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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 %
VWM
1776
Vermillion Wealth Management
Minnesota
$133K +$546 +3 +0.4%
TLA
1777
Tanglewood Legacy Advisors
Texas
$132K
DI
1778
DAGCO Inc
Ohio
$131K
FC
1779
Fairscale Capital
New Hampshire
$130K -$118K -640 -47%
OA
1780
Operose Advisors
Wisconsin
$121K -$11.6K -64 -9%
FCAS
1781
First Command Advisory Services
Texas
$118K
KFI
1782
Key Financial Inc
Pennsylvania
$118K +$39.1K +215 +50%
KWM
1783
Kiker Wealth Management
Georgia
$116K -$4.54K -25 -4%
CCMI
1784
Creative Capital Management Investments
California
$116K
CSB
1785
City State Bank
Iowa
$114K
CSPIA
1786
Cary Street Partners Investment Advisory
Virginia
$113K +$3.27K +18 +3%
AAP
1787
Arax Advisory Partners
Colorado
$111K +$36.9K +203 +50%
CCM
1788
Cutler Capital Management
Massachusetts
$102K +$102K +560 New
MPW
1789
MASECO Private Wealth
$102K +$102K +559 New
FWA
1790
Flagship Wealth Advisors
Massachusetts
$101K
WWM
1791
Wolff Wiese Magana
California
$98.3K
MAS
1792
MPWM Advisory Solutions
Georgia
$96.1K -$283K -1,557 -75%
AA
1793
Addison Advisors
Vermont
$92.7K
BIM
1794
Breakwater Investment Management
Washington
$91.2K
DWA
1795
Dougherty Wealth Advisers
Minnesota
$90.9K
AT
1796
Avalon Trust
New Mexico
$90.9K +$90.9K +500 New
VCM
1797
Versant Capital Management
Arizona
$89.1K
FCG
1798
Financial Connections Group
California
$87K
LI
1799
LRI Investments
Florida
$86.3K
WA
1800
Whipplewood Advisors
Colorado
$85.6K -$543K -2,988 -86%