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Invesco ESG S&P 500 Equal Weight ETF

23 hedge funds and large institutions have $13.4M invested in Invesco ESG S&P 500 Equal Weight ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1
Stewardship Advisors
Pennsylvania
$6.05M +$1.1M +42,166 +22%
MCIA
2
Mountain Capital Investment Advisors
Colorado
$1.43M +$266K +10,651 +23%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.13M +$430K +16,544 +62%
Invesco
4
Invesco
Georgia
$1.03M +$53.3K +2,049 +5%
Bank of America
5
Bank of America
North Carolina
$628K +$23.4K +900 +4%
HCA
6
Heck Capital Advisors
Wisconsin
$605K -$46.8K -1,799 -7%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$408K +$3.89K +150 +1%
MA
8
MJP Associates
Connecticut
$317K +$29.7K +1,143 +10%
AO
9
Advisor OS
Illinois
$317K +$29.7K +1,143 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$314K -$33.6K -1,290 -10%
Citadel Advisors
11
Citadel Advisors
Florida
$309K -$525K -20,174 -63%
BDFN
12
Bond & Devick Financial Network
Minnesota
$278K +$278K +10,689 New
BHIA
13
Birch Hill Investment Advisors
Massachusetts
$233K +$233K +8,959 New
TRCT
14
Tower Research Capital (TRC)
New York
$153K -$768K -29,538 -83%
UBS Group
15
UBS Group
Switzerland
$130K +$129K +4,959 +16,530%
William Blair & Company
16
William Blair & Company
Illinois
$62.9K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$21K
ACA
18
Aptus Capital Advisors
Alabama
$8.87K
GWANC
19
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.87K
MIA
20
Milestone Investment Advisors
Wisconsin
$2.26K
MWM
21
MGB Wealth Management
Texas
$1.41K +$1.41K +54 New
Morgan Stanley
22
Morgan Stanley
New York
$43
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26 +$26 +1 New