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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

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 %
ACS
976
Archford Capital Strategies
Illinois
$1.49M -$251K -1,381 -14%
BCP
977
Blue Chip Partners
Michigan
$1.49M -$543K -2,990 -27%
ATC
978
Argent Trust Co
Tennessee
$1.48M -$50.5K -278 -3%
DWM
979
Darwin Wealth Management
Florida
$1.48M -$32.4K -178 -2%
RFC
980
Regions Financial Corp
Alabama
$1.48M +$117K +642 +9%
HWMO
981
Heritage Wealth Management (Ohio)
Ohio
$1.47M +$365K +2,006 +33%
RZH
982
Relyea Zuckerberg Hanson
Connecticut
$1.47M +$842K +4,632 +135%
AIFAIM
983
American Institute for Advanced Investment Management
Arizona
$1.46M +$17.4K +96 +1%
BCV
984
Banque Cantonale Vaudoise
Switzerland
$1.46M +$59.6K +328 +4%
TRIA
985
Trail Ridge Investment Advisors
Colorado
$1.45M -$60.6K -330 -4%
SCA
986
Strathmore Capital Advisors
North Carolina
$1.45M +$1.45M +7,830 New
PG
987
Patten Group
Tennessee
$1.45M +$42.5K +234 +3%
SHFP
988
Second Half Financial Partners
Florida
$1.44M +$230K +1,265 +19%
IBOK
989
Independence Bank of Kentucky
Kentucky
$1.44M -$140K -773 -9%
QWM
990
Quadcap Wealth Management
Texas
$1.44M -$3.45K -19 -0.2%
HCM
991
Hollencrest Capital Management
California
$1.43M +$96.1K +529 +7%
ATI
992
ARK & TLK Investments
Oklahoma
$1.42M +$3.09K +17 +0.2%
GAA
993
Global Assets Advisory
Florida
$1.42M -$2.3M -12,490 -62%
KF
994
K2 Financial
California
$1.41M -$43.1K -237 -3%
AWM
995
Aprio Wealth Management
Georgia
$1.4M -$31.4K -173 -2%
DFG
996
Dupree Financial Group
Kentucky
$1.4M -$43.4K -239 -3%
YP
997
YANKCOM Partnership
South Dakota
$1.4M – – –
MGWM
998
Marks Group Wealth Management
Minnesota
$1.4M -$591K -3,251 -30%
ACM
999
Ardent Capital Management
Ohio
$1.39M – – –
IC
1000
Inscription Capital
Texas
$1.39M +$401K +2,207 +41%
38 39
40
41 42