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Invesco S&P 500 Equal Weight Financials ETF

100 hedge funds and large institutions have $147M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.28% less ownership

Funds ownership: 50.2%47.93% (-2.3%)

3% less funds holding

Funds holding: 103100 (-3)

10% less capital invested

Capital invested by funds: $164M → $147M (-$16.9M)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

46% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
21
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.37M +$1.05M +13,715 +366%
Raymond James Financial
27
Raymond James Financial
Florida
$1.32M -$108K -1,406 -8%
FFWA
28
FRG Family Wealth Advisors
Washington
$1.31M -$52.4K -685 -4%
HI
29
Harbour Investments
Wisconsin
$1.24M -$37.1K -485 -3%
Stifel Financial
30
Stifel Financial
Missouri
$1.23M -$144K -1,883 -11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.17M -$168K -2,199 -13%
KAS
32
Kestra Advisory Services
Texas
$1.16M +$130K +1,699 +13%
SOS
33
Silver Oak Securities
Tennessee
$1.13M -$16.8K -219 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.05M -$826K -10,794 -45%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.04M +$506K +6,616 +100%
DBIA
36
Dumont & Blake Investment Advisors
New Jersey
$963K -$18.8K -246 -2%
PSF
37
Pacific Sun Financial
California
$955K +$3.06K +40 +0.3%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$948K +$16.7K +218 +2%
SC
39
Sykon Capital
New York
$887K +$864K +11,294 New
Lido Advisors
40
Lido Advisors
California
$861K
MCM
41
MAI Capital Management
Ohio
$851K -$9.64K -126 -1%
PFA
42
Perryman Financial Advisory
Texas
$806K +$786K +10,270 New
EW
43
Evoke Wealth
California
$787K +$767K +10,029 New
Creative Planning
44
Creative Planning
Kansas
$723K -$32K -418 -4%
HBT
45
Hills Bank & Trust
Iowa
$685K +$668K +8,729 New
FF
46
Friedenthal Financial
New Jersey
$605K -$30.8K -403 -5%
EAM
47
Empirical Asset Management
Massachusetts
$565K -$7.65K -100 -1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$535K +$30.8K +402 +6%
BFG
49
Berger Financial Group
Minnesota
$525K
GWM
50
Geneos Wealth Management
Colorado
$503K -$17.1K -223 -3%