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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, 20 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$60.5K
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$55.4K
IA
78
IFP Advisors
Florida
$35.4K
AAP
79
Arax Advisory Partners
Colorado
$35.2K
T
80
Tidemark
California
$28.9K
Comerica Bank
81
Comerica Bank
Texas
$21.2K
DFA
82
DHJJ Financial Advisors
Illinois
$21.2K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$19.1K
MWPCG
84
Measured Wealth Private Client Group
New Hampshire
$18.2K
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K
FHA
86
Flagship Harbor Advisors
Massachusetts
$13.2K
SL
87
Salomon & Ludwin
Virginia
$12.1K
CFO
88
CVA Family Office
Colorado
$11.8K
PGAM
89
Princeton Global Asset Management
New Jersey
$10.6K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$9.81K
DF
91
DecisionPoint Financial
Arizona
$9.34K
CFP
92
Comprehensive Financial Planning
Pennsylvania
$8.48K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$8K
IIM
94
IFC & Insurance Marketing
California
$7K
AA
95
Ancora Advisors
Ohio
$6.44K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$3.85K
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$3.53K
RWA
98
Reicon Wealth Advisors
Georgia
$2.75K
CI
99
CX Institutional
Indiana
$2K
SA
100
Scarborough Advisors
Maryland
$785