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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 %
CRWM
1576
Castle Rock Wealth Management
California
$323K +$8.99K +52 +3%
CAG
1577
Crestwood Advisors Group
Massachusetts
$320K -$33.4K -193 -9%
CG
1578
CFO4Life Group
Texas
$320K -$13K -75 -4%
IPW
1579
IronBridge Private Wealth
Texas
$319K
MSG
1580
Main Street Group
Virginia
$318K -$17.8K -103 -5%
MCIA
1581
Mountain Capital Investment Advisors
Colorado
$317K +$317K +1,893 New
LA
1582
Legacy Advisors
Pennsylvania
$317K
HCA
1583
Horan Capital Advisors
Ohio
$317K +$53.7K +310 +20%
LF
1584
Lighthouse Financial
Florida
$317K -$17.3K -100 -5%
FPGT
1585
Financial Partners Group (Tennessee)
Tennessee
$315K +$1.21K +7 +0.4%
SMAM
1586
Sugar Maple Asset Management
Wisconsin
$314K +$57.5K +332 +22%
OAJ
1587
Ogorek Anthony Joseph
New York
$314K +$17.1K +99 +6%
AFC
1588
AFT Forsyth & Company
Florida
$312K +$1.04K +6 +0.3%
BCM
1589
Bayesian Capital Management
New York
$312K +$312K +1,800 New
HSWS
1590
Higgins & Schmidt Wealth Strategies
Colorado
$311K +$520 +3 +0.2%
HFA
1591
High Falls Advisors
New York
$311K +$1.21K +7 +0.4%
VCP
1592
Verus Capital Partners
Arizona
$311K -$31.9K -184 -9%
MWM
1593
MBE Wealth Management
Wisconsin
$310K -$424K -2,446 -58%
JFGIW
1594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$310K +$28.6K +165 +10%
WIA
1595
Westbourne Investment Advisors
Maryland
$309K -$28.9K -167 -9%
PCP
1596
Proficio Capital Partners
Massachusetts
$308K +$308K +1,778 New
CPL
1597
CAP Partners LLC
Tennessee
$307K -$3.12K -18 -1%
PFA
1598
Pure Financial Advisors
California
$305K +$305K +1,761 New
W
1599
WPWealth
Texas
$305K -$12.1K -70 -4%
KMC
1600
Kirr Marbach & Co
Indiana
$303K