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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 %
FFN
26
Focus Financial Network
Minnesota
$1.49M 19,637 -300 -2%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$1.48M 19,444 +5,783 +42%
FFWA
28
FRG Family Wealth Advisors
Washington
$1.44M 18,870 – –
WAM
29
Walker Asset Management
Missouri
$1.42M 18,638 +173 +0.9%
Stifel Financial
30
Stifel Financial
Missouri
$1.37M 18,007 -3,598 -17%
AWA
31
Arkadios Wealth Advisors
Georgia
$1.34M 17,657 +17,657 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.33M 17,458 +743 +4%
Raymond James Financial
33
Raymond James Financial
Florida
$1.29M 16,970 -719 -4%
HI
34
Harbour Investments
Wisconsin
$1.26M 16,597 -79 -0.5%
SS
35
Sunbelt Securities
Texas
$1.25M 17,324 +129 +0.8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$997K 13,099 -175 -1%
DBIA
37
Dumont & Blake Investment Advisors
New Jersey
$962K 12,639 -94 -0.7%
PSF
38
Pacific Sun Financial
California
$924K 12,140 +50 +0.4%
MCM
39
MAI Capital Management
Ohio
$863K 11,340 +1,177 +12%
Lido Advisors
40
Lido Advisors
California
$849K 11,151 -1,203 -10%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$800K 10,599 +2,003 +23%
Creative Planning
42
Creative Planning
Kansas
$733K 9,632 +1,026 +12%
KAS
43
Kestra Advisory Services
Texas
$701K 9,206 +675 +8%
Truist Financial
44
Truist Financial
North Carolina
$656K 8,617 +644 +8%
FF
45
Friedenthal Financial
New Jersey
$630K 8,272 -126 -2%
Two Sigma Investments
46
Two Sigma Investments
New York
$601K 7,900 +7,900 New
SOS
47
Silver Oak Securities
Tennessee
$590K 7,746 +381 +5%
FIM
48
Freedom Investment Management
Connecticut
$581K 7,638 -121 -2%
EAM
49
Empirical Asset Management
Massachusetts
$578K 7,598 -106 -1%
Corient Private Wealth
50
Corient Private Wealth
Florida
$511K 6,716 – –
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