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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,908 hedge funds and large institutions have $48.6B invested in Invesco S&P 500 Equal Weight ETF in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 897 increasing their positions, 612 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
+20
Holders Change %
+1.06%
% of All Funds
25.92%
Holding in Top 10
281
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+11.07%
% of All Funds
3.82%
New
169
Increased
897
Reduced
612
Closed
108
Calls
$1.59B
Puts
$3.14B
Net Calls
-$1.55B
Net Calls Change
-$109M

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$794M
2
JSTA
2
Japan Science & Technology Agency
Japan
$657M
3
PF
3
Phoenix Financial
Israel
$269M
4
Invesco
4
Invesco
Georgia
$1.94B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$406M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$0
2
BCL
2
Bracebridge Capital LLC
Massachusetts
$0
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$399M
4
GL
4
Gemsstock Ltd
United Kingdom
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
251
Forvis Mazars Wealth Advisors
Missouri
$18.4M -$1.39M -8,005 -7%
COI
252
Connable Office Inc
Michigan
$18.3M -$3.82M -22,056 -17%
Lido Advisors
253
Lido Advisors
California
$18.3M +$582K +3,359 +3%
QFA
254
Quattro Financial Advisors
Texas
$18.2M +$815K +4,704 +5%
BWP
255
Bernardo Wealth Planning
Pennsylvania
$17.8M +$459K +2,651 +3%
Wolverine Trading
256
Wolverine Trading
Illinois
$17.7M +$2.89M +16,822 +20%
SRC
257
Sage Rhino Capital
California
$17.6M +$114K +656 +0.6%
RFG
258
RFP Financial Group
Georgia
$17.6M -$9.69M -55,999 -35%
LFS
259
Littlejohn Financial Services
Oregon
$17.6M -$755K -4,359 -4%
AWA
260
Arkadios Wealth Advisors
Georgia
$17.5M +$7.75M +44,721 +79%
EA
261
Echo45 Advisors
California
$17.4M +$14.9K +86 +0.1%
CSP
262
Cary Street Partners
Virginia
$17.4M +$2.41M +13,926 +16%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$17.3M -$7.13M -41,251 -29%
CL
264
CSS LLC
Illinois
$17.1M +$100K +580 +0.6%
TWM
265
Tradition Wealth Management
Minnesota
$17.1M -$118K -684 -0.7%
RFP
266
Roth Financial Partners
Texas
$17.1M +$158K +915 +0.9%
RCA
267
Riverview Capital Advisers
Massachusetts
$16.9M +$394K +2,275 +2%
YLHM
268
Yelin Lapidot Holdings Management
Israel
$16.9M – – –
VDI
269
Vaughan David Investments
Illinois
$16.8M -$751K -4,335 -4%
SCM
270
Sterneck Capital Management
Missouri
$16.7M -$173 -1 -0%
AIM
271
Allen Investment Management
New York
$16.7M +$12M +69,570 +259%
ARC
272
Advisor Resource Council
Texas
$16.6M -$8.67M -53,433 -34%
BCG
273
Breakwater Capital Group
New Jersey
$16.5M +$995K +5,744 +6%
FPW
274
Fairvoy Private Wealth
Alabama
$16.3M -$1.42M -8,176 -8%
AFS
275
Aft Forsyth & Sober
Florida
$16.3M +$139K +800 +0.9%
9 10
11
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