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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 %
TGAM
1976
TBH Global Asset Management
Tennessee
-$358K -2,041 Closed
HIP
1977
Harrell Investment Partners
Texas
-$332K -1,897 Closed
PRS
1978
Pinkerton Retirement Specialists
Idaho
-$303K -1,731 Closed
KJHP
1979
K.J. Harrison & Partners
Ontario, Canada
-$300K -1,715 Closed
Chevy Chase Trust
1980
Chevy Chase Trust
Maryland
-$299K -1,707 Closed
JWM
1981
JPL Wealth Management
Colorado
-$298K -1,698 Closed
FPGK
1982
Financial Partners Group (Kansas)
Kansas
-$294K -1,675 Closed
SWMG
1983
Sanchez Wealth Management Group
Florida
-$283K -1,613 Closed
JWM
1984
JFG Wealth Management
Colorado
-$264K -1,508 Closed
LCWP
1985
Legacy Capital Wealth Partners
Arkansas
-$258K -1,475 Closed
FAM
1986
Formidable Asset Management
Ohio
-$246K -1,404 Closed
PA
1987
Promethium Advisors
Maryland
-$243K -1,384 Closed
GLA
1988
Great Lakes Advisors
Illinois
-$240K -1,369 Closed
IFA
1989
Index Fund Advisors
California
-$226K -1,290 Closed
MBI
1990
May Barnhard Investments
Maryland
-$225K -1,284 Closed
AFAS
1991
Acorn Financial Advisory Services
Virginia
-$223K -1,272 Closed
OCM
1992
Objective Capital Management
Ohio
-$219K -1,249 Closed
UW
1993
Unique Wealth
Florida
-$205K -1,171 Closed
TA
1994
Townsend & Associates
Colorado
-$211K -1,157 Closed
SFS
1995
Symphony Financial Services
Ohio
-$202K -1,151 Closed
GPA
1996
Guidance Point Advisors
Massachusetts
-$202K -1,150 Closed
EW
1997
Element Wealth
Mississippi
-$199K -1,137 Closed
PA
1998
PSI Advisors
Florida
-$172K -981 Closed
LFA
1999
Legend Financial Advisors
Pennsylvania
-$163K -930 Closed
LDB
2000
Lee, Danner & Bass
Tennessee
-$116K -662 Closed