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Invesco S&P 500 Equal Weight Financials ETF

95 hedge funds and large institutions have $119M 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

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less capital invested

Capital invested by funds: $147M → $119M (-$27.9M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.67M
2 +$1.28M
3 +$1M
4
Goldman Sachs
Goldman Sachs
New York
+$961K
5
Raymond James Financial
Raymond James Financial
Florida
+$705K

Top Sellers

1 -$8.97M
2 -$4.24M
3 -$1.69M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.44M
5
UBS Group
UBS Group
Switzerland
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BT
76
Banque Transatlantique
France
$40.8K
ASN
77
Advisory Services Network
Georgia
$35.7K
CFD
78
Creative Financial Designs
Indiana
$32.3K
AAP
79
Arax Advisory Partners
Colorado
$32.1K
IA
80
IFP Advisors
Florida
$26.5K
T
81
Tidemark
California
$26.5K
RWA
82
Reicon Wealth Advisors
Georgia
$24.6K
TPWA
83
Twin Peaks Wealth Advisors
California
$21.2K
DFA
84
DHJJ Financial Advisors
Illinois
$19.3K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$17.3K
MWPCG
86
Measured Wealth Private Client Group
New Hampshire
$16.6K
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16K
PGAM
88
Princeton Global Asset Management
New Jersey
$9.68K
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$8.92K
CFP
90
Comprehensive Financial Planning
Pennsylvania
$7.71K
AA
91
Ancora Advisors
Ohio
$5.85K
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$4.5K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$3.5K
FGAM
94
Financial Gravity Asset Management
Texas
$1.07K
CSB
95
City State Bank
Iowa
$1.07K
SA
96
Scarborough Advisors
Maryland
$714
SC
97
Sykon Capital
New York
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
MP
99
McDonald Partners
Ohio
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois