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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EM
676
Excalibur Management
Massachusetts
$3.81M +$481K +2,775 +14%
MWM
677
Maripau Wealth Management
Indiana
$3.81M +$587K +3,390 +18%
CL
678
COWA LLC
Oklahoma
$3.76M +$73K +816 +2%
BMM
679
Buffington Mohr McNeal
Idaho
$3.75M -$1.44M -8,336 -28%
HCM
680
Howland Capital Management
Massachusetts
$3.74M -$1.35M -7,815 -27%
IAS
681
Investment Advisory Services
Texas
$3.73M +$188K +1,083 +5%
GAG
682
GM Advisory Group
New York
$3.69M +$69.6K +402 +2%
JPLA
683
Joseph P. Lucia & Associates
New York
$3.69M +$155K +893 +4%
EIC
684
Equity Investment Corp
Georgia
$3.69M +$477K +2,753 +15%
SAF
685
Smith Anglin Financial
Texas
$3.67M -$372K -2,146 -9%
PSFG
686
Park Square Financial Group
Georgia
$3.66M -$1.06M -6,124 -22%
CGH
687
CMG Global Holdings
Texas
$3.65M +$770K +4,590 +27%
SFWA
688
Summit Financial Wealth Advisors
Louisiana
$3.64M -$13.7K -79 -0.4%
RBC
689
Rye Brook Capital
Connecticut
$3.63M +$60.6K +350 +2%
CPC
690
Consolidated Planning Corp
Georgia
$3.62M +$2.51M +14,468 +224%
AL
691
Aspiriant LLC
California
$3.61M -$79.9K -461 -2%
MF
692
Meridian Financial
Massachusetts
$3.6M +$251K +1,447 +7%
CFG
693
Citizens Financial Group
Rhode Island
$3.59M +$1.29M +7,451 +56%
CF
694
Centaurus Financial
California
$3.59M +$190K +1,095 +6%
BF
695
BOK Financial
Oklahoma
$3.58M -$886K -5,116 -20%
JCM
696
Jacobi Capital Management
Pennsylvania
$3.53M +$58.6K +338 +2%
SYBT
697
Stock Yards Bank & Trust
Kentucky
$3.52M +$92.5K +534 +3%
SGCA
698
Steel Grove Capital Advisors
Tennessee
$3.5M +$268K +1,549 +8%
LC
699
LCNB Corp
Ohio
$3.49M -$4.77M -27,559 -58%
HH
700
Hilltop Holdings
Texas
$3.48M +$36K +208 +1%