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Invesco S&P 500 Equal Weight ETF

1,925 hedge funds and large institutions have $51B invested in Invesco S&P 500 Equal Weight ETF in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 740 increasing their positions, 729 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

2.23% less ownership

Funds ownership: 70.97%68.73% (-2.2%)

4% less funds holding in top 10

Funds holding in top 10: 266255 (-11)

23% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.81B

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
255
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$2.81B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1751
Operose Advisors
Wisconsin
$211K
JGUA
1752
John G. Ullman & Associates
New York
$210K
MPWT
1753
MassMutual Private Wealth & Trust
Connecticut
$210K
MCM
1754
Marathon Capital Management
Maryland
$209K
EIA
1755
Edgemoor Investment Advisors
Maryland
$208K
BB
1756
Busey Bank
Illinois
$207K
HBW
1757
Hazlett, Burt & Watson
West Virginia
$207K
KWA
1758
Kellett Wealth Advisors
Ohio
$207K
RWP
1759
Ridgecrest Wealth Partners
California
$206K
KJHP
1760
K.J. Harrison & Partners
Ontario, Canada
$206K
PFA
1761
Plotkin Financial Advisors
Maryland
$206K
VCP
1762
Vista Capital Partners
Oregon
$205K
RIP
1763
RAM Investment Partners
Washington
$204K
LWL
1764
Leo Wealth LLC
Texas
$204K
MWM
1765
Maridea Wealth Management
New York
$204K
VAM
1766
Virtue Asset Management
Illinois
$202K
MWA
1767
MN Wealth Advisors
Kansas
$201K
GI
1768
Gradient Investments
Minnesota
$201K
PMG
1769
Private Management Group
California
$201K
DG
1770
DMC Group
Alabama
$201K
BT
1771
Banque Transatlantique
France
$201K
SP
1772
Sequent Planning
Nebraska
$200K
UIA
1773
Ulland Investment Advisors
Minnesota
$194K
CIEC
1774
Crédit Industriel et Commercial
France
$186K
EPIM
1775
Evelyn Partners Investment Management
$185K