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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 %
SGCA
651
Steel Grove Capital Advisors
Tennessee
$3.96M +$284K +1,563 +8%
EM
652
Excalibur Management
Massachusetts
$3.95M -$46.5K -256 -1%
KFA
653
Kelleher Financial Advisors
New York
$3.93M +$607K +3,338 +18%
SOS
654
Silver Oak Securities
Tennessee
$3.93M -$1.38M -7,596 -26%
HCM
655
Howland Capital Management
Massachusetts
$3.92M – – –
MF
656
Meridian Financial
Massachusetts
$3.92M +$139K +763 +4%
GS
657
GWN Securities
Florida
$3.92M -$19.7M -108,366 -83%
AWA
658
Acorn Wealth Advisors
Michigan
$3.91M +$403K +2,216 +11%
PP
659
Patten & Patten
Tennessee
$3.89M +$683K +3,759 +21%
B
660
Bailard
California
$3.89M -$5.84M -32,138 -60%
MWM
661
Maltin Wealth Management
New Jersey
$3.88M +$299K +1,647 +8%
EIC
662
Equity Investment Corp
Georgia
$3.88M +$15.4K +85 +0.4%
CBA
663
Coastal Bridge Advisors
Connecticut
$3.88M +$3.88M +21,323 New
MMH
664
Menora Mivtachim Holdings
Israel
$3.86M +$321K +1,765 +9%
BF
665
BOK Financial
Oklahoma
$3.83M +$74.7K +411 +2%
HH
666
Hilltop Holdings
Texas
$3.8M +$150K +828 +4%
BCM
667
BlueCrest Capital Management
Jersey
$3.8M +$3.8M +20,913 New
TWM
668
Trueblood Wealth Management
Ohio
$3.78M +$515K +2,834 +16%
CPBTD
669
Central Pacific Bank - Trust Division
Hawaii
$3.78M -$377K -2,075 -9%
GVAG
670
Great Valley Advisor Group
Delaware
$3.77M -$13.3M -72,990 -78%
WC
671
Weil Company
California
$3.76M -$2.09M -11,492 -36%
CRC
672
Curi RMB Capital
Illinois
$3.74M +$1.47M +8,103 +65%
CPC
673
Consolidated Planning Corp
Georgia
$3.74M -$62.3K -343 -2%
V
674
ViaWealth
Kansas
$3.73M -$709K -3,902 -16%
SIAP
675
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.7M +$67.8K +373 +2%
25 26
27
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