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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 9 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