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

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
–

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 Holding Trade Value Shares
Change 		Shares
Change %
PS
76
Principal Securities
Iowa
$144K -$34.4K -452 -19%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$134K +$13.1K +172 +11%
ACA
78
Aptus Capital Advisors
Alabama
$91.3K +$91.3K +1,200 New
AF
79
Allworth Financial
California
$88.9K – – –
AC
80
AlphaCore Capital
California
$87.4K +$22.8K +300 +35%
Citigroup
81
Citigroup
New York
$66.3K +$66.3K +871 New
OP
82
ORG Partners
Indiana
$50.2K +$230 +3 +0.5%
AWM
83
AE Wealth Management
Kansas
$49.1K +$152 +2 +0.3%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$42.2K – – –
AAP
85
Arax Advisory Partners
Colorado
$30.4K – – –
GIM
86
Glenmede Investment Management
Pennsylvania
$28K +$28K +368 New
T
87
Tidemark
California
$27.9K +$152 +2 +0.5%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.3K – – –
NC
89
North Capital
Utah
$24.4K – – –
TPWA
90
Twin Peaks Wealth Advisors
California
$22.7K +$22.7K +297 New
Comerica Bank
91
Comerica Bank
Texas
$20.6K – – –
DFA
92
DHJJ Financial Advisors
Illinois
$20.6K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$18.5K – – –
MCA
94
Midwest Capital Advisors
Michigan
$15.2K – – –
CPA
95
Cardiff Park Advisors
California
$15.2K – – –
CFO
96
CVA Family Office
Colorado
$11.4K – – –
AAS
97
Ameritas Advisory Services
Nebraska
$10K +$10K +132 New
CFP
98
Comprehensive Financial Planning
Pennsylvania
$8.22K – – –
FGC
99
Financial Gravity Companies
Texas
$6.47K +$6.47K +85 New
AA
100
Ancora Advisors
Ohio
$6.24K – – –
1 2 3
4
5