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Invesco S&P 500 Equal Weight Energy ETF

123 hedge funds and large institutions have $229M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-11
Holders Change %
-8.21%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
36
Reduced
47
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.3M -$361K -4,850 -1%
UBS Group
2
UBS Group
Switzerland
$21.7M -$2.41M -32,305 -10%
Morgan Stanley
3
Morgan Stanley
New York
$20.7M +$6.69M +89,817 +48%
M
4
MATAURO
New York
$18.2M -$2.79M -37,475 -13%
LPL Financial
5
LPL Financial
California
$13.5M -$1.5M -20,139 -10%
Raymond James Financial
6
Raymond James Financial
Florida
$9.01M -$156K -2,093 -2%
AWS
7
Arkfeld Wealth Strategies
Nebraska
$8.61M +$7.58M +100,449 +736%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.06M -$353K -4,736 -5%
Wells Fargo
9
Wells Fargo
California
$5.16M -$6.68M -89,699 -56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.92M -$755K -10,142 -13%
OC
11
Oarsman Capital
Wisconsin
$4.33M +$119K +1,598 +3%
SFG
12
Stonebridge Financial Group
Pennsylvania
$4M +$183K +2,459 +5%
EFG
13
Ethos Financial Group
Pennsylvania
$3.77M -$424K -5,693 -10%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$3.74M +$3M +40,256 +403%
DIP
15
Davis Investment Partners
North Carolina
$3.03M -$176K -2,345 -5%
MAC
16
Mason & Associates (California)
California
$3.01M +$72.7K +976 +2%
OPAM
17
Ocean Park Asset Management
California
$2.86M
FA
18
Fortis Advisors
Pennsylvania
$2.86M -$25.6K -344 -0.9%
WA
19
Win Advisors
Florida
$2.71M +$2.71M +36,405 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.71M -$394K -5,294 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.36M +$402K +5,279 +21%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.34M +$6.33K +85 +0.3%
Citadel Advisors
23
Citadel Advisors
Florida
$2.14M +$973K +13,066 +84%
JPLA
24
Joseph P. Lucia & Associates
New York
$2.06M -$114K -1,525 -5%
BI
25
Ballast Inc
Kentucky
$2.06M +$2.06M +27,645 New