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Invesco S&P 500 Equal Weight Energy ETF

163 hedge funds and large institutions have $407M invested in Invesco S&P 500 Equal Weight Energy ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
163
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 +$11.4M
2 +$9.62M
3 +$9.01M
4
LPL Financial
LPL Financial
California
+$7.53M
5
Morgan Stanley
Morgan Stanley
New York
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$137K
CF
127
Centaurus Financial
California
$135K
ATPW
128
Ashton Thomas Private Wealth
Arizona
$128K
William Blair & Company
129
William Blair & Company
Illinois
$115K
BBHC
130
Brown Brothers Harriman & Co
New York
$76.1K
AGWCA
131
Annis Gardner Whiting Capital Advisors
Florida
$74.9K
FFA
132
Founders Financial Alliance
North Carolina
$73.8K
HR
133
Howe & Rusling
New York
$72.1K
BlackRock
134
BlackRock
New York
$67.3K
IAIM
135
International Assets Investment Management
Florida
$59.9K
CI
136
CX Institutional
Indiana
$57K
CIAS
137
Capital Investment Advisory Services
North Carolina
$56.6K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$50K
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$42.3K
IA
140
IFP Advisors
Florida
$42.1K
NA
141
NewEdge Advisors
Louisiana
$41.4K
AA
142
Ancora Advisors
Ohio
$37.9K
WA
143
Waverly Advisors
Alabama
$25.6K
US Bancorp
144
US Bancorp
Minnesota
$22K
HWA
145
HHM Wealth Advisors
Tennessee
$21.9K
HIA
146
Harbor Investment Advisory
Maryland
$21.9K
HWM
147
HighMark Wealth Management
Minnesota
$21.9K
BGC
148
Beutel, Goodman & Co
Ontario, Canada
$19K
BT
149
Banque Transatlantique
France
$15.7K
AF
150
Allworth Financial
California
$11.3K