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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GSIAS
526
Garden State Investment Advisory Services
New Jersey
$5.89M -$1.09M -6,000 -16%
TPW
527
Talon Private Wealth
Florida
$5.88M -$133K -730 -2%
CGH
528
CMG Global Holdings
Texas
$5.87M +$1.81M +9,679 +44%
SSW
529
Stone Summit Wealth
Florida
$5.85M -$72.7K -400 -1%
BWM
530
Bulltick Wealth Management
Florida
$5.85M +$6K +33 +0.1%
STFP
531
Signal Tree Financial Partners
Ohio
$5.84M -$1.3M -7,143 -18%
SMC
532
Smith, Moore & Co
Missouri
$5.8M -$172K -948 -3%
AWM
533
Apollon Wealth Management
South Carolina
$5.79M -$910K -5,006 -14%
FFG
534
Floyd Financial Group
Missouri
$5.79M -$411K -2,220 -7%
OHWP
535
Oak Harbor Wealth Partners
North Carolina
$5.77M +$1.76M +9,663 +44%
PWM
536
PMG Wealth Management
Illinois
$5.75M -$34.3K -189 -0.6%
FTWA
537
Fifth Third Wealth Advisors
Ohio
$5.72M -$2.21M -12,170 -28%
FFN
538
Focus Financial Network
Minnesota
$5.68M +$164K +901 +3%
BCA
539
Bay Colony Advisors
Massachusetts
$5.67M -$608K -3,344 -10%
USCWA
540
U.S. Capital Wealth Advisors
Texas
$5.67M +$709K +3,901 +14%
ECM
541
Elgethun Capital Management
South Dakota
$5.65M +$1.14M +6,278 +25%
GSAM
542
Grant Street Asset Management
Pennsylvania
$5.62M -$326K -1,791 -5%
AEPWM
543
Atlantic Edge Private Wealth Management
Florida
$5.62M -$4.76M -26,189 -46%
CWM
544
Connecticut Wealth Management
Connecticut
$5.59M -$62.5K -344 -1%
IC
545
Inkwell Capital
Florida
$5.57M -$31.8K -175 -0.6%
GAI
546
General American Investors
New York
$5.56M
FHA
547
Flagship Harbor Advisors
Massachusetts
$5.56M +$3.26M +17,916 +141%
PWA
548
Phoenix Wealth Advisors
North Carolina
$5.52M +$132K +726 +2%
BFWA
549
Benchmark Financial Wealth Advisors
Florida
$5.52M -$545 -3 -0%
CCG
550
Cypress Capital Group
Florida
$5.5M +$1.04M +5,705 +23%