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Invesco S&P 500 Equal Weight Financials ETF

95 hedge funds and large institutions have $121M 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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

1.88% less ownership

Funds ownership: 47.93%46.05% (-1.9%)

5% less funds holding

Funds holding: 10095 (-5)

17% less capital invested

Capital invested by funds: $147M → $121M (-$25.7M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
32
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.21M +$1.28M +17,000 New
HBT
27
Hills Bank & Trust
Iowa
$1.21M +$617K +8,169 +94%
AWA
28
Arkadios Wealth Advisors
Georgia
$1.21M -$58.2K -771 -4%
FFN
29
Focus Financial Network
Minnesota
$1.06M -$223K -2,949 -17%
SOS
30
Silver Oak Securities
Tennessee
$1.02M -$302 -4 -0%
Stifel Financial
31
Stifel Financial
Missouri
$1M -$122K -1,615 -10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$932K +$678K +8,974 +220%
PSF
33
Pacific Sun Financial
California
$917K +$51.3K +680 +6%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$861K +$29.9K +396 +3%
DBIA
35
Dumont & Blake Investment Advisors
New Jersey
$843K -$34.1K -452 -4%
Osaic Holdings
36
Osaic Holdings
Arizona
$825K -$140K -1,860 -14%
Lido Advisors
37
Lido Advisors
California
$823K +$34.1K +452 +4%
FFWA
38
FRG Family Wealth Advisors
Washington
$812K -$399K -5,285 -32%
MCM
39
MAI Capital Management
Ohio
$774K +$529 +7 +0.1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$753K -$333K -4,411 -29%
PFA
41
Perryman Financial Advisory
Texas
$743K +$10.9K +144 +1%
EW
42
Evoke Wealth
California
$716K
Creative Planning
43
Creative Planning
Kansas
$565K -$97.9K -1,296 -14%
KAS
44
Kestra Advisory Services
Texas
$565K -$521K -6,901 -47%
FF
45
Friedenthal Financial
New Jersey
$557K +$7.17K +95 +1%
GWM
46
Geneos Wealth Management
Colorado
$544K +$92K +1,218 +19%
EAM
47
Empirical Asset Management
Massachusetts
$514K
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$486K -$151 -2 -0%
BFG
49
Berger Financial Group
Minnesota
$477K -$680 -9 -0.1%
Corient Private Wealth
50
Corient Private Wealth
Florida
$472K -$464K -6,141 -46%