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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 %
TH
1676
TCTC Holdings
Texas
$236K +$130K +750 +123%
SVWAG
1677
Sound View Wealth Advisors Group
Georgia
$235K +$866 +5 +0.4%
WWA
1678
Wisconsin Wealth Advisors
Wisconsin
$234K
CPA
1679
Clear Point Advisors
New York
$234K -$56.5K -326 -19%
OCM
1680
Orser Capital Management
Texas
$234K +$234K +1,350 New
JSA
1681
Jim Saulnier & Associates
Colorado
$234K +$1.04K +6 +0.4%
FC
1682
Fairscale Capital
New Hampshire
$234K
SAM
1683
S.A. Mason
Michigan
$232K +$58.6K +338 +34%
RMCM
1684
Reynders McVeigh Capital Management
Massachusetts
$232K -$17.1K -99 -7%
AWA
1685
ARQ Wealth Advisors
Arizona
$231K -$2.08K -12 -0.9%
FA
1686
Fermata Advisors
California
$228K +$1.04K +6 +0.5%
FCM
1687
Fogel Capital Management
Florida
$228K
CIA
1688
Cascade Investment Advisors
Oregon
$228K
AWA
1689
Archvest Wealth Advisors
California
$227K
SF
1690
Safeguard Financial
Wisconsin
$227K -$48K -277 -17%
NHC
1691
Nicholas Hoffman & Company
Georgia
$227K
BC
1692
Bricktown Capital
Michigan
$227K
AIM
1693
Alhambra Investment Management
Florida
$226K +$226K +1,306 New
KNW
1694
Kesler Norman & Wride
Utah
$226K -$1.04K -6 -0.5%
NGA
1695
Naples Global Advisors
Florida
$226K +$226K +1,305 New
HI
1696
Hudock Inc
Pennsylvania
$225K +$1.04K +6 +0.5%
MCI
1697
MRP Capital Investments
Georgia
$225K
BOH
1698
Bank of Hawaii
Hawaii
$225K
CPA
1699
Capital Performance Advisors
California
$224K +$19.6K +113 +10%
NG
1700
Novem Group
New York
$224K +$11.8K +68 +6%