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

105 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, 36 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.41%
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
36
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
FWM
ForthRight Wealth Management
Georgia
$0
2
SI
Shaker Investments
Ohio
$0
3
CI
CX Institutional
Indiana
$1K
4
IWM
IHT Wealth Management
Illinois
$0
5
PAG
Private Advisor Group
New Jersey
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
26
Focus Financial Network
Minnesota
$1.49M -$22.8K -300 -2%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$1.48M +$439K +5,783 +42%
FFWA
28
FRG Family Wealth Advisors
Washington
$1.44M – – –
WAM
29
Walker Asset Management
Missouri
$1.42M +$13.2K +173 +0.9%
Stifel Financial
30
Stifel Financial
Missouri
$1.37M -$274K -3,598 -17%
AWA
31
Arkadios Wealth Advisors
Georgia
$1.34M +$1.34M +17,657 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.33M +$56.6K +743 +4%
Raymond James Financial
33
Raymond James Financial
Florida
$1.29M -$54.7K -719 -4%
HI
34
Harbour Investments
Wisconsin
$1.26M -$6.01K -79 -0.5%
SS
35
Sunbelt Securities
Texas
$1.25M +$9.34K +129 +0.8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$997K -$13.3K -175 -1%
DBIA
37
Dumont & Blake Investment Advisors
New Jersey
$962K -$7.16K -94 -0.7%
PSF
38
Pacific Sun Financial
California
$924K +$3.81K +50 +0.4%
MCM
39
MAI Capital Management
Ohio
$863K +$89.6K +1,177 +12%
Lido Advisors
40
Lido Advisors
California
$849K -$91.6K -1,203 -10%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$800K +$151K +2,003 +23%
Creative Planning
42
Creative Planning
Kansas
$733K +$78.1K +1,026 +12%
KAS
43
Kestra Advisory Services
Texas
$701K +$51.4K +675 +8%
Truist Financial
44
Truist Financial
North Carolina
$656K +$49K +644 +8%
FF
45
Friedenthal Financial
New Jersey
$630K -$9.59K -126 -2%
Two Sigma Investments
46
Two Sigma Investments
New York
$601K +$601K +7,900 New
SOS
47
Silver Oak Securities
Tennessee
$590K +$29K +381 +5%
FIM
48
Freedom Investment Management
Connecticut
$581K -$9.21K -121 -2%
EAM
49
Empirical Asset Management
Massachusetts
$578K -$8.07K -106 -1%
Corient Private Wealth
50
Corient Private Wealth
Florida
$511K – – –
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