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Invesco S&P 500 Equal Weight Financials ETF

104 hedge funds and large institutions have $149M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LOIP
26
Live Oak Investment Partners
Texas
$1.47M +$1.47M +20,334 New
FFN
27
Focus Financial Network
Minnesota
$1.45M -$225K -3,096 -13%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.41M +$363 +5 +0%
FFWA
29
FRG Family Wealth Advisors
Washington
$1.37M -$9.79K -135 -0.7%
WAM
30
Walker Asset Management
Missouri
$1.34M -$10.3K -142 -0.8%
IWM
31
IHT Wealth Management
Illinois
$1.3M +$1.3M +17,947 New
Raymond James Financial
32
Raymond James Financial
Florida
$1.28M -$82.3K -1,135 -6%
SS
33
Sunbelt Securities
Texas
$1.25M -$9.36K -129 -0.7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.21M +$37.4K +515 +3%
HI
35
Harbour Investments
Wisconsin
$1.21M -$19.8K -273 -2%
CI
36
CX Institutional
Indiana
$1.12M +$1.12M +15,391 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$992K +$404K +5,563 +69%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$963K +$64K +882 +7%
GWM
39
Geneos Wealth Management
Colorado
$951K +$438K +6,036 +85%
DBIA
40
Dumont & Blake Investment Advisors
New Jersey
$924K -$2.1K -29 -0.2%
Lido Advisors
41
Lido Advisors
California
$896K -$239K -3,290 -21%
PSF
42
Pacific Sun Financial
California
$877K -$14.9K -205 -2%
CWA
43
Cascade Wealth Advisors
Washington
$835K
MCM
44
MAI Capital Management
Ohio
$737K -$25.6K -353 -3%
SB
45
Strategic Blueprint
Georgia
$722K -$51.9K -715 -7%
Creative Planning
46
Creative Planning
Kansas
$624K -$31.1K -429 -5%
KAS
47
Kestra Advisory Services
Texas
$619K -$29.4K -405 -5%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$615K +$125K +1,747 +26%
FF
49
Friedenthal Financial
New Jersey
$609K -$96.3K -1,328 -14%
Truist Financial
50
Truist Financial
North Carolina
$578K -$13.8K -190 -2%