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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,909 hedge funds and large institutions have $48.9B invested in Invesco S&P 500 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 747 increasing their positions, 730 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
25.59%
Holding in Top 10
262
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-6.76%
% of All Funds
3.51%
New
167
Increased
747
Reduced
730
Closed
124
Calls
$898M
Puts
$1.62B
Net Calls
-$725M
Net Calls Change
+$828M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$530M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$411M
3
NPCM
North Peak Capital Management
New York
+$250M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$201M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$200M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$455M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$414M
3
Jane Street
Jane Street
New York
-$213M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$206M
5
Truist Financial
Truist Financial
North Carolina
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
476
Ancora Advisors
Ohio
$7.25M -$145K -798 -2%
HA
477
Herold Advisors
New York
$7.21M +$52K +286 +0.7%
NL
478
Navalign LLC
California
$7.21M +$202K +1,111 +3%
PFS
479
Prospera Financial Services
Texas
$7.15M +$648K +3,566 +10%
BL
480
BCWM LLC
Kansas
$7.14M +$516K +2,840 +8%
NEAM
481
New England Asset Management
Connecticut
$7.12M – – –
FIA
482
Foundations Investment Advisors
Arizona
$7.1M +$2.82M +15,537 +66%
FFS
483
Founders Financial Securities
Maryland
$7.09M +$622K +3,425 +10%
Simplex Trading
484
Simplex Trading
Illinois
$7.07M +$7.07M +38,899 New
IFPG
485
Intrepid Financial Planning Group
Indiana
$7.05M -$82.5K -454 -1%
BW
486
BostonPremier Wealth
Massachusetts
$7.02M -$8.54K -47 -0.1%
HTC
487
Haverford Trust Company
Pennsylvania
$7M -$416K -2,288 -6%
CFMC
488
Curbstone Financial Management Corp
New Hampshire
$6.95M -$94.9K -522 -1%
FWC
489
First Washington Corp
Washington
$6.95M +$1.74M +9,590 +33%
RIS
490
Retirement Income Solutions
Michigan
$6.9M +$421K +2,318 +6%
WDL
491
Well Done LLC
Michigan
$6.82M -$734K -4,039 -10%
SCM
492
SCS Capital Management
Massachusetts
$6.8M -$268K -1,477 -4%
NL
493
NDWM LLC
California
$6.69M -$1.09K -6 -0%
JBA
494
Johnson Bixby & Associates
Washington
$6.63M -$142K -782 -2%
CA
495
CapWealth Advisors
Tennessee
$6.63M +$308K +1,693 +5%
IW
496
Instrumental Wealth
Florida
$6.62M +$210K +1,154 +3%
PWM
497
Partnership Wealth Management
Maryland
$6.6M +$2.36K +13 +0%
MFG
498
Magnus Financial Group
New York
$6.6M -$335K -1,842 -5%
BWM
499
Birchcreek Wealth Management
Ohio
$6.5M +$424K +2,335 +7%
HP
500
HT Partners
Connecticut
$6.49M +$5.96M +32,798 +1,122%
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