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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
Truist Financial
76
Truist Financial
North Carolina
$473K -$65.1K -1,164 -12%
GWM
77
Geneos Wealth Management
Colorado
$469K
OC
78
Oppenheimer & Co
New York
$464K -$5.6K -100 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$461K +$46.7K +834 +11%
ML
80
McAdam LLC
Pennsylvania
$448K
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$444K -$3.3M -58,986 -88%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$428K
AA
83
Advisory Alpha
Michigan
$421K -$2.57K -46 -0.6%
WWM
84
Western Wealth Management
Colorado
$421K +$2.8K +50 +0.7%
WIA
85
World Investment Advisors
California
$396K
AWM
86
Axxcess Wealth Management
California
$388K -$5.32K -95 -1%
CRI
87
Colonial River Investments
Virginia
$388K -$5.32K -95 -1%
PTC
88
Private Trust Company
Ohio
$380K -$395K -7,057 -51%
JCM
89
Jacobi Capital Management
Pennsylvania
$355K -$21K -375 -6%
OCPWS
90
One Charles Private Wealth Services
Massachusetts
$352K
CFCI
91
Comprehensive Financial Consultants Institutional
Indiana
$308K -$32.9K -588 -10%
Mariner
92
Mariner
Kansas
$307K +$168 +3 +0.1%
GFWA
93
Grey Fox Wealth Advisors
Delaware
$306K +$448 +8 +0.1%
OIA
94
OneDigital Investment Advisors
Kansas
$303K -$78.3K -1,400 -21%
DT
95
Diversified Trust
Tennessee
$290K
YIA
96
YHB Investment Advisors
Connecticut
$282K +$65.2K +1,165 +31%
SWM
97
Spire Wealth Management
Virginia
$275K +$448 +8 +0.2%
BEI
98
Benjamin Edwards Inc
Missouri
$273K
PAS
99
Park Avenue Securities
New York
$271K -$35.6K -636 -12%
NPFS
100
Novak & Powell Financial Services
Florida
$267K