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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

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

8% more funds holding

Funds holding: 122132 (+10)

6% more capital invested

Capital invested by funds: $255M → $269M (+$14.1M)

1.44% more ownership

Funds ownership: 60.85%62.29% (+1.4%)

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
+10
Holders Change %
+8.2%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
32
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$103K +$8.43K +106 +9%
William Blair & Company
102
William Blair & Company
Illinois
$83.8K +$80 +1 +0.1%
AGWCA
103
Annis Gardner Whiting Capital Advisors
Florida
$55.4K +$55.3K +696 New
BBHC
104
Brown Brothers Harriman & Co
New York
$55.3K +$55.3K +695 New
FFA
105
Founders Financial Alliance
North Carolina
$53.4K +$318 +4 +0.6%
HR
106
Howe & Rusling
New York
$52.4K
IAIM
107
International Assets Investment Management
Florida
$45K +$44.9K +565 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$41K +$239 +3 +0.6%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$36K
GRP
110
Global Retirement Partners
California
$33.8K +$159 +2 +0.5%
HWA
111
HHM Wealth Advisors
Tennessee
$31K
IA
112
IFP Advisors
Florida
$30.6K
NA
113
NewEdge Advisors
Louisiana
$26.5K -$3.18K -40 -11%
WA
114
Waverly Advisors
Alabama
$18.6K +$18.6K +234 New
CI
115
CX Institutional
Indiana
$18K -$1.11K -14 -6%
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 -$4.13K -52 -23%
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 +$3.98K +50 +167%
SIS
124
Strategic Investment Solutions
Illinois
$5.41K
BlackRock
125
BlackRock
New York
$4.78K -$8.91K -112 -65%