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

New
Increased
Maintained
Reduced
Closed

2.28% less ownership

Funds ownership: 50.2%47.93% (-2.3%)

3% less funds holding

Funds holding: 103100 (-3)

10% less capital invested

Capital invested by funds: $164M → $147M (-$16.9M)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

46% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
21
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.3M -$2.64M -34,569 -12%
NA
2
NewEdge Advisors
Louisiana
$11.8M -$202K -2,635 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.64M -$285K -3,723 -3%
JGCM
4
Joseph Group Capital Management
Ohio
$8.3M +$129K +1,685 +2%
LPL Financial
5
LPL Financial
California
$6.93M -$157K -2,058 -2%
JPLA
6
Joseph P. Lucia & Associates
New York
$6.25M -$43.8K -573 -0.7%
DIP
7
Davis Investment Partners
North Carolina
$5.2M -$483K -6,316 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.07M -$41.2K -538 -0.8%
Morgan Stanley
9
Morgan Stanley
New York
$5.02M +$141K +1,838 +3%
UBS Group
10
UBS Group
Switzerland
$4.4M -$3.53M -46,072 -45%
Wells Fargo
11
Wells Fargo
California
$4.21M +$505K +6,602 +14%
ACG
12
Allen Capital Group
Nebraska
$4.07M -$45.8K -598 -1%
FFA
13
Farther Finance Advisors
California
$4.01M -$57.6K -753 -1%
YWM
14
Yoder Wealth Management
California
$3.4M -$38.7K -506 -1%
PCH
15
PGIM Custom Harvest
New Jersey
$3.12M -$32.4K -424 -1%
AFG
16
Arkansas Financial Group
Arkansas
$2.82M -$383 -5 -0%
Goldman Sachs
17
Goldman Sachs
New York
$1.94M +$184K +2,399 +11%
AFP
18
Ausdal Financial Partners
Iowa
$1.76M +$4.21K +55 +0.2%
WAM
19
Walker Asset Management
Missouri
$1.6M +$1.61K +21 +0.1%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$1.55M +$9.41K +123 +0.6%
PAG
21
Private Advisor Group
New Jersey
$1.52M -$276K -3,604 -16%
SS
22
Sunbelt Securities
Texas
$1.5M +$77 +1 +0%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.41M -$156K -2,034 -10%
FFN
24
Focus Financial Network
Minnesota
$1.4M -$83.6K -1,093 -6%
AWA
25
Arkadios Wealth Advisors
Georgia
$1.39M -$30.2K -395 -2%