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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 %
SAM
1701
Smithbridge Asset Management
Pennsylvania
$223K +$223K +1,289 New
Vanguard Group
1702
Vanguard Group
Pennsylvania
$223K +$223K +1,286 New
SEP
1703
Southland Equity Partners
Missouri
$222K
SI
1704
Shaker Investments
Ohio
$222K +$222K +1,281 New
GWSG
1705
GPS Wealth Strategies Group
Colorado
$221K +$146K +843 +195%
KWA
1706
Kellett Wealth Advisors
Ohio
$221K
SCA
1707
Sandy Cove Advisors
Massachusetts
$220K +$866 +5 +0.4%
KP
1708
Keel Point
Alabama
$219K -$10.4K -60 -5%
RIP
1709
RAM Investment Partners
Washington
$219K
CF
1710
Clarity Financial
Texas
$217K +$12.8K +74 +6%
LWA
1711
LifeGoal Wealth Advisors
New York
$216K
MJRIC
1712
Mogy Joel R Investment Counsel
California
$215K -$102K -590 -32%
PA
1713
Paragon Advisors
Texas
$214K +$214K +1,236 New
MWM
1714
Mattern Wealth Management
Kansas
$214K
SIG
1715
Sargent Investment Group
Maryland
$213K -$5.2K -30 -2%
SA
1716
Stewardship Advisors
Pennsylvania
$213K -$1.04K -6 -0.5%
SWM
1717
SFG Wealth Management
Maryland
$213K +$213K +1,230 New
SWA
1718
SFMG Wealth Advisors
Texas
$212K -$213K -1,229 -50%
CFS
1719
Compass Financial Services
Iowa
$212K +$1.04K +6 +0.5%
JF
1720
JSF Financial
California
$212K -$215K -1,240 -50%
HGA
1721
Hobbs Group Advisors
South Carolina
$211K +$211K +1,217 New
FAT
1722
First American Trust
California
$210K +$210K +1,215 New
TWA
1723
TCI Wealth Advisors
Arizona
$210K +$173 +1 +0.1%
LA
1724
LPF Advisors
Florida
$210K -$6.76K -39 -3%
PF
1725
Prosperitas Financial
California
$210K -$219K -1,264 -51%