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Invesco S&P 500 Equal Weight Energy ETF

132 hedge funds and large institutions have $269M invested in Invesco S&P 500 Equal Weight Energy ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

8% more funds holding

Funds holding: 122132 (+10)

6% more capital invested

Capital invested by funds: $255M → $269M (+$14.1M)

1.44% more ownership

Funds ownership: 60.85%62.29% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

37% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 51

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
32
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$49M +$16.1M +202,689 +49%
FAM
2
Flaharty Asset Management
Florida
$34.8M -$993K -12,486 -3%
M
3
MATAURO
New York
$21.4M +$1.29M +16,238 +6%
Morgan Stanley
4
Morgan Stanley
New York
$21.2M -$2.16M -27,121 -9%
UBS Group
5
UBS Group
Switzerland
$21.1M -$1.02M -12,840 -5%
LPL Financial
6
LPL Financial
California
$8.87M -$1.66M -20,847 -16%
AWS
7
Arkfeld Wealth Strategies
Nebraska
$8.84M -$109K -1,375 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$8.42M +$2.41M +30,315 +40%
FFA
9
Farther Finance Advisors
California
$6.28M -$50.3K -633 -0.8%
GIM
10
Guild Investment Management
California
$5.08M -$141K -1,770 -3%
Wells Fargo
11
Wells Fargo
California
$4.62M -$69.8K -878 -1%
OC
12
Oarsman Capital
Wisconsin
$4.61M +$206K +2,585 +5%
SFGP
13
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.49M +$188K +2,358 +4%
EFG
14
Ethos Financial Group
Pennsylvania
$2.98M -$664K -8,346 -18%
FA
15
Fortis Advisors
Pennsylvania
$2.8M -$545K -6,854 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.56M -$382K -4,799 -13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.55M +$14.9K +187 +0.6%
DIP
18
Davis Investment Partners
North Carolina
$2.53M -$117K -1,471 -5%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$2.38M -$26.6K -335 -1%
ACA
20
Aptus Capital Advisors
Alabama
$2.35M +$245K +3,081 +12%
FGG
21
Financial Guidance Group
Florida
$2.34M +$245K +3,081 +12%
IWM
22
IHT Wealth Management
Illinois
$2.26M +$25.8K +324 +1%
JPLA
23
Joseph P. Lucia & Associates
New York
$2.12M -$20.2K -254 -0.9%
KAS
24
Kestra Advisory Services
Texas
$2.07M +$182K +2,290 +10%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.91M -$8.27K -104 -0.4%