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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$456K +$4.68K +62 +1%
BW
52
BIP Wealth
Georgia
$421K -$5.74K -76 -1%
CI
53
CX Institutional
Indiana
$404K +$425K +5,634 +23,475%
MML Investors Services
54
MML Investors Services
Massachusetts
$376K -$529 -7 -0.1%
RIA
55
Regal Investment Advisors
Michigan
$359K
HAP
56
Harbor Asset Planning
Massachusetts
$340K +$1.96K +26 +0.5%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$338K +$166K +2,196 +87%
OCPWS
58
One Charles Private Wealth Services
Massachusetts
$337K -$3.32K -44 -0.9%
AOWM
59
Asset One Wealth Management
Washington
$326K
IAS
60
IMA Advisory Services
Colorado
$284K
MOS
61
MGO One Seven
Ohio
$266K -$26.9K -356 -9%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$242K -$30.4K -403 -11%
PTC
63
Private Trust Company
Ohio
$223K
William Blair & Company
64
William Blair & Company
Illinois
$157K
HNB
65
Huntington National Bank
Ohio
$133K
HWA
66
HHM Wealth Advisors
Tennessee
$129K -$56.4K -747 -29%
WA
67
Waverly Advisors
Alabama
$116K
ACA
68
Aptus Capital Advisors
Alabama
$85.7K
AF
69
Allworth Financial
California
$83.4K
SPIA
70
Steward Partners Investment Advisory
New York
$83K
AWM
71
AE Wealth Management
Kansas
$78.6K +$25K +331 +43%
AC
72
AlphaCore Capital
California
$57K -$22.7K -300 -27%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$56.5K -$1.44M -19,030 -96%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$50.5K +$76 +1 +0.1%
CA
75
Clearstead Advisors
Ohio
$48.4K -$265K -3,512 -84%