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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
BT
76
Banque Transatlantique
France
$40.8K +$43.2K +572 New
ASN
77
Advisory Services Network
Georgia
$35.7K +$37.8K +500 New
CFD
78
Creative Financial Designs
Indiana
$32.3K +$34.1K +452 New
AAP
79
Arax Advisory Partners
Colorado
$32.1K
IA
80
IFP Advisors
Florida
$26.5K -$6.04K -80 -18%
T
81
Tidemark
California
$26.5K +$151 +2 +0.5%
RWA
82
Reicon Wealth Advisors
Georgia
$24.6K +$23.3K +309 +883%
TPWA
83
Twin Peaks Wealth Advisors
California
$21.2K +$22.4K +297 New
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 +$76 +1 +0.7%
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 +$1.36K +18 +40%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$3.5K
CSB
94
City State Bank
Iowa
$1.07K +$1.13K +15 New
FGAM
95
Financial Gravity Asset Management
Texas
$1.07K +$1.13K +15 New
SA
96
Scarborough Advisors
Maryland
$714
SC
97
Sykon Capital
New York
-$887K -11,294 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$337K -4,293 Closed
MP
99
McDonald Partners
Ohio
-$281K -3,575 Closed
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
-$256K -3,264 Closed