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Invesco S&P 500 Equal Weight Financials ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
51
Berger Financial Group
Minnesota
$509K
GWM
52
Geneos Wealth Management
Colorado
$507K -$491K -6,448 -49%
SB
53
Strategic Blueprint
Georgia
$499K -$259K -3,400 -34%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$471K +$55.6K +731 +13%
Citadel Advisors
55
Citadel Advisors
Florida
$450K +$450K +5,912 New
SCM
56
Sebold Capital Management
Illinois
$447K +$304 +4 +0.1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$431K -$89.4K -1,173 -17%
CA
58
Clearstead Advisors
Ohio
$417K -$4.95K -65 -1%
MOS
59
MGO One Seven
Ohio
$412K -$5.25K -69 -1%
HAP
60
Harbor Asset Planning
Massachusetts
$394K +$394K +5,176 New
RIA
61
Regal Investment Advisors
Michigan
$382K
MML Investors Services
62
MML Investors Services
Massachusetts
$378K +$5.63K +74 +2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$346K +$103K +1,352 +42%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$329K -$42.8K -562 -12%
OCPWS
65
One Charles Private Wealth Services
Massachusetts
$327K -$4.34K -57 -1%
IAS
66
IMA Advisory Services
Colorado
$303K
Ameriprise
67
Ameriprise
Minnesota
$278K +$3.73K +49 +1%
MP
68
McDonald Partners
Ohio
$272K
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$268K -$11.5K -151 -4%
PTC
70
Private Trust Company
Ohio
$251K -$271K -3,554 -52%
IWC
71
Integrated Wealth Concepts
Massachusetts
$244K +$913 +12 +0.4%
ML
72
McAdam LLC
Pennsylvania
$207K +$207K +2,718 New
HWA
73
HHM Wealth Advisors
Tennessee
$182K +$19K +250 +12%
William Blair & Company
74
William Blair & Company
Illinois
$179K
PC
75
Promus Capital
Illinois
$154K