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Invesco S&P 500 Equal Weight ETF

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
25.59%
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
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1751
Aspire Capital Advisors
Washington
$203K +$203K +1,119 New
BTWM
1752
Brass Tax Wealth Management
Ohio
$202K +$202K +1,114 New
JGUA
1753
John G. Ullman & Associates
New York
$202K +$202K +1,109 New
SFS
1754
Symphony Financial Services
Ohio
$200K +$200K +1,113 New
TSMHT
1755
Thurston Springer Miller Herd & Titak
Indiana
$196K +$32.3K +177 +20%
UIA
1756
Ulland Investment Advisors
Minnesota
$186K
GPFA
1757
Game Plan Financial Advisors
Ohio
$182K +$182K +1,000 New
EC
1758
Elequin Capital
New York
$181K +$181K +997 New
MDCM
1759
Morgan Dempsey Capital Management
Wisconsin
$176K -$15.3K -84 -8%
TCM
1760
TruNorth Capital Management
Michigan
$176K -$23.1K -127 -12%
WTA
1761
Washington Trust Advisors
Massachusetts
$172K
SO
1762
Sierra Ocean
California
$172K +$172K +945 New
LFA
1763
Legend Financial Advisors
Pennsylvania
$168K +$168K +926 New
TC
1764
Trust Company
Kansas
$163K -$860K -4,730 -84%
FFWM
1765
Future Financial Wealth Management
Ohio
$160K
MTIC
1766
Missouri Trust & Investment Company
Missouri
$159K
PPA
1767
Painted Porch Advisors
California
$159K +$59.6K +328 +60%
OC
1768
Oakworth Capital
Alabama
$153K -$46.2K -254 -23%
NEWAS
1769
N.E.W. Advisory Services
Wisconsin
$147K -$24K -132 -14%
GI
1770
GS Investments
Minnesota
$145K
BA
1771
Bristlecone Advisors
Washington
$145K
WWM
1772
Wagner Wealth Management
South Carolina
$140K -$5.09K -28 -4%
PCM
1773
Perritt Capital Management
Illinois
$140K +$364 +2 +0.3%
EWM
1774
EPG Wealth Management
Georgia
$140K -$1.08M -5,971 -89%
PC
1775
Promus Capital
Illinois
$135K +$43.6K +240 +48%