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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,907 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, 896 increasing their positions, 612 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+19
Holders Change %
+1.01%
% of All Funds
25.9%
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
896
Reduced
612
Closed
109
Calls
$1.59B
Puts
$3.14B
Net Calls
-$1.55B
Net Calls Change
-$109M

Top Buyers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$774M
2
JSTA
Japan Science & Technology Agency
Japan
+$657M
3
PF
Phoenix Financial
Israel
+$269M
4
Invesco
Invesco
Georgia
+$207M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$195M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$721M
2
BCL
Bracebridge Capital LLC
Massachusetts
-$250M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$215M
4
GL
Gemsstock Ltd
United Kingdom
-$133M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
476
Well Done LLC
Michigan
$7.28M -$44.5K -254 -0.6%
AWA
477
Amplius Wealth Advisors
Pennsylvania
$7.27M +$37.2K +215 +0.5%
AP
478
Atwood & Palmer
Missouri
$7.25M +$1.34M +7,734 +23%
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$7.23M +$231K +1,335 +3%
AQR Capital Management
480
AQR Capital Management
Connecticut
$7.19M -$38.6K -223 -0.5%
FNBSF
481
First National Bank Sioux Falls
South Dakota
$7.18M +$3.49M +20,149 +95%
RWP
482
RWA Wealth Partners
Massachusetts
$7.16M +$6.06M +34,978 +550%
FF
483
Fortitude Financial
Washington
$7.09M +$6.32M +36,457 +819%
HTC
484
Haverford Trust Company
Pennsylvania
$7.07M -$26.9K -155 -0.4%
LFP
485
Lakeshore Financial Planning
Michigan
$7.06M -$884K -5,104 -11%
AA
486
Ancora Advisors
Ohio
$7.05M +$444K +2,564 +7%
GC
487
Guidance Capital
Kentucky
$7.05M +$721K +4,194 +11%
FFG
488
Fortress Financial Group
Minnesota
$7.03M +$422K +2,438 +6%
GWMR
489
GC Wealth Management RIA
Massachusetts
$7.02M -$81.1K -468 -1%
MSWA
490
Marshall & Sterling Wealth Advisors
New York
$7.01M +$225K +1,297 +3%
TM
491
TigerOak Management
New Mexico
$7.01M +$685K +3,953 +11%
RIL
492
Rothschild Investment LLC
Illinois
$6.91M +$568K +3,280 +9%
NPF
493
Norris Perne & French
Michigan
$6.89M +$6.89M +39,751 New
Bessemer Group
494
Bessemer Group
New Jersey
$6.84M -$23K -133 -0.3%
HA
495
Herold Advisors
New York
$6.83M +$204K +1,179 +3%
IFPG
496
Intrepid Financial Planning Group
Indiana
$6.81M -$176K -1,011 -3%
AI
497
Atria Investments
North Carolina
$6.81M -$394K -2,273 -5%
STFP
498
Signal Tree Financial Partners
Ohio
$6.81M +$1.24M +7,183 +22%
NEAM
499
New England Asset Management
Connecticut
$6.79M +$1.73M +9,965 +34%
SCM
500
SCS Capital Management
Massachusetts
$6.74M +$6.74M +38,909 New
18 19
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