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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
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$32.8K
MA
127
Montag & Associates
Georgia
$30.3K
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$29.8K +$56 +1 +0.2%
IIM
129
IFC & Insurance Marketing
California
$25K +$25.2K +450 New
RIL
130
Rothschild Investment LLC
Illinois
$24.4K
WWMSC
131
Wagner Wealth Management (South Carolina)
South Carolina
$14.2K +$56 +1 +0.4%
CI
132
CX Institutional
Indiana
$12K -$20.9K -373 -64%
Citigroup
133
Citigroup
New York
$11.3K -$101K -1,804 -90%
MA
134
MCF Advisors
Kentucky
$9.63K +$9.51K +170 New
TSMHT
135
Thurston Springer Miller Herd & Titak
Indiana
$7.98K +$7.89K +141 New
AC
136
AlphaCore Capital
California
$7.87K
CT
137
Clearstead Trust
Maine
$7.36K
RMP
138
Richards, Merrill & Peterson
Washington
$6.57K
AssetMark Inc
139
AssetMark Inc
California
$6.4K
CIA
140
Cape Investment Advisory
Georgia
$3.96K +$3.08K +55 +367%
CWM
141
Copia Wealth Management
Oregon
$3.68K
TCOV
142
Trust Company of Vermont
Vermont
$2.83K
FGAM
143
Financial Gravity Asset Management
Texas
$2.04K -$4.08K -73 -67%
HI
144
Harbour Investments
Wisconsin
$1.3K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$680 +$672 +12 New
FSA
146
Financial Services Advisory
Maryland
-$1.68M -29,916 Closed
HighTower Advisors
147
HighTower Advisors
Illinois
-$363K -6,471 Closed
TRCT
148
Tower Research Capital (TRC)
New York
-$351K -6,263 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-$318K -5,668 Closed
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
-$312K -5,560 Closed