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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 %
FIM
51
Freedom Investment Management
Connecticut
$563K -$61.9K -853 -10%
EAM
52
Empirical Asset Management
Massachusetts
$559K
SOS
53
Silver Oak Securities
Tennessee
$527K +$527K +7,365 New
SWM
54
SeaCrest Wealth Management
New York
$517K -$17.4K -240 -3%
PTC
55
Private Trust Company
Ohio
$497K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$495K +$942 +13 +0.2%
Corient Private Wealth
57
Corient Private Wealth
Florida
$487K
BFG
58
Berger Financial Group
Minnesota
$485K -$30.3K -418 -6%
SCM
59
Sebold Capital Management
Illinois
$426K +$290 +4 +0.1%
CA
60
Clearstead Advisors
Ohio
$402K -$214K -2,951 -35%
MOS
61
MGO One Seven
Ohio
$397K -$30K -413 -7%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$396K -$1.45K -20 -0.4%
RIA
63
Regal Investment Advisors
Michigan
$364K
MML Investors Services
64
MML Investors Services
Massachusetts
$355K -$8.49K -117 -2%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$354K +$9.43K +130 +3%
OCPWS
66
One Charles Private Wealth Services
Massachusetts
$315K
PI
67
PFG Investments
New York
$300K -$69K -952 -19%
IAS
68
IMA Advisory Services
Colorado
$289K
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$266K -$103K -1,424 -28%
Ameriprise
70
Ameriprise
Minnesota
$261K +$13.6K +187 +5%
MP
71
McDonald Partners
Ohio
$259K -$14.5K -200 -5%
IWC
72
Integrated Wealth Concepts
Massachusetts
$232K +$1.09K +15 +0.5%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$232K -$943 -13 -0.4%
William Blair & Company
74
William Blair & Company
Illinois
$170K
PS
75
Principal Securities
Iowa
$169K