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Invesco S&P 500 Equal Weight Energy ETF

123 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 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-11
Holders Change %
-8.21%
% of All Funds
1.65%
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
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
126
Beck Capital Management
Texas
-$2.63M -32,149 Closed
EFA
127
Evernest Financial Advisors
Indiana
-$1.96M -23,894 Closed
FTUS
128
Flow Traders U.S.
New York
-$754K -9,209 Closed
CFG
129
CMC Financial Group
Georgia
-$645K -7,883 Closed
RCM
130
Requisite Capital Management
Texas
-$606K -7,403 Closed
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
-$535K -6,533 Closed
SWP
132
Stratos Wealth Partners
Ohio
-$488K -5,963 Closed
AI
133
Atria Investments
North Carolina
-$393K -4,798 Closed
OFS
134
OneAscent Financial Services
Alabama
-$391K -4,780 Closed
FPGK
135
Financial Partners Group (Kansas)
Kansas
-$350K -4,281 Closed
CA
136
Clearstead Advisors
Ohio
-$338K -4,130 Closed
TWM
137
Tradition Wealth Management
Minnesota
-$330K -4,025 Closed
KA
138
Kovack Advisors
Florida
-$305K -3,728 Closed
SIA
139
SeaBridge Investment Advisors
New Jersey
-$293K -3,581 Closed
AO
140
Advisor OS
Illinois
-$279K -3,409 Closed
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
-$275K -3,360 Closed
FA
142
Fermata Advisors
California
-$263K -3,217 Closed
APA
143
Astoria Portfolio Advisors
New York
-$201K -2,841 Closed
BCP
144
Blue Chip Partners
Michigan
-$222K -2,711 Closed
LOIP
145
Live Oak Investment Partners
Texas
-$216K -2,641 Closed
HIM
146
Harbour Investment Management
Washington
-$210K -2,571 Closed
FIM
147
Freedom Investment Management
Connecticut
-$206K -2,521 Closed
PTC
148
Private Trust Company
Ohio
-$195K -2,380 Closed
CCM
149
Coldstream Capital Management
Washington
-$57.1K -697 Closed
HWP
150
Highline Wealth Partners
California
-$8.19K -100 Closed