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Invesco S&P 500 Equal Weight Financials ETF
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Overview Fund Activity

104 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, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
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
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Ballast Inc
Kentucky
$6.12M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.96M
3
UBS Group
3
UBS Group
Switzerland
$8.01M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$1.34M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$601K

Top Sellers

1
FWM
1
ForthRight Wealth Management
Georgia
$0
2
SI
2
Shaker Investments
Ohio
$0
3
CI
3
CX Institutional
Indiana
$1K
4
IWM
4
IHT Wealth Management
Illinois
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$134K 1,757 +172 +11%
ACA
77
Aptus Capital Advisors
Alabama
$91.3K 1,200 +1,200 New
AF
78
Allworth Financial
California
$88.9K 1,168 – –
AC
79
AlphaCore Capital
California
$87.4K 1,148 +300 +35%
Citigroup
80
Citigroup
New York
$66.3K 871 +871 New
OP
81
ORG Partners
Indiana
$50.2K 654 +3 +0.5%
AWM
82
AE Wealth Management
Kansas
$49.1K 645 +2 +0.3%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$42.2K 555 – –
AAP
84
Arax Advisory Partners
Colorado
$30.4K 400 – –
GIM
85
Glenmede Investment Management
Pennsylvania
$28K 368 +368 New
T
86
Tidemark
California
$27.9K 366 +2 +0.5%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.3K 332 – –
NC
88
North Capital
Utah
$24.4K 320 – –
TPWA
89
Twin Peaks Wealth Advisors
California
$22.7K 297 +297 New
Comerica Bank
90
Comerica Bank
Texas
$20.6K 270 – –
DFA
91
DHJJ Financial Advisors
Illinois
$20.6K 270 – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$18.5K 243 – –
MCA
93
Midwest Capital Advisors
Michigan
$15.2K 200 – –
CPA
94
Cardiff Park Advisors
California
$15.2K 200 – –
CFO
95
CVA Family Office
Colorado
$11.4K 150 – –
AAS
96
Ameritas Advisory Services
Nebraska
$10K 132 +132 New
CFP
97
Comprehensive Financial Planning
Pennsylvania
$8.22K 108 – –
FGC
98
Financial Gravity Companies
Texas
$6.47K 85 +85 New
AA
99
Ancora Advisors
Ohio
$6.24K 82 – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3.73K 49 – –
1 2 3
4
5