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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 %
AWM
1001
Aprio Wealth Management
Georgia
$1.37M +$5.2K +30 +0.4%
NWWA
1002
New Wave Wealth Advisors
Arkansas
$1.37M -$354K -2,046 -21%
ATI
1003
ARK & TLK Investments
Oklahoma
$1.35M -$16.1K -93 -1%
PSCM
1004
Per Stirling Capital Management
Texas
$1.35M -$866 -5 -0.1%
RFN
1005
RDA Financial Network
Iowa
$1.35M +$163K +940 +14%
JIC
1006
Joel Isaacson & Co
New York
$1.35M +$1.35M +7,783 New
PG
1007
Patten Group
Tennessee
$1.34M -$71.2K -411 -5%
BCV
1008
Banque Cantonale Vaudoise
Switzerland
$1.34M +$1.34M +7,711 New
LRWM
1009
Lord & Richards Wealth Management
Colorado
$1.33M +$736K +4,246 +123%
YP
1010
YANKCOM Partnership
South Dakota
$1.33M – – –
ACM
1011
Ardent Capital Management
Ohio
$1.33M -$17.3K -100 -1%
AWP
1012
Axis Wealth Partners
Rhode Island
$1.33M +$182K +1,052 +16%
TC
1013
TownSquare Capital
Utah
$1.32M -$70K -404 -5%
PWA
1014
PCG Wealth Advisors
Kansas
$1.32M +$101K +584 +8%
ETC
1015
Exchange Traded Concepts
Oklahoma
$1.32M +$369K +2,128 +39%
OPAM
1016
Ocean Park Asset Management
California
$1.32M +$395K +2,280 +43%
KWM
1017
Keebeck Wealth Management
Illinois
$1.31M – – –
HFM
1018
Hartford Financial Management
Connecticut
$1.31M -$15.2K -88 -1%
SAG
1019
SageView Advisory Group
California
$1.31M +$24.4K +141 +2%
RPC
1020
Rossmore Private Capital
Connecticut
$1.3M – – –
RFC
1021
Regions Financial Corp
Alabama
$1.3M -$21K -121 -2%
CMANY
1022
Capital Management Associates (New York)
New York
$1.3M – – –
DI
1023
Diligent Investors
California
$1.3M -$10.2K -59 -0.8%
MWA
1024
MN Wealth Advisors
Kansas
$1.3M -$124K -716 -9%
SIC
1025
Samalin Investment Counsel
New York
$1.3M +$11.6K +67 +0.9%
39 40
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