We are live on ! Find out more
RSPG icon

Invesco S&P 500 Equal Weight Energy ETF

163 hedge funds and large institutions have $408M invested in Invesco S&P 500 Equal Weight Energy ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

51% more capital invested

Capital invested by funds: $269M → $408M (+$138M)

23% more funds holding

Funds holding: 132163 (+31)

1.22% more ownership

Funds ownership: 62.29%63.51% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
163
Holders Change
+31
Holders Change %
+23.48%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
44
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$42.1M +$11.4M +119,501 +45%
Bank of America
2
Bank of America
North Carolina
$39.8M -$24.1M -252,961 -41%
Morgan Stanley
3
Morgan Stanley
New York
$37.4M +$7.16M +75,127 +28%
M
4
MATAURO
New York
$32M +$2.25M +23,651 +9%
FAM
5
Flaharty Asset Management
Florida
$26.6M -$18.5M -194,302 -44%
LPL Financial
6
LPL Financial
California
$20.9M +$7.53M +79,075 +71%
Raymond James Financial
7
Raymond James Financial
Florida
$15M +$2.95M +31,019 +29%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$14.3M +$9.62M +100,948 +337%
CAM
9
Cresset Asset Management
Illinois
$10.4M +$9.01M +94,614 New
AWS
10
Arkfeld Wealth Strategies
Nebraska
$10.1M -$902K -9,467 -9%
FFA
11
Farther Finance Advisors
California
$7.55M -$728K -7,646 -10%
SFGP
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.31M +$984K +10,328 +18%
LJCM
13
Lee Johnson Capital Management
Texas
$6.82M +$5.94M +62,328 New
GIM
14
Guild Investment Management
California
$6.39M -$512K -5,370 -8%
OC
15
Oarsman Capital
Wisconsin
$6.13M -$178K -1,871 -3%
CIA
16
Concurrent Investment Advisors
Florida
$5.04M +$4.39M +46,052 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.52M +$874K +9,173 +29%
OPAM
18
Ocean Park Asset Management
California
$4.5M +$3.92M +41,114 New
Wells Fargo
19
Wells Fargo
California
$4.17M -$1.9M -19,969 -34%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.9M +$1.91M +20,006 +128%
ACA
21
Aptus Capital Advisors
Alabama
$3.43M +$180K +1,893 +6%
FGG
22
Financial Guidance Group
Florida
$3.43M +$180K +1,893 +6%
DIP
23
Davis Investment Partners
North Carolina
$3.28M -$104K -1,093 -4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$3.26M -$213K -2,240 -7%
IWM
25
IHT Wealth Management
Illinois
$2.97M -$127K -1,338 -5%