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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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 Sellers

1 -$33M
2 -$8.36M
3 -$6.93M
4
Wells Fargo
Wells Fargo
California
-$6.68M
5
M
MATAURO
New York
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Beck Capital Management
Texas
EFA
127
Evernest Financial Advisors
Indiana
FTUS
128
Flow Traders U.S.
New York
CFG
129
CMC Financial Group
Georgia
RCM
130
Requisite Capital Management
Texas
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
SWP
132
Stratos Wealth Partners
Ohio
AI
133
Atria Investments
North Carolina
OFS
134
OneAscent Financial Services
Alabama
FPGK
135
Financial Partners Group (Kansas)
Kansas
CA
136
Clearstead Advisors
Ohio
TWM
137
Tradition Wealth Management
Minnesota
KA
138
Kovack Advisors
Florida
SIA
139
SeaBridge Investment Advisors
New Jersey
AO
140
Advisor OS
Illinois
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
FA
142
Fermata Advisors
California
APA
143
Astoria Portfolio Advisors
New York
BCP
144
Blue Chip Partners
Michigan
LOIP
145
Live Oak Investment Partners
Texas
HIM
146
Harbour Investment Management
Washington
FIM
147
Freedom Investment Management
Connecticut
PTC
148
Private Trust Company
Ohio
CCM
149
Coldstream Capital Management
Washington
HWP
150
Highline Wealth Partners
California