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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$774M
2
JSTA
Japan Science & Technology Agency
Japan
+$657M
3
PF
Phoenix Financial
Israel
+$269M
4
Invesco
Invesco
Georgia
+$207M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$195M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$721M
2
BCL
Bracebridge Capital LLC
Massachusetts
-$250M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$215M
4
GL
Gemsstock Ltd
United Kingdom
-$133M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
876
Dodds Wealth
Colorado
$2.04M -$12K -69 -0.6%
PI
877
PFG Investments
New York
$2.03M +$108K +626 +6%
MFGM
878
Marshall Financial Group (Maryland)
Maryland
$2.03M -$2.87M -16,581 -59%
LGWM
879
Litman Gregory Wealth Management
California
$2.02M +$472K +2,727 +31%
KGP
880
Keystone Global Partners
Colorado
$2.02M +$2.02M +11,635 New
PIMG
881
Patriot Investment Management Group
Tennessee
$2M -$1.04K -6 -0.1%
NWMP
882
Noble Wealth Management PBC
Colorado
$1.99M -$53.5K -309 -3%
TSWM
883
Triangle Securities Wealth Management
North Carolina
$1.99M -$26.7K -154 -1%
AAMC
884
Asset Allocation & Management Company
Illinois
$1.99M – – –
CFO
885
Collective Family Office
Pennsylvania
$1.99M +$1M +5,774 +102%
TIAA Trust, National Association
886
TIAA Trust, National Association
North Carolina
$1.98M -$153K -884 -7%
SA
887
Sincerus Advisory
New York
$1.98M +$421K +2,430 +27%
GKWIM
888
Gerber Kawasaki Wealth & Investment Management
California
$1.97M +$57.5K +332 +3%
OWA
889
Outlook Wealth Advisors
Texas
$1.97M -$7.28K -42 -0.4%
FDW
890
Fourth Dimension Wealth
Ohio
$1.97M +$1.96M +11,323 +21,364%
CAL
891
Capital Analysts LLC
Pennsylvania
$1.97M -$273K -1,578 -12%
YIA
892
YHB Investment Advisors
Connecticut
$1.97M +$294K +1,700 +18%
ACM
893
AlphaStar Capital Management
North Carolina
$1.97M -$41.4K -239 -2%
ACI
894
Alpha Cubed Investments
California
$1.95M -$18.5K -107 -0.9%
DAM
895
Deltec Asset Management
New York
$1.95M +$492K +2,840 +34%
Cohen & Steers
896
Cohen & Steers
New York
$1.94M -$1.56M -9,000 -45%
PWPS
897
Pinnacle Wealth Planning Services
Ohio
$1.94M +$127K +734 +7%
BCP
898
Blue Chip Partners
Michigan
$1.94M -$3.6M -20,801 -65%
BSB
899
Bangor Savings Bank
Maine
$1.93M +$156K +899 +9%
GWA
900
GGM Wealth Advisors
Maryland
$1.91M +$28.2K +168 +1%
34 35
36
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