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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
MDCM
1776
Morgan Dempsey Capital Management
Wisconsin
$184K
CSPIA
1777
Cary Street Partners Investment Advisory
Virginia
$177K
CFO
1778
CVA Family Office
Colorado
$170K
OC
1779
Oakworth Capital
Alabama
$168K
FFWM
1780
Future Financial Wealth Management
Ohio
$167K
WWM
1781
Wagner Wealth Management
South Carolina
$167K
MTIC
1782
Missouri Trust & Investment Company
Missouri
$166K
TC
1783
Trust Company
Kansas
$159K
FLP
1784
Financial Life Planners
Arizona
$156K
HFS
1785
Hantz Financial Services
Michigan
$155K
YDMI
1786
Y.D. More Investments
Israel
$152K
GI
1787
GS Investments
Minnesota
$152K
NEWAS
1788
N.E.W. Advisory Services
Wisconsin
$151K
RTL
1789
Red Tortoise LLC
Georgia
$144K
TLA
1790
Tanglewood Legacy Advisors
Texas
$138K
DI
1791
DAGCO Inc
Ohio
$137K
TCM
1792
Triumph Capital Management
Colorado
$134K
FCAS
1793
First Command Advisory Services
Texas
$130K
PPA
1794
Painted Porch Advisors
California
$128K
MAS
1795
MPWM Advisory Solutions
Georgia
$126K
SIS
1796
Sound Income Strategies
Florida
$124K
FC
1797
Fairscale Capital
New Hampshire
$124K
KFI
1798
Key Financial Inc
Pennsylvania
$123K
CCMI
1799
Creative Capital Management Investments
California
$121K
KWM
1800
Kiker Wealth Management
Georgia
$121K