We are live on ! Find out more
RSP icon

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
EWM
1126
Evermay Wealth Management
Virginia
$1.29M
BRPW
1127
Ballast Rock Private Wealth
South Carolina
$1.29M +$1.28M +6,749 New
QWM
1128
Quadcap Wealth Management
Texas
$1.29M -$148K -779 -10%
CFS
1129
Coordinated Financial Services
Colorado
$1.29M +$106K +560 +9%
LMFP
1130
Larry Mathis Financial Planning
Arizona
$1.29M +$1.28M +6,726 New
MPCA
1131
Madison Park Capital Advisors
Washington
$1.29M -$7.02K -37 -0.5%
CPA
1132
Cardiff Park Advisors
California
$1.28M -$72.9K -384 -5%
SFG
1133
Skyview Financial Group
Florida
$1.28M +$1.27M +6,671 New
Russell Investments Group
1134
Russell Investments Group
United Kingdom
$1.28M -$25.2K -133 -2%
MCA
1135
Magnolia Capital Advisors
Mississippi
$1.28M +$141K +741 +13%
CWM
1136
Cornerstone Wealth Management
Missouri
$1.27M +$82.4K +434 +7%
PSFG
1137
Park Square Financial Group
Georgia
$1.27M -$418K -2,200 -23%
WSCM
1138
Wellington Shields Capital Management
New York
$1.27M -$104K -550 -8%
AC
1139
Avant Capital
Louisiana
$1.26M -$20.1K -106 -2%
SSC
1140
Syverson Strege & Co
Iowa
$1.26M
SWP
1141
Strategic Wealth Partners
Ohio
$1.26M -$321K -1,690 -20%
IA
1142
Insight Advisors
Pennsylvania
$1.26M +$1.14K +6 +0.1%
LWMM
1143
Legacy Wealth Management (Mississippi)
Mississippi
$1.26M +$161K +847 +15%
CRIG
1144
Charter Research & Investment Group
Connecticut
$1.25M +$138K +725 +12%
DCM
1145
Dudley Capital Management
Virginia
$1.25M +$475K +2,500 +62%
BC
1146
Barrett & Company
Rhode Island
$1.25M +$7.78K +41 +0.6%
PIM
1147
Penobscot Investment Management
Massachusetts
$1.25M +$102K +536 +9%
PWA
1148
Provenance Wealth Advisors
Florida
$1.24M
IA
1149
Intellus Advisors
Florida
$1.24M +$77.6K +409 +7%
SHJ
1150
Sharkey, Howes & Javer
Colorado
$1.24M -$98.1K -517 -7%