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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 %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$3.43K 45 – –
NP
102
NorthRock Partners
Minnesota
$1.52K 20 – –
CI
103
CX Institutional
Indiana
$1K 10 -15,381 -100%
SA
104
Scarborough Advisors
Maryland
$761 10 +10 New
FWM
105
ForthRight Wealth Management
Georgia
– – -31,678 Closed
SI
106
Shaker Investments
Ohio
– – -25,835 Closed
IWM
107
IHT Wealth Management
Illinois
– – -17,947 Closed
CWA
108
Cascade Wealth Advisors
Washington
– – -12,300 Closed
SWM
109
SeaCrest Wealth Management
New York
– – -7,134 Closed
PI
110
PFG Investments
New York
– – -4,141 Closed
SWM
111
Spire Wealth Management
Virginia
– – -450 Closed
CCM
112
Coldstream Capital Management
Washington
– – -375 Closed
SFG
113
Stonebridge Financial Group
Pennsylvania
– – -148 Closed
GWM
114
Guardian Wealth Management
Illinois
– – -108 Closed
1 2 3 4
5