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Invesco S&P 500 Equal Weight ETF

2,122 hedge funds and large institutions have $55.9B invested in Invesco S&P 500 Equal Weight ETF in 2025 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 888 increasing their positions, 644 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 93

38% more repeat investments, than reductions

Existing positions increased: 888 | Existing positions reduced: 644

10% more funds holding in top 10

Funds holding in top 10: 256281 (+25)

9% more capital invested

Capital invested by funds: $51.2B → $55.9B (+$4.75B)

9% more funds holding

Funds holding: 1,9482,122 (+174)

5.42% more ownership

Funds ownership: 68.98%74.4% (+5.4%)

34% less call options, than puts

Call options by funds: $1.85B | Put options by funds: $2.83B

Holders
2,122
Holders Change
+174
Holders Change %
+8.93%
% of All Funds
25.82%
Holding in Top 10
281
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.77%
% of All Funds
3.42%
New
301
Increased
888
Reduced
644
Closed
93
Calls
$1.85B
Puts
$2.83B
Net Calls
-$972M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
801
Baker Ellis Asset Management
Washington
$3.1M -$283K -1,489 -8%
Bank Julius Baer & Co
802
Bank Julius Baer & Co
Switzerland
$3.1M +$175K +921 +6%
RWIA
803
Roger Wittlin Investment Advisory
California
$3.1M -$1.1M -5,776 -26%
BA
804
Brightwater Advisory
Florida
$3.09M -$38K -200 -1%
BFG
805
Bouchey Financial Group
New York
$3.08M -$24.3K -128 -0.8%
RW
806
REDW Wealth
New Mexico
$3.08M -$650K -3,426 -18%
LWM
807
Lyell Wealth Management
California
$3.07M +$426K +2,242 +16%
Bessemer Group
808
Bessemer Group
New Jersey
$3.07M -$192K -1,010 -6%
MMA
809
Miracle Mile Advisors
California
$3.06M -$34.2K -180 -1%
CCP
810
Cushing Capital Partners
Wisconsin
$3.06M +$284K +1,496 +10%
IP
811
Intellectus Partners
California
$3.04M +$123K +647 +4%
MSFP
812
Mark Sheptoff Financial Planning
Connecticut
$3.03M +$441K +2,325 +17%
HNB
813
Huntington National Bank
Ohio
$3.03M
AWM
814
Aprio Wealth Management
Georgia
$3.03M +$1.51M +7,933 +101%
PFA
815
Perryman Financial Advisory
Texas
$3.01M +$2.99M +15,736 New
GAM
816
GEM Asset Management
Michigan
$3.01M +$24.9K +131 +0.9%
AF
817
Advisornet Financial
Minnesota
$3.01M +$75K +395 +3%
MWM
818
Madrid Wealth Management
New Mexico
$3M +$2.98M +15,684 New
JIC
819
Joel Isaacson & Co
New York
$3M +$326K +1,717 +12%
CV
820
Counterweight Ventures
North Carolina
$2.98M +$48.6K +256 +2%
AR
821
Advisory Research
Illinois
$2.97M +$1.05M +5,540 +56%
AOWM
822
Alpha Omega Wealth Management
Virginia
$2.96M -$2.85K -15 -0.1%
TPBG
823
Turning Point Benefit Group
Maryland
$2.96M +$667K +3,514 +29%
CAL
824
Capital Analysts LLC
Pennsylvania
$2.96M -$853K -4,495 -23%
PWPS
825
Pinnacle Wealth Planning Services
Ohio
$2.95M +$103K +542 +4%