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Invesco S&P 500 Equal Weight Energy ETF

122 hedge funds and large institutions have $255M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.03% more ownership

Funds ownership: 60.82%60.85% (+0.03%)

1% less capital invested

Capital invested by funds: $259M → $255M (-$3.86M)

2% less funds holding

Funds holding: 125122 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
34
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Flaharty Asset Management
Florida
$35.8M +$1.64M +21,431 +5%
Bank of America
2
Bank of America
North Carolina
$32.9M -$5.71M -74,439 -15%
Morgan Stanley
3
Morgan Stanley
New York
$23.4M +$1.22M +15,910 +6%
UBS Group
4
UBS Group
Switzerland
$22.2M -$991K -12,926 -4%
M
5
MATAURO
New York
$20.1M +$620K +8,080 +3%
LPL Financial
6
LPL Financial
California
$10.5M -$3.7M -48,268 -27%
AWS
7
Arkfeld Wealth Strategies
Nebraska
$8.85M -$184K -2,404 -2%
FFA
8
Farther Finance Advisors
California
$6.33M +$4.54M +59,139 +290%
Raymond James Financial
9
Raymond James Financial
Florida
$6.01M -$3.49M -45,511 -38%
Goldman Sachs
10
Goldman Sachs
New York
$5.71M +$4.66M +60,784 +556%
GIM
11
Guild Investment Management
California
$5.22M +$5.03M +65,550 New
Wells Fargo
12
Wells Fargo
California
$4.69M -$795K -10,364 -15%
OC
13
Oarsman Capital
Wisconsin
$4.4M -$216K -2,818 -5%
SFGP
14
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.31M +$30.9K +403 +0.8%
EFG
15
Ethos Financial Group
Pennsylvania
$3.64M -$376K -4,899 -10%
FA
16
Fortis Advisors
Pennsylvania
$3.35M +$279K +3,638 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.94M +$39.6K +516 +1%
DIP
18
Davis Investment Partners
North Carolina
$2.61M -$595K -7,756 -19%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.54M +$30.8K +402 +1%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$2.41M -$1.53M -20,000 -40%
IWM
21
IHT Wealth Management
Illinois
$2.24M +$630K +8,211 +41%
JPLA
22
Joseph P. Lucia & Associates
New York
$2.14M -$59.2K -772 -3%
ACA
23
Aptus Capital Advisors
Alabama
$2.1M +$248K +3,233 +14%
FGG
24
Financial Guidance Group
Florida
$2.1M +$248K +3,233 +14%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.92M -$4.39M -57,284 -70%

RSPG Hedge Fund Activity: Q3 2025 in Review

122 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q3 2025, worth a combined $255M — down 1.5% from $259M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RSPG and 8 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 34 added.

The largest buyer was Guild Investment Management, opening a new position worth an estimated $5.03M. The largest seller was Bank of America, cutting an estimated $5.71M.

  • 122 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q3 2025, down from 125 in Q2 2025.
  • Funds reported $255M of Invesco S&P 500 Equal Weight Energy ETF stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q3 2025 was Guild Investment Management, an estimated $5.03M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q3 2025 was Bank of America, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2025.