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Invesco S&P 500 Equal Weight ETF

1,908 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 166 funds opening new positions, 746 increasing their positions, 731 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
Holders Change %
0%
% of All Funds
25.59%
Holding in Top 10
262
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-6.76%
% of All Funds
3.51%
New
166
Increased
746
Reduced
731
Closed
124
Calls
$898M
Puts
$1.62B
Net Calls
-$725M
Net Calls Change
+$828M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
101
Exencial Wealth Advisors
Oklahoma
$53.5M +$10.3M +56,717 +24%
BB
102
Bell Bank
North Dakota
$52M +$52M +286,004 New
WBG
103
Wharton Business Group
Pennsylvania
$52M +$479K +2,635 +0.9%
BCM
104
Brookstone Capital Management
Illinois
$50.1M +$9.57M +52,653 +24%
HCP
105
Holt Capital Partners
Texas
$49.8M -$15.4M -84,605 -24%
HWAM
106
Hennion & Walsh Asset Management
New Jersey
$48.5M +$935K +5,146 +2%
CIAS
107
CBIZ Investment Advisory Services
Ohio
$48.4M -$22.2K -122 -0%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$47.4M +$2.84M +15,643 +6%
AI
109
Arvest Investments
Arkansas
$46.7M +$2.07M +11,368 +5%
ML
110
McAdam LLC
Pennsylvania
$46.4M -$1.84M -10,131 -4%
ACGA
111
Atlanta Consulting Group Advisors
Georgia
$46.3M +$182 +1 +0%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$46M +$213K +1,174 +0.5%
BMM
113
Berkshire Money Management
Massachusetts
$45.1M -$10.9M -59,889 -19%
AAS
114
Avantax Advisory Services
Texas
$44.5M +$906K +4,987 +2%
RRWA
115
Rainey & Randall Wealth Advisors
Florida
$44.4M +$22.7M +125,097 +105%
AWM
116
Activest Wealth Management
Florida
$44.3M -$66.9K -368 -0.2%
SPIA
117
Steward Partners Investment Advisory
New York
$43M -$1.93M -10,610 -4%
JSAM
118
J. Safra Asset Management
New York
$42.8M +$516K +2,852 +1%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$42.6M +$8.42M +46,546 +25%
ODIJL
120
One Day In July LLC
Vermont
$42.1M +$11.1M +60,907 +36%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.7M +$17.3M +95,271 +71%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$41.5M -$2.41M -13,244 -5%
GG
123
Greenwood Gearhart
Arkansas
$41.4M +$3.38M +18,571 +9%
JFG
124
Jefferies Financial Group
New York
$40.8M +$13.9M +76,534 +52%
SC
125
Sapient Capital
Indiana
$40.5M -$2.56M -14,091 -6%