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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 %
FGAM
126
Financial Gravity Asset Management
Texas
$7.88K +$7.88K +161 New
AC
127
AlphaCore Capital
California
$6.8K +$6.8K +139 New
CT
128
Clearstead Trust
Maine
$6.36K – – –
CIA
129
Cape Investment Advisory
Georgia
$4.16K – – –
CWM
130
Copia Wealth Management
Oregon
$3.18K – – –
SFG
131
Stonebridge Financial Group
Pennsylvania
$2.69K – – –
GWSG
132
GPS Wealth Strategies Group
Colorado
$2.45K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$1K -$4.17K -125 -81%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
– -$6.83M -136,137 Closed
Baird Financial Group
135
Baird Financial Group
Wisconsin
– -$2.53M -50,339 Closed
FSA
136
Financial Services Advisory
Maryland
– -$868K -17,294 Closed
AAS
137
Avantax Advisory Services
Texas
– -$495K -9,856 Closed
WANY
138
Wealthspire Advisors (New York)
New York
– -$426K -8,485 Closed
BAM
139
Belpointe Asset Management
Nevada
– -$265K -5,370 Closed
RC
140
Rovin Capital
Arizona
– -$231K -4,637 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
– -$216K -4,300 Closed
FPGK
142
Financial Partners Group (Kansas)
Kansas
– -$203K -4,048 Closed
CP
143
Castleview Partners
Texas
– -$31.2K -625 Closed
CFGS
144
Concourse Financial Group Securities
Alabama
– -$14K -264 Closed
NMG
145
New Millennium Group
Utah
– -$48 -1 Closed
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