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Invesco S&P 500 Equal Weight ETF

1,910 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, 748 increasing their positions, 730 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,910
Holders Change
+3
Holders Change %
+0.16%
% of All Funds
25.6%
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
748
Reduced
730
Closed
124
Calls
$898M
Puts
$1.62B
Net Calls
-$725M
Net Calls Change
+$828M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
851
Pinnacle Wealth Planning Services
Ohio
$2.19M +$159K +874 +8%
MFIM
852
Mesirow Financial Investment Management
Illinois
$2.19M +$369K +2,033 +20%
BCM
853
BTC Capital Management
Iowa
$2.18M
FA
854
Fiduciary Alliance
South Carolina
$2.18M -$391K -2,153 -15%
WB
855
WesBanco Bank
West Virginia
$2.17M
CPRC
856
Consolidated Portfolio Review Corp
New York
$2.16M +$435K +2,396 +25%
TIAA Trust, National Association
857
TIAA Trust, National Association
North Carolina
$2.16M +$84.1K +463 +4%
GKWIM
858
Gerber Kawasaki Wealth & Investment Management
California
$2.14M +$67.4K +371 +3%
DW
859
Dodds Wealth
Colorado
$2.14M
BWM
860
BKM Wealth Management
Wisconsin
$2.13M -$30.5K -168 -1%
TA
861
TrueWealth Advisors
Alabama
$2.13M -$160K -881 -7%
BIA
862
Bigelow Investment Advisors
Maine
$2.12M +$416K +2,290 +24%
KW
863
KWB Wealth
California
$2.09M -$184K -1,064 -8%
LWM
864
Lionsbridge Wealth Management
Florida
$2.09M -$92K -506 -4%
NWAG
865
Net Worth Advisory Group
Utah
$2.09M +$1.13M +6,196 +117%
AAMC
866
Asset Allocation & Management Company
Illinois
$2.08M
PAG
867
Private Advisory Group
Washington
$2.08M -$19.5M -107,491 -90%
JGC
868
J. Goldman & Co
New York
$2.07M +$2.07M +11,399 New
OWA
869
Outlook Wealth Advisors
Texas
$2.07M -$1.82K -10 -0.1%
AFP
870
Alpha Financial Partners
Kentucky
$2.07M +$779K +4,289 +61%
CAL
871
Capital Analysts LLC
Pennsylvania
$2.07M +$363 +2 +0%
ACI
872
Alpha Cubed Investments
California
$2.06M +$15.6K +86 +0.8%
LP
873
LGL Partners
Pennsylvania
$2.06M +$263K +1,441 +15%
M&T Bank
874
M&T Bank
New York
$2.05M +$789K +4,342 +63%
DAM
875
Deltec Asset Management
New York
$2.04M