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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
AIC
151
Archer Investment Corporation
Indiana
$9.85K
SIS
152
Strategic Investment Solutions
Illinois
$7.44K
CA
153
Clearstead Advisors
Ohio
$3.29K -$328K -3,443 -99%
AC
154
AlphaCore Capital
California
$3.28K -$4.76K -50 -63%
VWM
155
Vermillion Wealth Management
Minnesota
$3.28K
GT
156
Glenmede Trust
Pennsylvania
$3.28K +$2.86K +30 New
LHEI
157
Leo H. Evart Inc
California
$3.21K +$2.76K +29 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$3.17K +$2.76K +29 New
LA
159
LM Advisors
California
$3.07K +$8.76K +92 +38%
CTC
160
Central Trust Company
Missouri
$1.09K
CFD
161
Creative Financial Designs
Indiana
$999
FGAM
162
Financial Gravity Asset Management
Texas
$438 +$381 +4 New
FDW
163
Fourth Dimension Wealth
Ohio
$328
FA
164
Fortis Advisors
Pennsylvania
-$2.8M -35,205 Closed
Citadel Advisors
165
Citadel Advisors
Florida
-$754K -9,477 Closed
SA
166
Sylvest Advisors
Texas
-$549K -6,904 Closed
FTUS
167
Flow Traders U.S.
New York
-$465K -5,843 Closed
WAM
168
Wakefield Asset Management
Colorado
-$417K -5,238 Closed
MML Investors Services
169
MML Investors Services
Massachusetts
-$287K -3,601 Closed
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
-$265K -3,331 Closed
GS
171
GTS Securities
New York
-$257K -3,226 Closed
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
-$252K -3,169 Closed
CIA
173
Cape Investment Advisory
Georgia
-$105K -1,317 Closed
WCAMG
174
Woodard & Company Asset Management Group
North Carolina
-$478 -6 Closed
TH
175
TCTC Holdings
Texas
-$318 -4 Closed