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Invesco S&P 500 Equal Weight ETF

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, 749 increasing their positions, 729 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
749
Reduced
729
Closed
124
Calls
$898M
Puts
$1.62B
Net Calls
-$725M
Net Calls Change
+$828M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
1376
Sterling Financial Planning
New Jersey
$568K
LF
1377
Lee Financial
Texas
$565K -$1.82K -10 -0.3%
MC
1378
Mathes Company
New York
$563K
MSWM
1379
McGlone Suttner Wealth Management
Wisconsin
$563K +$909 +5 +0.2%
CRI
1380
Colonial River Investments
Virginia
$563K +$87.7K +472 +18%
DLCIG
1381
D.L. Carlson Investment Group
New Hampshire
$561K -$214K -1,177 -28%
TVM
1382
True Vision MN
Minnesota
$561K +$4.73K +26 +0.8%
BRM
1383
Boston Research & Management
Massachusetts
$561K +$62.8K +346 +13%
EFG
1384
Elios Financial Group
Ohio
$560K -$22.4K -123 -4%
SHFA
1385
Sherrill & Hutchins Financial Advisory
Georgia
$557K
CAI
1386
Capital Advisors Inc
Oklahoma
$556K -$138K -761 -20%
WIM
1387
Westside Investment Management
California
$554K
AB
1388
Atlas Brown
Kentucky
$554K +$108K +592 +24%
TCOV
1389
Trust Company of Vermont
Vermont
$551K +$55.1K +303 +11%
IP
1390
Investment Partners
Ohio
$551K
SMA
1391
Sage Mountain Advisors
Georgia
$550K +$260K +1,430 +90%
CIAS
1392
CFS Investment Advisory Services
New Jersey
$549K
PWA
1393
Peterson Wealth Advisors
Utah
$549K +$2.18K +12 +0.4%
JWM
1394
Jessup Wealth Management
Ohio
$548K -$92K -506 -14%
HCM
1395
Hengehold Capital Management
Ohio
$547K +$363 +2 +0.1%
UAG
1396
United Advisor Group
Ohio
$545K +$271K +1,490 +99%
BCM
1397
Birmingham Capital Management
Alabama
$545K
SIA
1398
Strategic Investment Advisors
Michigan
$545K -$20K -110 -4%
JEST
1399
JTC Employer Solutions Trustee
Jersey
$545K
MA
1400
MKT Advisors
California
$544K -$61.4K -334 -10%