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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 %
AWP
1501
Astra Wealth Partners
New Jersey
$395K -$48.5K -267 -11%
XF
1502
XML Financial
Maryland
$392K +$9.09K +50 +2%
BWM
1503
BCS Wealth Management
Tennessee
$392K +$392K +2,159 New
BBI
1504
Baxter Bros Inc
Connecticut
$391K +$391K +2,154 New
ABLA
1505
Alan B. Lancz & Associates
Ohio
$389K -$42.7K -235 -10%
SW
1506
Schulz Wealth
Texas
$389K
AAG
1507
Armstrong Advisory Group
Massachusetts
$388K -$10.1M -55,805 -96%
BCCM
1508
Bridge Creek Capital Management
Massachusetts
$387K +$19.3K +106 +5%
OFO
1509
OneAscent Family Office
Alabama
$387K +$387K +2,127 New
CA
1510
Cresta Advisors
Texas
$387K
MCG
1511
McCollum Christoferson Group
New York
$385K
SHIM
1512
Stone House Investment Management
Pennsylvania
$385K -$373K -2,054 -49%
SW
1513
SMART Wealth
Nebraska
$383K +$10.5K +58 +3%
PSF
1514
Pacific Sun Financial
California
$383K
CWP
1515
Cyndeo Wealth Partners
Florida
$382K
BONH
1516
Bank of New Hampshire
New Hampshire
$382K
SCM
1517
Shapiro Capital Management
Georgia
$382K
CAG
1518
Crestwood Advisors Group
Massachusetts
$382K +$45.4K +250 +14%
BHWM
1519
Bar Harbor Wealth Management
New Hampshire
$381K +$98.9K +544 +35%
APW
1520
Axim Planning & Wealth
Ohio
$381K +$32.5K +179 +9%
SOWAS
1521
Silver Oak Wealth Advisors Services
California
$381K
FW
1522
FullCircle Wealth
Texas
$380K
FCB
1523
First County Bank
Connecticut
$380K -$22.2K -122 -6%
HBT
1524
Hills Bank & Trust
Iowa
$379K +$20K +110 +6%
LWM
1525
Lodestone Wealth Management
Washington
$379K +$909 +5 +0.2%