We are live on ! Find out more
RSPC icon

Invesco S&P 500 Equal Weight Communication Services ETF

38 hedge funds and large institutions have $60M invested in Invesco S&P 500 Equal Weight Communication Services ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $52.7M → $60M (+$7.36M)

10.54% more ownership

Funds ownership: 67.92%78.46% (+11%)

9% more funds holding

Funds holding: 3538 (+3)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$7.11M -$274K -6,992 -4%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.01M -$37.2K -948 -0.5%
NA
3
NewEdge Advisors
Louisiana
$6.61M +$4.82K +123 +0.1%
GC
4
Grimes & Company
Massachusetts
$6.49M -$151K -3,857 -2%
LPL Financial
5
LPL Financial
California
$4.75M +$2.21M +56,264 +89%
GCWM
6
Graham Capital Wealth Management
District of Columbia
$3.6M +$3.54M +90,378 New
Bank of America
7
Bank of America
North Carolina
$3.29M -$79.2K -2,019 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.29M -$168K -4,276 -5%
PFS
9
Paller Financial Services
Colorado
$2.76M +$2.72M +69,305 New
FFA
10
Farther Finance Advisors
California
$2.42M +$27.5K +701 +1%
BCP
11
Blue Chip Partners
Michigan
$2.28M +$2.24M +57,142 New
UBS Group
12
UBS Group
Switzerland
$1.8M +$267K +6,818 +18%
LPT
13
Legacy Private Trust
Wisconsin
$1.31M -$136K -3,464 -10%
YWM
14
Yoder Wealth Management
California
$1.31M -$10.4K -264 -0.8%
WAM
15
Walker Asset Management
Missouri
$889K +$7.37K +188 +0.8%
PCH
16
PGIM Custom Harvest
New Jersey
$862K -$161K -4,118 -16%
PAS
17
Park Avenue Securities
New York
$451K +$28.2K +719 +7%
RCG
18
Ruane, Cunniff & Goldfarb
New York
$439K +$433K +11,029 New
PAG
19
Private Advisor Group
New Jersey
$437K +$430K +10,971 New
SA
20
Sanctuary Advisors
Indiana
$400K -$43.2K -1,101 -10%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$379K +$373K +9,522 New
Two Sigma Investments
22
Two Sigma Investments
New York
$370K +$365K +9,300 New
GVAG
23
Great Valley Advisor Group
Delaware
$338K +$392 +10 +0.1%
HBT
24
Hills Bank & Trust
Iowa
$292K +$288K +7,333 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$275K -$1.96K -50 -0.7%