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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
$71.7M
2
FFA
Farther Finance Advisors
California
$3.21M
3
CCFM
Clear Creek Financial Management
Washington
$4.68M
4
Ameriprise
Ameriprise
Minnesota
$12.7M
5
LOIP
Live Oak Investment Partners
Texas
$1.12M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
2
WAP
Wealthcare Advisory Partners
Pennsylvania
$3.7M
3
Osaic Holdings
Osaic Holdings
Arizona
$2.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.69M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$71.7M +$30.6M +625,631 +75%
MIH
2
Meitav Investment House
Israel
$43.3M -$549K -11,226 -1%
AWM
3
Affinity Wealth Management
Delaware
$30.9M +$483K +9,870 +2%
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$28.9M – – –
Morgan Stanley
5
Morgan Stanley
New York
$19.3M +$569K +11,639 +3%
LPL Financial
6
LPL Financial
California
$18.9M +$464K +9,492 +3%
DIP
7
Davis Investment Partners
North Carolina
$13.9M +$16K +338 +0.1%
NA
8
NewEdge Advisors
Louisiana
$13.5M -$398K -8,128 -3%
Ameriprise
9
Ameriprise
Minnesota
$12.7M +$1.16M +23,833 +10%
Goldman Sachs
10
Goldman Sachs
New York
$12.2M – – –
Wells Fargo
11
Wells Fargo
California
$11.2M +$112K +2,285 +1%
KAS
12
Kestra Advisory Services
Texas
$10.8M +$127K +2,595 +1%
KHLMTHM
13
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.2M – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.48M +$71.3K +1,458 +0.8%
UBS Group
15
UBS Group
Switzerland
$8.44M +$19.1K +391 +0.2%
CCM
16
Carmel Capital Management
California
$8.2M -$6.12K -125 -0.1%
Raymond James Financial
17
Raymond James Financial
Florida
$7.14M -$433K -8,858 -6%
TM
18
TigerOak Management
New Mexico
$5.88M – – –
CCFM
19
Clear Creek Financial Management
Washington
$4.68M +$2.1M +42,975 +82%
TA
20
TKG Advisors
Indiana
$4M +$123K +2,521 +3%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.7M -$4.6M -94,109 -55%
FFA
22
Farther Finance Advisors
California
$3.21M +$3.21M +65,198 New
PAG
23
Private Advisory Group
Washington
$3.13M -$21.9K -447 -0.7%
GSC
24
G&S Capital
Colorado
$2.86M -$20K -409 -0.7%
EFA
25
Evernest Financial Advisors
Indiana
$2.83M +$167K +3,408 +6%
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