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Invesco S&P 500 Equal Weight Industrials ETF

145 hedge funds and large institutions have $751M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $488M → $751M (+$263M)

17.46% more ownership

Funds ownership: 70.59%88.05% (+17%)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

1% more funds holding

Funds holding: 144145 (+1)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
15
Increased
52
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
26
Evernest Financial Advisors
Indiana
$3.49M -$75.2K -1,343 -2%
GSC
27
G&S Capital
Colorado
$3.31M -$34K -607 -1%
HAP
28
Harbor Asset Planning
Massachusetts
$2.96M +$139K +2,482 +5%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$2.83M +$2.24M +40,000 +400%
JPLA
30
Joseph P. Lucia & Associates
New York
$2.72M -$2.97K -53 -0.1%
CCFM
31
Clear Creek Financial Management
Washington
$2.58M +$8.28K +148 +0.3%
CWM
32
Comprehensive Wealth Management
Washington
$2.53M +$241K +4,299 +11%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.51M -$144K -2,582 -6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.5M -$240K -4,286 -9%
IWM
35
IHT Wealth Management
Illinois
$2.43M +$2.4M +42,840 New
CWA
36
Choice Wealth Advisors
Maine
$2.38M -$3.36K -60 -0.1%
PCH
37
PGIM Custom Harvest
New Jersey
$2.14M -$53.4K -954 -2%
EH
38
Equitable Holdings
New York
$2.04M -$614K -10,972 -23%
Stifel Financial
39
Stifel Financial
Missouri
$2M +$181K +3,241 +10%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$1.99M +$23.1K +413 +1%
TCFP
41
Treasure Coast Financial Planning
Florida
$1.95M +$107K +1,907 +6%
AFS
42
Access Financial Services
Minnesota
$1.83M -$27.6K -494 -2%
TFP
43
Traction Financial Partners
Wyoming
$1.8M -$144K -2,574 -8%
BKA
44
Brick & Kyle Associates
Pennsylvania
$1.61M +$224 +4 +0%
GRP
45
Global Retirement Partners
California
$1.53M +$54.1K +967 +4%
FF
46
Friedenthal Financial
New Jersey
$1.53M -$78.2K -1,398 -5%
BMCM
47
Burns Matteson Capital Management
New York
$1.5M -$144K -2,580 -9%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.44M +$82.4K +1,473 +6%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.37M +$302K +5,405 +29%
LOIP
50
Live Oak Investment Partners
Texas
$1.35M -$125K -2,234 -9%