
Minnesota
$16K
HIA
117
Harbor Investment Advisory
Maryland
$15.9K
HWM
118
HighMark Wealth Management
Minnesota
$15.9K
AA
119
Ancora Advisors
Ohio
$14K
BGC
120
Beutel, Goodman & Co
Ontario, Canada
$13K
AF
121
Allworth Financial
California
$8.2K
AIC
122
Archer Investment Corporation
Indiana
$7.16K
AC
123
AlphaCore Capital
California
$6.37K
SIS
124
Strategic Investment Solutions
Illinois
$5.41K
BlackRock
125
BlackRock
New York
$4.78K