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Invesco ESG S&P 500 Equal Weight ETF

33 hedge funds and large institutions have $30.1M invested in Invesco ESG S&P 500 Equal Weight ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

57% more capital invested

Capital invested by funds: $19.1M → $30.1M (+$11M)

14% more funds holding

Funds holding: 2933 (+4)

12.39% more ownership

Funds ownership: 53.36%65.75% (+12%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
1
Eastern Bank
Massachusetts
$11.3M +$11.8M +384,098 New
SA
2
Stewardship Advisors
Pennsylvania
$5.9M -$469K -15,294 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.88M +$65.6K +2,140 +3%
MCIA
4
Mountain Capital Investment Advisors
Colorado
$1.57M -$274K -8,939 -15%
Invesco
5
Invesco
Georgia
$1.31M +$29.4K +961 +2%
Bank of America
6
Bank of America
North Carolina
$780K +$53.1K +1,732 +7%
Goldman Sachs
7
Goldman Sachs
New York
$687K +$715K +23,345 New
SC
8
Sepio Capital
Utah
$651K +$413K +13,470 +156%
HCA
9
Heck Capital Advisors
Wisconsin
$560K -$19K -620 -3%
TRCT
10
Tower Research Capital (TRC)
New York
$497K +$30.4K +992 +6%
Betterment LLC
11
Betterment LLC
New York
$465K +$8.95K +292 +2%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$463K -$797 -26 -0.2%
AFG
13
Allegheny Financial Group
Pennsylvania
$446K +$398 +13 +0.1%
ASN
14
Advisory Services Network
Georgia
$444K +$463K +15,093 New
BDFN
15
Bond & Devick Financial Network
Minnesota
$417K +$57.8K +1,887 +15%
AO
16
Advisor OS
Illinois
$404K +$1.69K +55 +0.4%
MA
17
MJP Associates
Connecticut
$404K +$1.69K +55 +0.4%
Osaic Holdings
18
Osaic Holdings
Arizona
$357K +$40.9K +1,335 +12%
GC
19
Grimes & Company
Massachusetts
$303K +$2.39K +78 +0.8%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$294K
BHIA
21
Birch Hill Investment Advisors
Massachusetts
$273K +$12.3K +400 +5%
KWM
22
Kingsview Wealth Management
Oregon
$244K +$9.19K +300 +4%
CFSG
23
Community Financial Services Group
Vermont
$182K +$188K +6,138 New
William Blair & Company
24
William Blair & Company
Illinois
$77.6K
RDFA
25
Ritter Daniher Financial Advisory
Ohio
$56.3K +$58.6K +1,913 New