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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $299M 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, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

0% more funds holding

Funds holding: 135135 (0)

3% less capital invested

Capital invested by funds: $309M → $299M (-$10.4M)

1.36% less ownership

Funds ownership: 59.74%58.39% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.81%
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
52
Closed
14
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$40.3M -$26.3M -326,537 -40%
FAM
2
Flaharty Asset Management
Florida
$33M +$5.5M +68,223 +20%
UBS Group
3
UBS Group
Switzerland
$26.5M +$1.13M +14,007 +5%
M
4
MATAURO
New York
$23.1M +$1.76M +21,814 +8%
LPL Financial
5
LPL Financial
California
$16.4M +$5.88M +72,960 +57%
Morgan Stanley
6
Morgan Stanley
New York
$15.4M +$1.82M +22,524 +14%
Wells Fargo
7
Wells Fargo
California
$13M +$4.26M +52,784 +50%
Ameriprise
8
Ameriprise
Minnesota
$11.4M -$7.62M -94,505 -41%
Raymond James Financial
9
Raymond James Financial
Florida
$10.1M -$717K -8,899 -7%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.05M -$42.8K -531 -0.6%
RBCM
11
Raub Brock Capital Management
California
$6.93M -$890K -11,045 -12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.24M -$6.01M -74,576 -49%
OC
13
Oarsman Capital
Wisconsin
$4.63M -$11.4K -141 -0.2%
EFG
14
Ethos Financial Group
Pennsylvania
$4.62M +$301K +3,737 +7%
SFGP
15
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.2M -$620K -7,686 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.41M -$396K -4,908 -11%
MAC
17
Mason & Associates (California)
California
$3.23M +$181K +2,248 +6%
FA
18
Fortis Advisors
Pennsylvania
$3.17M +$53K +658 +2%
DIP
19
Davis Investment Partners
North Carolina
$2.94M -$457K -5,673 -12%
OPAM
20
Ocean Park Asset Management
California
$2.86M +$2.82M +34,954 New
BCM
21
Beck Capital Management
Texas
$2.63M +$70.6K +876 +3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.57M -$262K -3,250 -9%
JPLA
23
Joseph P. Lucia & Associates
New York
$2.39M +$26.8K +333 +1%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.11M -$346K -4,293 -14%
PAG
25
Private Advisor Group
New Jersey
$1.99M +$277K +3,432 +16%

RSPG Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2025, worth a combined $299M — down 3.4% from $309M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPG positions and 14 closed out — a net gain of 5 holders — while 42 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.88M. The largest seller was Bank of America, cutting an estimated $26.3M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $299M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2025 and 14 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2025 was LPL Financial, an estimated $5.88M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2025 was Bank of America, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2025.