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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 %
SNWA
576
Siligmueller & Norvid Wealth Advisors
Illinois
$5.06M -$166K -906 -3%
VFPW
577
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.04M +$4.64M +25,505 +1,134%
MIA
578
Milestone Investment Advisors
Wisconsin
$5.01M -$238K -1,310 -5%
MIC
579
Meridian Investment Counsel
California
$5.01M – – –
Wealthfront Advisers
580
Wealthfront Advisers
California
$4.99M +$962K +5,294 +24%
RWA
581
Redhawk Wealth Advisors
Minnesota
$4.97M +$59.8K +329 +1%
MSA
582
Marino Stram & Associates
Massachusetts
$4.96M +$266K +1,466 +6%
BWA
583
BlueChip Wealth Advisors
Georgia
$4.96M +$428K +2,353 +9%
CWM
584
Calamos Wealth Management
Illinois
$4.92M +$4.63M +25,486 +1,587%
OCM
585
Orion Capital Management
California
$4.91M +$7.09K +39 +0.1%
SCM
586
Sage Capital Management
New Jersey
$4.88M -$50.3K -277 -1%
FWA
587
FSM Wealth Advisors
Ohio
$4.88M +$4.88M +26,551 New
AP
588
Advisors Preferred
Maryland
$4.87M -$66.9K -364 -1%
WIA
589
World Investment Advisors
California
$4.87M -$846K -4,657 -15%
AFS
590
Access Financial Services
Minnesota
$4.81M -$278K -1,529 -5%
CHAM
591
Clear Harbor Asset Management
Connecticut
$4.8M +$446K +2,455 +10%
HSA
592
HBK Sorce Advisory
Pennsylvania
$4.78M +$12.2K +67 +0.3%
PWW
593
Pettyjohn Wood & White
Virginia
$4.77M +$95.1K +523 +2%
MSWMA
594
Market Street Wealth Management Advisors
Indiana
$4.77M -$120K -662 -2%
AI
595
Atria Investments
North Carolina
$4.77M -$2.37M -13,065 -33%
GAG
596
GM Advisory Group
New York
$4.75M +$878K +4,833 +23%
GL
597
Graypoint LLC
New York
$4.75M +$563K +3,096 +13%
WAM
598
Wakefield Asset Management
Colorado
$4.75M -$1.56M -8,568 -25%
S
599
SimplyRich
California
$4.74M – – –
PFA
600
Pettinga Financial Advisors
Indiana
$4.74M -$2.94M -16,200 -38%
22 23
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