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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$530M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$411M
3
NPCM
North Peak Capital Management
New York
+$250M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$201M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$200M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$455M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$414M
3
Jane Street
Jane Street
New York
-$213M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$206M
5
Truist Financial
Truist Financial
North Carolina
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
1426
Pinnacle Bancorp
Nebraska
$498K +$44K +242 +10%
FBC
1427
Fairfield, Bush & Co
Connecticut
$497K – – –
MCA
1428
MSH Capital Advisors
Arizona
$495K +$30K +165 +6%
AIM
1429
Anchor Investment Management
South Carolina
$494K – – –
PPC
1430
Pennington Partners & Co
Maryland
$487K – – –
SPI
1431
Santori & Peters Inc
Pennsylvania
$485K +$1.09K +6 +0.2%
TWP
1432
Triad Wealth Partners
Kansas
$484K -$18.2K -100 -4%
LWM
1433
Lakeridge Wealth Management
Ohio
$483K +$1.82K +10 +0.4%
GSWM
1434
Golden State Wealth Management
California
$481K -$115K -631 -19%
ACA
1435
Atlas Capital Advisors
Wyoming
$478K -$51.6K -284 -10%
SL
1436
SFM LLC
New Hampshire
$478K +$478K +2,630 New
FWM
1437
Foguth Wealth Management
Michigan
$478K -$48.9K -269 -9%
CAWM
1438
Capital Advisors Wealth Management
Washington
$474K +$48.2K +265 +11%
BFG
1439
Berger Financial Group
Minnesota
$474K -$3.64K -20 -0.8%
RWA
1440
Roberts Wealth Advisors
California
$474K -$3.27K -18 -0.7%
AAMA
1441
Advanced Asset Management Advisors
Ohio
$474K – – –
AWM
1442
Accel Wealth Management
Iowa
$474K -$3.09K -17 -0.6%
W
1443
WorthPointe
California
$472K +$472K +2,596 New
FWM
1444
Forza Wealth Management
Florida
$471K +$471K +2,594 New
WA
1445
WPG Advisers
Maryland
$470K -$363 -2 -0.1%
BHPW
1446
Beverly Hills Private Wealth
California
$466K – – –
FC
1447
Fusion Capital
South Carolina
$466K +$10.2K +56 +2%
TCM
1448
Tran Capital Management
California
$465K – – –
NB
1449
Northwest Bancshares
Pennsylvania
$463K – – –
FFA
1450
Fragasso Financial Advisors
Pennsylvania
$462K -$37.6K -207 -8%
56 57
58
59 60