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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CMP
401
Courage Miller Partners
Virginia
$9.77M +$1.01M +5,840 +12%
SIM
402
Seaview Investment Managers
Florida
$9.75M -$2.09M -12,041 -18%
Kayne Anderson Rudnick Investment Management
403
Kayne Anderson Rudnick Investment Management
California
$9.72M +$413K +2,384 +4%
HT
404
Heritage Trust
Oklahoma
$9.7M +$3.13M +18,052 +48%
NEPWA
405
New England Private Wealth Advisors
Massachusetts
$9.67M -$703K -4,056 -7%
RA
406
Ruggaard & Associates
Ohio
$9.65M -$54.6K -315 -0.6%
LHWM
407
Lake Hills Wealth Management
Texas
$9.62M +$4.73M +27,314 +97%
LAM
408
Lifestyle Asset Management
Texas
$9.55M +$9.55M +55,109 New
AAA
409
American Alpha Advisors
New York
$9.43M -$346 -2 -0%
CIC
410
Carnegie Investment Counsel
Ohio
$9.38M -$430K -2,761 -4%
SFWC
411
Strategic Family Wealth Counselors
New Jersey
$9.35M +$229K +1,320 +3%
CG
412
Clarus Group
Texas
$9.34M -$781K -4,510 -8%
AA
413
Argent Advisors
Louisiana
$9.31M +$9.31M +53,733 New
B
414
Bailard
California
$9.27M +$944K +5,448 +11%
GCM
415
Graham Capital Management
Connecticut
$9.01M +$4.94M +28,500 +121%
APW
416
Acima Private Wealth
Virginia
$8.97M +$2M +11,540 +29%
LSPW
417
Lake Street Private Wealth
Illinois
$8.96M -$764K -4,409 -8%
SIM
418
SSI Investment Management
California
$8.94M +$8.94M +51,607 New
BBHC
419
Brown Brothers Harriman & Co
New York
$8.89M +$901K +5,200 +11%
OC
420
Oppenheimer & Co
New York
$8.86M +$804K +4,642 +10%
MWM
421
Modera Wealth Management
New Jersey
$8.8M -$75.2K -434 -0.8%
CWM
422
Cabot Wealth Management
Massachusetts
$8.79M +$157K +905 +2%
DSCM
423
Del-Sette Capital Management
New York
$8.72M -$5.54M -31,986 -39%
HI
424
Harbour Investments
Wisconsin
$8.71M +$1.09M +6,287 +14%
PCIG
425
Partners Capital Investment Group
Massachusetts
$8.7M +$8.7M +50,220 New