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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$497K +$10K +131 +2%
BW
52
BIP Wealth
Georgia
$469K +$457K +5,974 New
MML Investors Services
53
MML Investors Services
Massachusetts
$414K +$54.7K +715 +16%
RIA
54
Regal Investment Advisors
Michigan
$394K
OCPWS
55
One Charles Private Wealth Services
Massachusetts
$374K
HAP
56
Harbor Asset Planning
Massachusetts
$372K -$35.4K -463 -9%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$337K -$649K -8,476 -66%
AOWM
58
Asset One Wealth Management
Washington
$332K +$324K +4,235 New
CA
59
Clearstead Advisors
Ohio
$329K -$80.7K -1,055 -20%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$321K -$38.5K -503 -11%
MOS
61
MGO One Seven
Ohio
$320K -$102K -1,327 -25%
IAS
62
IMA Advisory Services
Colorado
$313K
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$298K -$36.4K -476 -11%
MP
64
McDonald Partners
Ohio
$281K
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$256K +$459 +6 +0.2%
PTC
66
Private Trust Company
Ohio
$245K
ML
67
McAdam LLC
Pennsylvania
$213K
HWA
68
HHM Wealth Advisors
Tennessee
$200K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$199K +$58.1K +760 +43%
William Blair & Company
70
William Blair & Company
Illinois
$173K -$11.5K -150 -6%
WA
71
Waverly Advisors
Alabama
$128K +$124K +1,625 New
ACA
72
Aptus Capital Advisors
Alabama
$94.2K
AF
73
Allworth Financial
California
$91.7K
SPIA
74
Steward Partners Investment Advisory
New York
$91.3K +$89K +1,163 New
AC
75
AlphaCore Capital
California
$86.2K