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Invesco S&P 500 Equal Weight Financials ETF

95 hedge funds and large institutions have $121M invested in Invesco S&P 500 Equal Weight Financials ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

1.88% less ownership

Funds ownership: 47.93%46.05% (-1.9%)

5% less funds holding

Funds holding: 10095 (-5)

17% less capital invested

Capital invested by funds: $147M → $121M (-$25.7M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
32
Reduced
35
Closed
11
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
$18M +$486K +6,433 +3%
JGCM
2
Joseph Group Capital Management
Ohio
$7.71M +$167K +2,210 +2%
Morgan Stanley
3
Morgan Stanley
New York
$7.09M +$2.67M +35,407 +55%
JPLA
4
Joseph P. Lucia & Associates
New York
$5.63M -$62.5K -828 -1%
DIP
5
Davis Investment Partners
North Carolina
$4.73M +$5.66K +75 +0.1%
LPL Financial
6
LPL Financial
California
$4.71M -$1.69M -22,426 -25%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.39M -$140K -1,852 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.84M -$4.24M -56,174 -51%
ACG
9
Allen Capital Group
Nebraska
$3.65M -$62.2K -824 -2%
FFA
10
Farther Finance Advisors
California
$3.58M -$75K -993 -2%
YWM
11
Yoder Wealth Management
California
$3.18M +$94.4K +1,250 +3%
Wells Fargo
12
Wells Fargo
California
$3.17M -$697K -9,231 -17%
UBS Group
13
UBS Group
Switzerland
$2.95M -$1.11M -14,762 -26%
PCH
14
PGIM Custom Harvest
New Jersey
$2.8M -$37K -490 -1%
Goldman Sachs
15
Goldman Sachs
New York
$2.67M +$961K +12,725 +52%
AFG
16
Arkansas Financial Group
Arkansas
$2.67M +$16.8K +223 +0.6%
NA
17
NewEdge Advisors
Louisiana
$2.29M -$8.96M -118,646 -79%
Ameriprise
18
Ameriprise
Minnesota
$2.19M +$1M +13,275 +76%
Raymond James Financial
19
Raymond James Financial
Florida
$1.87M +$705K +9,331 +55%
AFP
20
Ausdal Financial Partners
Iowa
$1.62M +$28.8K +381 +2%
WAM
21
Walker Asset Management
Missouri
$1.55M +$101K +1,344 +7%
SS
22
Sunbelt Securities
Texas
$1.49M +$132K +1,752 +9%
HI
23
Harbour Investments
Wisconsin
$1.38M +$261K +3,454 +22%
PAG
24
Private Advisor Group
New Jersey
$1.28M -$111K -1,471 -8%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.28M -$4K -53 -0.3%