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Invesco S&P 500 Equal Weight ETF
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Overview Fund Activity

1,908 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 166 funds opening new positions, 746 increasing their positions, 731 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
–
Holders Change %
0%
% 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
166
Increased
746
Reduced
731
Closed
124
Calls
$898M
Puts
$1.62B
Net Calls
-$725M
Net Calls Change
+$828M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.93B
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.24B
3
NPCM
North Peak Capital Management
New York
$250M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.48B
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$368M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.3M
3
Jane Street
Jane Street
New York
$14.7M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$0
5
Truist Financial
Truist Financial
North Carolina
$599M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
201
Money Concepts Capital
Florida
$24M -$3.88M -21,371 -14%
OIA
202
OneDigital Investment Advisors
Kansas
$23.9M -$949K -5,223 -4%
TAM
203
Titleist Asset Management
Texas
$23.9M +$2.84M +15,649 +14%
NAM
204
NTV Asset Management
West Virginia
$23.8M -$793K -4,366 -3%
RA
205
Riversedge Advisors
Delaware
$23.7M -$979K -5,387 -4%
Lido Advisors
206
Lido Advisors
California
$23.7M +$4.51M +24,805 +24%
BP
207
BBR Partners
New York
$23.6M +$55.1K +303 +0.2%
GC
208
Grimes & Company
Massachusetts
$23.4M +$2.25M +12,375 +11%
SC
209
Stephenson & Company
California
$23.2M +$804K +4,425 +4%
CHJWM
210
Carlton Hofferkamp & Jenks Wealth Management
Texas
$23.2M +$190K +1,024 +0.8%
FW
211
Fairway Wealth
Ohio
$23.1M +$8.39M +46,152 +57%
CCM
212
Consolidated Capital Management
California
$22.7M +$1.36M +7,457 +6%
MNA
213
Manning & Napier Advisors
New York
$22.7M -$10.5M -57,925 -32%
TPW
214
Tiller Private Wealth
Pennsylvania
$22.7M +$570K +3,136 +3%
PFM
215
Patton Fund Management
Texas
$22.4M +$22.4M +123,503 New
M
216
MATAURO
New York
$22.3M -$7.56M -41,593 -25%
SIM
217
Stratos Investment Management
Ohio
$22.2M -$1.54M -8,497 -6%
SCM
218
Sollinda Capital Management
Florida
$22.2M -$27.3M -150,063 -55%
CWM
219
Compass Wealth Management
Connecticut
$22.1M +$579K +3,184 +3%
VCM
220
Virtue Capital Management
Tennessee
$22M -$8.13M -44,728 -27%
DCM
221
Dimension Capital Management
Florida
$22M +$109K +602 +0.5%
SI
222
Schusterman Interests
Oklahoma
$21.8M +$21.8M +120,000 New
ASN
223
Advisory Services Network
Georgia
$21.4M -$2.58M -14,026 -11%
ET
224
Equitable Trust
Tennessee
$21.3M -$357K -1,966 -2%
GWM
225
Geneos Wealth Management
Colorado
$21.2M -$18.8M -103,609 -47%
7 8
9
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