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Invesco S&P 500 Equal Weight Financials ETF
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Overview Fund Activity

104 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Ballast Inc
Kentucky
$6.12M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.96M
3
UBS Group
3
UBS Group
Switzerland
$8.01M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$1.34M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$601K

Top Sellers

1
FWM
1
ForthRight Wealth Management
Georgia
$0
2
SI
2
Shaker Investments
Ohio
$0
3
CI
3
CX Institutional
Indiana
$1K
4
IWM
4
IHT Wealth Management
Illinois
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.4M 254,979 -2,324 -0.9%
NA
2
NewEdge Advisors
Louisiana
$10.8M 142,532 +6,792 +5%
UBS Group
3
UBS Group
Switzerland
$8.01M 105,298 +44,993 +75%
JGCM
4
Joseph Group Capital Management
Ohio
$7.84M 103,052 +425 +0.4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.29M 93,885 +3,570 +4%
LPL Financial
6
LPL Financial
California
$7.01M 92,116 +1,437 +2%
JPLA
7
Joseph P. Lucia & Associates
New York
$6.12M 80,446 -1,074 -1%
BI
8
Ballast Inc
Kentucky
$6.12M 80,446 +80,446 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.96M 82,311 +58,085 +240%
DIP
10
Davis Investment Partners
North Carolina
$5.69M 74,235 -1,683 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.31M 69,733 -2,520 -3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$4.92M 64,600 – –
Morgan Stanley
13
Morgan Stanley
New York
$4.74M 62,298 -910 -1%
FFA
14
Farther Finance Advisors
California
$4.08M 53,623 +2,089 +4%
ACG
15
Allen Capital Group
Nebraska
$4.02M 52,825 -1,433 -3%
YWM
16
Yoder Wealth Management
California
$3.21M 42,176 +2,521 +6%
PCH
17
PGIM Custom Harvest
New Jersey
$3.14M 41,204 +386 +0.9%
Wells Fargo
18
Wells Fargo
California
$3.07M 40,399 -2,019 -5%
AFG
19
Arkansas Financial Group
Arkansas
$2.86M 37,396 -345 -0.9%
Goldman Sachs
20
Goldman Sachs
New York
$1.85M 24,340 +2,039 +9%
PAG
21
Private Advisor Group
New Jersey
$1.82M 23,859 -12,636 -35%
LOIP
22
Live Oak Investment Partners
Texas
$1.68M 22,138 +1,804 +9%
AFP
23
Ausdal Financial Partners
Iowa
$1.66M 21,807 +73 +0.3%
SFP
24
Sandbox Financial Partners
Maryland
$1.62M 21,271 -130 -0.6%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.54M 20,250 +857 +4%
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