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Invesco S&P 500 Equal Weight Financials ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.4M -$177K -2,324 -0.9%
NA
2
NewEdge Advisors
Louisiana
$10.8M +$517K +6,792 +5%
UBS Group
3
UBS Group
Switzerland
$8.01M +$3.42M +44,993 +75%
JGCM
4
Joseph Group Capital Management
Ohio
$7.84M +$32.3K +425 +0.4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.29M +$277K +3,570 +4%
LPL Financial
6
LPL Financial
California
$7.01M +$109K +1,437 +2%
JPLA
7
Joseph P. Lucia & Associates
New York
$6.12M -$81.7K -1,074 -1%
BI
8
Ballast Inc
Kentucky
$6.12M +$6.12M +80,446 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.96M +$4.21M +58,085 +240%
DIP
10
Davis Investment Partners
North Carolina
$5.69M -$129K -1,683 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.31M -$192K -2,520 -3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$4.92M
Morgan Stanley
13
Morgan Stanley
New York
$4.74M -$69.3K -910 -1%
FFA
14
Farther Finance Advisors
California
$4.08M +$159K +2,089 +4%
ACG
15
Allen Capital Group
Nebraska
$4.02M -$109K -1,433 -3%
YWM
16
Yoder Wealth Management
California
$3.21M +$192K +2,521 +6%
PCH
17
PGIM Custom Harvest
New Jersey
$3.14M +$29.4K +386 +0.9%
Wells Fargo
18
Wells Fargo
California
$3.07M -$154K -2,019 -5%
AFG
19
Arkansas Financial Group
Arkansas
$2.86M -$26.4K -345 -0.9%
Goldman Sachs
20
Goldman Sachs
New York
$1.85M +$155K +2,039 +9%
PAG
21
Private Advisor Group
New Jersey
$1.82M -$962K -12,636 -35%
LOIP
22
Live Oak Investment Partners
Texas
$1.68M +$137K +1,804 +9%
AFP
23
Ausdal Financial Partners
Iowa
$1.66M +$5.56K +73 +0.3%
SFP
24
Sandbox Financial Partners
Maryland
$1.62M -$9.9K -130 -0.6%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.54M +$65.2K +857 +4%