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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 %
UIA
1751
Ulland Investment Advisors
Minnesota
$178K +$178K +1,025 New
FLP
1752
Financial Life Planners
Arizona
$177K -$44.2K -255 -20%
BL
1753
Balentine LLC
Georgia
$171K
WTA
1754
Washington Trust Advisors
Massachusetts
$164K
NEWAS
1755
N.E.W. Advisory Services
Wisconsin
$163K +$163K +943 New
M
1756
MOTCO
Texas
$160K +$160K +921 New
TSMHT
1757
Thurston Springer Miller Herd & Titak
Indiana
$156K +$27.8K +160 +22%
FFWM
1758
Future Financial Wealth Management
Ohio
$152K
MTIC
1759
Missouri Trust & Investment Company
Missouri
$152K -$70.5K -407 -32%
YDMI
1760
Y.D. More Investments
Israel
$139K +$110K +640 +388%
GI
1761
GS Investments
Minnesota
$139K -$6.58K -38 -5%
WWM
1762
Wagner Wealth Management
South Carolina
$139K +$5.2K +30 +4%
BA
1763
Bristlecone Advisors
Washington
$138K +$107K +615 +338%
VNA
1764
Valley National Advisers
Pennsylvania
$135K +$135K +784 New
PCM
1765
Perritt Capital Management
Illinois
$133K +$54.5K +314 +69%
SI
1766
Sava Infond
Slovenia
$132K +$132K +760 New
PWA
1767
Physician Wealth Advisors
Utah
$126K
OA
1768
Operose Advisors
Wisconsin
$126K
TLA
1769
Tanglewood Legacy Advisors
Texas
$126K
VWM
1770
Vermillion Wealth Management
Minnesota
$126K +$41.2K +238 +49%
DI
1771
DAGCO Inc
Ohio
$125K +$125K +720 New
KWM
1772
Kiker Wealth Management
Georgia
$115K +$61K +352 +112%
FCAS
1773
First Command Advisory Services
Texas
$113K -$37.4K -216 -25%
CCMI
1774
Creative Capital Management Investments
California
$111K +$111K +640 New
CSB
1775
City State Bank
Iowa
$109K