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Invesco S&P 500 Equal Weight Financials ETF

104 hedge funds and large institutions have $149M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.7M 257,303 +5 +0%
NA
2
NewEdge Advisors
Louisiana
$9.85M 135,740 +16,387 +14%
JGCM
3
Joseph Group Capital Management
Ohio
$7.44M 102,627 -161 -0.2%
LPL Financial
4
LPL Financial
California
$6.58M 90,679 -37,579 -29%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.55M 90,315 +87,526 +3,138%
JPLA
6
Joseph P. Lucia & Associates
New York
$5.91M 81,520 +125 +0.2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.24M 72,253 +928 +1%
DIP
8
Davis Investment Partners
North Carolina
$5.15M 75,918 +537 +0.7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$4.69M 64,600 -70 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$4.58M 63,208 -1,142 -2%
UBS Group
11
UBS Group
Switzerland
$4.37M 60,305 +17,413 +41%
ACG
12
Allen Capital Group
Nebraska
$3.94M 54,258 -400 -0.7%
FFA
13
Farther Finance Advisors
California
$3.74M 51,534 +51,534 New
Wells Fargo
14
Wells Fargo
California
$3.08M 42,418 +6,043 +17%
PCH
15
PGIM Custom Harvest
New Jersey
$2.96M 40,818 -13,526 -25%
YWM
16
Yoder Wealth Management
California
$2.88M 39,655 -588 -1%
PAG
17
Private Advisor Group
New Jersey
$2.65M 36,495 -1,687 -4%
AFG
18
Arkansas Financial Group
Arkansas
$2.49M 37,741 +240 +0.6%
FWM
19
ForthRight Wealth Management
Georgia
$2.3M 31,678 -636 -2%
SI
20
Shaker Investments
Ohio
$1.87M 25,835 +25,835 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.76M 24,226 -58,375 -71%
Goldman Sachs
22
Goldman Sachs
New York
$1.62M 22,301
AFP
23
Ausdal Financial Partners
Iowa
$1.58M 21,734 +5,912 +37%
Stifel Financial
24
Stifel Financial
Missouri
$1.57M 21,605 +2,598 +14%
SFP
25
Sandbox Financial Partners
Maryland
$1.55M 21,401 +583 +3%