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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
CIAS
101
Capital Investment Advisory Services
North Carolina
$266K +$448 +8 +0.2%
AAP
102
Arax Advisory Partners
Colorado
$262K +$259K +4,633 New
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$254K +$251K +4,486 New
CWM
104
Calamos Wealth Management
Illinois
$248K
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$237K +$224 +4 +0.1%
FPGK
106
Financial Partners Group (Kansas)
Kansas
$231K
PFA
107
Perryman Financial Advisory
Texas
$228K +$225K +4,021 New
PS
108
Principal Securities
Iowa
$217K -$4.7K -84 -2%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$182K +$35.1K +628 +24%
TCM
110
Tradewinds Capital Management
Washington
$168K +$280 +5 +0.2%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K
SWA
112
SOA Wealth Advisors
New York
$150K +$224 +4 +0.2%
KFI
113
Key Financial Inc
Pennsylvania
$149K +$5.6K +100 +4%
MCM
114
MAI Capital Management
Ohio
$128K +$32.4K +579 +35%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$121K +$7.83K +140 +7%
AWM
116
AE Wealth Management
Kansas
$112K
SIS
117
Sound Income Strategies
Florida
$103K +$94.3K +1,685 New
Comerica Bank
118
Comerica Bank
Texas
$95.4K -$951 -17 -1%
SWP
119
Strategic Wealth Partners
Ohio
$82.6K
US Bancorp
120
US Bancorp
Minnesota
$81.8K
AAMA
121
Advanced Asset Management Advisors
Ohio
$62.5K +$61.7K +1,103 New
FWP
122
FAS Wealth Partners
Kansas
$58K
CA
123
Clearstead Advisors
Ohio
$57.8K +$112 +2 +0.2%
PA
124
Parallel Advisors
California
$45.3K
HHCP
125
Hilton Head Capital Partners
South Carolina
$33.2K +$32.8K +586 New