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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
JP Morgan Chase
1
JP Morgan Chase
New York
$160M +$158M +2,831,050 +1,022,040%
Goldman Sachs
2
Goldman Sachs
New York
$137M +$95.1M +1,700,000 +235%
Bank of America
3
Bank of America
North Carolina
$53.5M +$1.98M +35,318 +4%
MIH
4
Meitav Investment House
Israel
$48.1M -$162K -2,900 -0.3%
AWM
5
Affinity Wealth Management
Delaware
$35.9M +$258K +4,606 +0.7%
KHLMVGHM
6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$33.5M
Morgan Stanley
7
Morgan Stanley
New York
$28M +$5.06M +90,460 +22%
LPL Financial
8
LPL Financial
California
$21.5M +$595K +10,636 +3%
DIP
9
Davis Investment Partners
North Carolina
$15.7M -$700K -12,503 -4%
NA
10
NewEdge Advisors
Louisiana
$14.4M -$207K -3,696 -1%
Ameriprise
11
Ameriprise
Minnesota
$13.5M -$2.1M -37,593 -14%
Raymond James Financial
12
Raymond James Financial
Florida
$12.3M -$988K -17,654 -8%
KHLMTHM
13
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.9M
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$9.75M +$104K +1,856 +1%
CCM
15
Carmel Capital Management
California
$9.72M +$151K +2,700 +2%
Wells Fargo
16
Wells Fargo
California
$8.15M +$785K +14,029 +11%
UBS Group
17
UBS Group
Switzerland
$7.86M -$842K -15,051 -10%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$7.68M +$59.4K +1,061 +0.8%
TM
19
TigerOak Management
New Mexico
$6.45M -$294K -5,260 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.7M +$545K +9,736 +11%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.09M +$856K +15,299 +20%
KAS
22
Kestra Advisory Services
Texas
$4.78M +$179K +3,202 +4%
TA
23
TKG Advisors
Indiana
$4.66M -$57.9K -1,035 -1%
FFA
24
Farther Finance Advisors
California
$3.57M +$25.9K +463 +0.7%
GCWM
25
Graham Capital Wealth Management
District of Columbia
$3.5M +$3.45M +61,727 New