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Invesco S&P 500 Equal Weight Energy ETF
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Overview Fund Activity

122 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 27 closing their positions.

Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
36
Reduced
47
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Arkfeld Wealth Strategies
Nebraska
$8.61M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.74M
4
WA
4
Win Advisors
Florida
$2.71M
5
BI
5
Ballast Inc
Kentucky
$2.06M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.91M
3
RBCM
3
Raub Brock Capital Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$5.16M
5
M
5
MATAURO
New York
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
EFA
126
Evernest Financial Advisors
Indiana
– – -23,894 Closed
FTUS
127
Flow Traders U.S.
New York
– – -9,209 Closed
CFG
128
CMC Financial Group
Georgia
– – -7,883 Closed
RCM
129
Requisite Capital Management
Texas
– – -7,403 Closed
SWP
130
Stratos Wealth Partners
Ohio
– – -5,963 Closed
AI
131
Atria Investments
North Carolina
– – -4,798 Closed
OFS
132
OneAscent Financial Services
Alabama
– – -4,780 Closed
FPGK
133
Financial Partners Group (Kansas)
Kansas
– – -4,281 Closed
CA
134
Clearstead Advisors
Ohio
– – -4,130 Closed
TWM
135
Tradition Wealth Management
Minnesota
– – -4,025 Closed
KA
136
Kovack Advisors
Florida
– – -3,728 Closed
SIA
137
SeaBridge Investment Advisors
New Jersey
– – -3,581 Closed
AO
138
Advisor OS
Illinois
– – -3,409 Closed
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
– – -3,360 Closed
FA
140
Fermata Advisors
California
– – -3,217 Closed
APA
141
Astoria Portfolio Advisors
New York
– – -2,841 Closed
BCP
142
Blue Chip Partners
Michigan
– – -2,711 Closed
LOIP
143
Live Oak Investment Partners
Texas
– – -2,641 Closed
HIM
144
Harbour Investment Management
Washington
– – -2,571 Closed
FIM
145
Freedom Investment Management
Connecticut
– – -2,521 Closed
PTC
146
Private Trust Company
Ohio
– – -2,380 Closed
CCM
147
Coldstream Capital Management
Washington
– – -697 Closed
HWP
148
Highline Wealth Partners
California
– – -100 Closed
BlackRock
149
BlackRock
New York
– – -1 Closed
2 3 4 5
6