
Invesco S&P 500 Equal Weight Energy is an exchange-traded fund on ARCA. As of Q3 2025, 118 institutional investors hold shares in this ETF, with total holdings valued at $254.2M. Flaharty Asset Management, LLC is the largest holder with a position valued at $35.8M.
Overview of institutional ownership in RSPG as of Q3 2025
Institutions with the largest positions in RSPG as of Q3 2025
| Institution | Position Value |
|---|---|
Flaharty Asset Management, LLC RIA/Wealth | $35.8M 4.55% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $32.9M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $23.4M 0.00% of portfolio |
UBS Group AG Institution | $22.2M 0.00% of portfolio |
M MATAURO, LLC RIA/Wealth | $20.1M 3.19% of portfolio |
L LPL Financial LLC Institution | $10.5M 0.00% of portfolio |
A Arkfeld Wealth Strategies, L.L.C. RIA/Wealth | $8.9M 3.23% of portfolio |
Farther Finance Advisors, LLC RIA/Wealth | $6.3M 0.10% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.0M 0.00% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $5.7M 0.00% of portfolio |
Institutional buying and selling activity for RSPG in Q3 2025
| Institution | Net Bought |
|---|---|
Guild Investment Management, Inc. RIA/Wealth | +$5.2M +65.6K shares |
GOLDMAN SACHS GROUP INC Institution | +$4.8M +60.8K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$4.7M +59.1K shares |
Flaharty Asset Management, LLC RIA/Wealth | +$1.7M +21.4K shares |
MORGAN STANLEY RIA/Wealth | +$1.3M +15.9K shares |
IHT Wealth Management, LLC RIA/Wealth | +$653.7K +8.2K shares |
M MATAURO, LLC RIA/Wealth | +$643.2K +8.1K shares |
S Somerset Trust Co Institution | +$581.9K +7.3K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$481.7K +6.1K shares |
C Centurion Wealth Management LLC Institution | +$366.2K +4.6K shares |
| Institution | Net Sold |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | −$5.9M −74.4K shares |
HighTower Advisors, LLC RIA/Wealth | −$4.6M −57.3K shares |
L LPL Financial LLC Institution | −$3.8M −48.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$3.6M −45.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.4M −42.3K shares |
Mason & Associates Inc RIA/Wealth | −$3.0M −40.4K shares |
Wright Fund Managment, LLC Long Only Manager | −$2.9M −35.0K shares |
W WIN ADVISORS, INC RIA/Wealth | −$2.7M −36.4K shares |
Ballast, Inc. RIA/Wealth | −$2.1M −27.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.7M −21.8K shares |
Institutions that initiated new positions or completely exited RSPG in Q3 2025
| Institution | Position Value |
|---|---|
Guild Investment Management, Inc. RIA/Wealth | $5.2M 65.6K shares |
C Centurion Wealth Management LLC Institution | $366.2K 4.6K shares |
Sontag Advisory, LLC RIA/Wealth | $40.9K 513.0 shares |
C CENTRAL TRUST & INVESTMENT CO Institution | $797.0 10.0 shares |
| Institution | Previous Position |
|---|---|
Mason & Associates Inc RIA/Wealth | $3.0M 40.4K shares |
Wright Fund Managment, LLC Long Only Manager | $2.9M 35.0K shares |
W WIN ADVISORS, INC RIA/Wealth | $2.7M 36.4K shares |
Ballast, Inc. RIA/Wealth | $2.1M 27.6K shares |
H HRT FINANCIAL LLC Institution | $1.4M 19.3K shares |
J JANE STREET GROUP, LLC Institution | $316.2K 4.2K shares |
Worth Asset Management, LLC RIA/Wealth | $223.4K 3.0K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $219.5K 2.9K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $22.3K 300.0 shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $74.0 1.0 shares |
Institutions with the largest Call and Put options positions in RSPG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with RSPG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Flaharty Asset Management, LLC RIA/Wealth | 4.55% $35.8M |
Guild Investment Management, Inc. RIA/Wealth | 4.14% $5.2M |
A Arkfeld Wealth Strategies, L.L.C. RIA/Wealth | 3.23% $8.9M |
M MATAURO, LLC RIA/Wealth | 3.19% $20.1M |
Fortis Advisors, LLC Family Office | 1.92% $3.3M |
Financial Guidance Group, Inc. RIA/Wealth | 0.96% $2.1M |
D Davis Investment Partners, LLC RIA/Wealth | 0.89% $2.6M |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.81% $2.1M |
OARSMAN CAPITAL, INC. RIA/Wealth | 0.62% $4.4M |
Longview Financial Advisors, Inc. RIA/Wealth | 0.45% $578.1K |
Discover hedge funds investing in RSPG


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $3.7B | 16.23% | |
ETF ETF | $612.1M | 2.65% | |
Semiconductors Technology | $534.2M | 2.32% |
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