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Invesco S&P 500 Equal Weight Energy ETF

163 hedge funds and large institutions have $408M 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

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

51% more capital invested

Capital invested by funds: $269M → $408M (+$138M)

23% more funds holding

Funds holding: 132163 (+31)

1.22% more ownership

Funds ownership: 62.29%63.51% (+1.2%)

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
+31
Holders Change %
+23.48%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
44
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
126
Innovative Asset Advisors Group
Connecticut
$170K +$148K +1,550 New
AWM
127
AE Wealth Management
Kansas
$137K -$3.52K -37 -3%
CF
128
Centaurus Financial
California
$135K +$118K +1,234 New
ATPW
129
Ashton Thomas Private Wealth
Arizona
$128K +$112K +1,172 New
William Blair & Company
130
William Blair & Company
Illinois
$115K +$191 +2 +0.2%
BBHC
131
Brown Brothers Harriman & Co
New York
$76.1K
AGWCA
132
Annis Gardner Whiting Capital Advisors
Florida
$74.9K -$1.14K -12 -2%
FFA
133
Founders Financial Alliance
North Carolina
$73.8K +$286 +3 +0.4%
HR
134
Howe & Rusling
New York
$72.1K
BlackRock
135
BlackRock
New York
$67.3K +$52.9K +555 +925%
IAIM
136
International Assets Investment Management
Florida
$59.9K
CI
137
CX Institutional
Indiana
$57K +$28.2K +296 +131%
CIAS
138
Capital Investment Advisory Services
North Carolina
$56.6K +$191 +2 +0.4%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$50K
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$42.3K +$37.8K +397 New
IA
141
IFP Advisors
Florida
$42.1K
AA
142
Ancora Advisors
Ohio
$37.9K +$16.2K +170 +97%
WA
143
Waverly Advisors
Alabama
$25.6K
US Bancorp
144
US Bancorp
Minnesota
$22K
HWA
145
HHM Wealth Advisors
Tennessee
$21.9K -$18.1K -190 -49%
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 +$13.6K +143 New
AF
150
Allworth Financial
California
$11.3K