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Invesco S&P 500 Equal Weight ETF

1,908 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, 897 increasing their positions, 612 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
+20
Holders Change %
+1.06%
% of All Funds
25.92%
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
897
Reduced
612
Closed
108
Calls
$1.59B
Puts
$3.14B
Net Calls
-$1.55B
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
1851
NWK Group
California
$21.3K
IHWM
1852
Iron Horse Wealth Management
Iowa
$18.2K +$2.95K +17 +19%
Q1WB
1853
Quest 10 Wealth Builders
Virginia
$18.1K +$12.1K +70 +200%
LWANC
1854
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.8K +$1.56K +9 +10%
RTL
1855
Red Tortoise LLC
Georgia
$17.7K -$90.6K -523 -84%
BAM
1856
Byrne Asset Management
New Jersey
$17.7K
SC
1857
Solstein Capital
California
$17.5K -$6.06K -35 -26%
GWM
1858
Graybill Wealth Management
Illinois
$17.3K +$17.3K +100 New
HWM
1859
Hemington Wealth Management
Virginia
$17K -$14.3K -84 -46%
RDFA
1860
Ritter Daniher Financial Advisory
Ohio
$16.9K
LFA
1861
LGT Financial Advisors
Texas
$16.3K +$16.3K +94 New
CFFP
1862
Center for Financial Planning
Michigan
$15.4K +$15.4K +89 New
HHGA
1863
Halbert Hargrove Global Advisors
California
$15.1K +$15.1K +87 New
NRG
1864
Nemes Rush Group
Michigan
$14.5K
RFS
1865
Richardson Financial Services
Massachusetts
$14.4K
AW
1866
Avion Wealth
Texas
$14K
UBP
1867
Union Bancaire Privee
Switzerland
$12.2K +$12.2K +92 New
SAS
1868
Spurstone Advisory Services
Connecticut
$12.1K +$12.1K +70 New
PCFFS
1869
Pacific Center for Financial Services
California
$11.8K -$1.92K -11 -14%
NMG
1870
New Millennium Group
Utah
$11.8K -$23K -133 -66%
SIM
1871
Synergy Investment Management
Florida
$11.3K
WOC
1872
West Oak Capital
California
$11.3K -$1.5K -865 -12%
HCM
1873
Horrell Capital Management
Arkansas
$10.9K
HC
1874
Hurley Capital
New York
$10.1K
SIC
1875
SJS Investment Consulting
Ohio
$9.7K -$15.2K -88 -61%