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Invesco S&P 500 Equal Weight Industrials ETF
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Overview Fund Activity

133 hedge funds and large institutions have $424M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
13
Increased
48
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.6M
2
FFA
Farther Finance Advisors
California
+$3.21M
3
CCFM
Clear Creek Financial Management
Washington
+$2.1M
4
Ameriprise
Ameriprise
Minnesota
+$1.16M
5
LOIP
Live Oak Investment Partners
Texas
+$1.12M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.83M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$4.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.54M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.09M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.51M -$4.54M -92,754 -64%
JPLA
27
Joseph P. Lucia & Associates
New York
$2.51M -$62.1K -1,269 -2%
EH
28
Equitable Holdings
New York
$2.26M +$19.7K +402 +0.9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.19M -$62.6K -1,279 -3%
PAG
30
Private Advisor Group
New Jersey
$2.18M -$81.9K -1,673 -4%
CWA
31
Choice Wealth Advisors
Maine
$2.06M +$6.07K +124 +0.3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.01M +$576K +11,772 +40%
OC
33
Oppenheimer & Co
New York
$1.91M -$381K -7,780 -17%
PCH
34
PGIM Custom Harvest
New Jersey
$1.91M -$533K -10,887 -22%
AFS
35
Access Financial Services
Minnesota
$1.7M -$47.1K -963 -3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.69M -$3.09M -63,157 -65%
CWM
37
Comprehensive Wealth Management
Washington
$1.62M +$304K +6,208 +23%
YAVAPFMC
38
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.61M – – –
TFP
39
Traction Financial Partners
Wyoming
$1.57M -$188K -3,845 -11%
Stifel Financial
40
Stifel Financial
Missouri
$1.56M +$40.6K +830 +3%
BMCM
41
Burns Matteson Capital Management
New York
$1.47M -$16.8K -343 -1%
BKA
42
Brick & Kyle Associates
Pennsylvania
$1.38M +$291 +6 +0%
FF
43
Friedenthal Financial
New Jersey
$1.33M -$90.4K -1,848 -6%
WAM
44
Walker Asset Management
Missouri
$1.21M +$2.35K +48 +0.2%
LOIP
45
Live Oak Investment Partners
Texas
$1.12M +$1.12M +22,874 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$1.1M +$108K +2,212 +11%
Lido Advisors
47
Lido Advisors
California
$1.05M -$216K -4,415 -17%
HH
48
Hilltop Holdings
Texas
$911K +$13.5K +275 +1%
GWM
49
Geneos Wealth Management
Colorado
$860K +$417K +8,516 +94%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$805K -$138K -2,840 -15%
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