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Invesco S&P 500 Equal Weight Energy ETF

134 hedge funds and large institutions have $298M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
42
Reduced
51
Closed
14
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$106K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.3M 492,792 -326,537 -40%
FAM
2
Flaharty Asset Management
Florida
$33M 403,170 +68,223 +20%
UBS Group
3
UBS Group
Switzerland
$26.5M 323,605 +14,007 +5%
M
4
MATAURO
New York
$23.1M 281,718 +21,814 +8%
LPL Financial
5
LPL Financial
California
$16.4M 200,742 +72,960 +57%
Morgan Stanley
6
Morgan Stanley
New York
$15.4M 187,709 +22,524 +14%
Wells Fargo
7
Wells Fargo
California
$13M 159,004 +52,784 +50%
Ameriprise
8
Ameriprise
Minnesota
$11.4M 138,262 -94,505 -41%
Raymond James Financial
9
Raymond James Financial
Florida
$10.1M 123,096 -8,899 -7%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.05M 86,143 -531 -0.6%
RBCM
11
Raub Brock Capital Management
California
$6.93M 84,645 -11,045 -12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.24M 76,221 -74,576 -49%
OC
13
Oarsman Capital
Wisconsin
$4.63M 56,514 -141 -0.2%
EFG
14
Ethos Financial Group
Pennsylvania
$4.62M 56,375 +3,737 +7%
SFG
15
Stonebridge Financial Group
Pennsylvania
$4.2M 51,247 -7,686 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.41M 41,668 -4,908 -11%
MAC
17
Mason & Associates (California)
California
$3.23M 39,430 +2,248 +6%
FA
18
Fortis Advisors
Pennsylvania
$3.17M 38,765 +658 +2%
DIP
19
Davis Investment Partners
North Carolina
$2.94M 42,672 -5,673 -12%
OPAM
20
Ocean Park Asset Management
California
$2.86M 34,954 +34,954 New
BCM
21
Beck Capital Management
Texas
$2.63M 32,149 +876 +3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.57M 31,361 -3,250 -9%
JPLA
23
Joseph P. Lucia & Associates
New York
$2.39M 29,170 +333 +1%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.11M 25,751 -4,293 -14%
PAG
25
Private Advisor Group
New Jersey
$1.99M 24,323 +3,432 +16%