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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 %
BFG
51
Berger Financial Group
Minnesota
$509K 6,688 – –
GWM
52
Geneos Wealth Management
Colorado
$507K 6,658 -6,448 -49%
SB
53
Strategic Blueprint
Georgia
$499K 6,557 -3,400 -34%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$471K 6,184 +731 +13%
Citadel Advisors
55
Citadel Advisors
Florida
$450K 5,912 +5,912 New
SCM
56
Sebold Capital Management
Illinois
$447K 5,873 +4 +0.1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$431K 5,657 -1,173 -17%
CA
58
Clearstead Advisors
Ohio
$417K 5,473 -65 -1%
MOS
59
MGO One Seven
Ohio
$412K 5,408 -69 -1%
HAP
60
Harbor Asset Planning
Massachusetts
$394K 5,176 +5,176 New
RIA
61
Regal Investment Advisors
Michigan
$382K 5,025 – –
MML Investors Services
62
MML Investors Services
Massachusetts
$378K 4,965 +74 +2%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$329K 4,317 -562 -12%
OCPWS
64
One Charles Private Wealth Services
Massachusetts
$327K 4,290 -57 -1%
IAS
65
IMA Advisory Services
Colorado
$303K 3,985 – –
Ameriprise
66
Ameriprise
Minnesota
$278K 3,650 +49 +1%
MP
67
McDonald Partners
Ohio
$272K 3,575 – –
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$268K 3,515 -151 -4%
PTC
69
Private Trust Company
Ohio
$251K 3,293 -3,554 -52%
IWC
70
Integrated Wealth Concepts
Massachusetts
$244K 3,207 +12 +0.4%
ML
71
McAdam LLC
Pennsylvania
$207K 2,718 +2,718 New
HWA
72
HHM Wealth Advisors
Tennessee
$182K 2,395 +250 +12%
William Blair & Company
73
William Blair & Company
Illinois
$179K 2,350 – –
PC
74
Promus Capital
Illinois
$154K 2,028 – –
PS
75
Principal Securities
Iowa
$144K 1,889 -452 -19%
1 2
3
4 5