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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 %
WWA
1676
Wisconsin Wealth Advisors
Wisconsin
$247K +$1.27K +7 +0.5%
JSA
1677
Jim Saulnier & Associates
Colorado
$246K +$1.09K +6 +0.4%
RMCM
1678
Reynders McVeigh Capital Management
Massachusetts
$244K – – –
EWM
1679
Elevatus Welath Management
New York
$244K +$244K +1,342 New
SVWAG
1680
Sound View Wealth Advisors Group
Georgia
$242K -$3.82K -21 -2%
CCA
1681
Cobblestone Capital Advisors
New York
$242K +$242K +1,330 New
SAM
1682
S.A. Mason
Michigan
$240K -$4K -22 -2%
FCM
1683
Fogel Capital Management
Florida
$240K – – –
BWP
1684
Balboa Wealth Partners
Arizona
$239K +$239K +1,315 New
CIA
1685
Cascade Investment Advisors
Oregon
$239K – – –
AWA
1686
Archvest Wealth Advisors
California
$238K – – –
KNW
1687
Kesler Norman & Wride
Utah
$238K +$727 +4 +0.3%
BC
1688
Bricktown Capital
Michigan
$238K – – –
HI
1689
Hudock Inc
Pennsylvania
$237K +$909 +5 +0.4%
FIM
1690
Freedom Investment Management
Connecticut
$237K -$1.38M -7,570 -85%
SFA
1691
Spectrum Financial Alliance
Kentucky
$237K +$23.7K +130 +11%
MCI
1692
MRP Capital Investments
Georgia
$236K – – –
CAM
1693
Clark Asset Management
New Hampshire
$235K +$235K +1,293 New
VCP
1694
Verus Capital Partners
Arizona
$234K -$92.1K -507 -28%
BRA
1695
Bender Robert & Associates
California
$232K +$232K +1,274 New
OAM
1696
Occidental Asset Management
California
$231K +$231K +1,273 New
AWA
1697
ARQ Wealth Advisors
Arizona
$231K – – –
AWM
1698
Accurate Wealth Management
Florida
$230K -$9.29K -50 -4%
YDMI
1699
Y.D. More Investments
Israel
$230K +$84.8K +470 +58%
CFS
1700
Compass Financial Services
Iowa
$228K +$6K +33 +3%
66 67
68
69 70