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Invesco S&P 500 Equal Weight ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SLT
1201
St Louis Trust
Missouri
$827K -$3.4M -19,620 -80%
PPW
1202
Pasadena Private Wealth
California
$825K +$825K +4,765 New
SB
1203
Strategic Blueprint
Georgia
$825K -$302K -1,741 -27%
RCM
1204
Radnor Capital Management
Pennsylvania
$823K +$109K +630 +15%
EFG
1205
Ehrlich Financial Group
California
$819K -$32K -185 -4%
MCP
1206
Mirador Capital Partners
California
$817K +$15.8K +91 +2%
WA
1207
Wealth Architects
California
$814K +$54.2K +313 +7%
OBWG
1208
Onyx Bridge Wealth Group
New York
$813K +$88.7K +512 +12%
HAM
1209
Harmony Asset Management
Arizona
$804K -$19.1K -110 -2%
DCM
1210
Dudley Capital Management
Virginia
$804K +$270K +1,558 +51%
FTUS
1211
Flow Traders U.S.
New York
$804K +$804K +4,644 New
EWM
1212
Elmwood Wealth Management
California
$800K +$1.04K +6 +0.1%
DBRC
1213
D.B. Root & Company
Pennsylvania
$799K +$212K +1,226 +36%
CPA
1214
Cathy Pareto & Associates
Florida
$794K +$4.33K +25 +0.5%
BI
1215
Bolthouse Investments
California
$792K -$7.28K -42 -0.9%
AL
1216
ACAS LLC
California
$792K +$8.95K +53 +1%
RWA
1217
Rooted Wealth Advisors
Illinois
$787K -$1.42K -9 -0.2%
AAS
1218
Annex Advisory Services
Wisconsin
$784K
JAG
1219
Journey Advisory Group
Kentucky
$782K -$132K -760 -14%
KCFA
1220
Key Client Fiduciary Advisors
New Jersey
$781K +$3.29K +19 +0.4%
MIA
1221
MMBG Investment Advisors
Florida
$780K +$780K +4,505 New
MWM
1222
Massachusetts Wealth Management
Massachusetts
$780K +$166K +960 +27%
AAM
1223
Alphadyne Asset Management
New York
$780K
MW
1224
Maia Wealth
Colorado
$779K +$779K +4,749 New
BA
1225
Bluesphere Advisors
Pennsylvania
$779K