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Invesco S&P 500 Equal Weight Financials ETF

95 hedge funds and large institutions have $119M invested in Invesco S&P 500 Equal Weight Financials ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less capital invested

Capital invested by funds: $147M → $119M (-$27.9M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.67M
2 +$1.28M
3 +$1M
4
Goldman Sachs
Goldman Sachs
New York
+$961K
5
Raymond James Financial
Raymond James Financial
Florida
+$705K

Top Sellers

1 -$8.97M
2 -$4.24M
3 -$1.69M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.44M
5
UBS Group
UBS Group
Switzerland
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
26
Hills Bank & Trust
Iowa
$1.21M
AWA
27
Arkadios Wealth Advisors
Georgia
$1.21M
FFN
28
Focus Financial Network
Minnesota
$1.06M
SOS
29
Silver Oak Securities
Tennessee
$1.02M
Stifel Financial
30
Stifel Financial
Missouri
$1M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$932K
PSF
32
Pacific Sun Financial
California
$917K
Jones Financial Companies
33
Jones Financial Companies
Missouri
$861K
DBIA
34
Dumont & Blake Investment Advisors
New Jersey
$843K
Osaic Holdings
35
Osaic Holdings
Arizona
$825K
Lido Advisors
36
Lido Advisors
California
$823K
FFWA
37
FRG Family Wealth Advisors
Washington
$812K
MCM
38
MAI Capital Management
Ohio
$774K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$753K
PFA
40
Perryman Financial Advisory
Texas
$743K
EW
41
Evoke Wealth
California
$716K
Creative Planning
42
Creative Planning
Kansas
$565K
KAS
43
Kestra Advisory Services
Texas
$565K
FF
44
Friedenthal Financial
New Jersey
$557K
GWM
45
Geneos Wealth Management
Colorado
$544K
EAM
46
Empirical Asset Management
Massachusetts
$514K
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$486K
BFG
48
Berger Financial Group
Minnesota
$477K
Corient Private Wealth
49
Corient Private Wealth
Florida
$472K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$456K