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Invesco S&P 500 Equal Weight Technology ETF
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Overview Fund Activity

347 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 Equal Weight Technology ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-18
Holders Change %
-4.93%
% of All Funds
4.71%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
29
Increased
94
Reduced
133
Closed
38
Calls
$86K
Puts
$24K
Net Calls
+$62K
Net Calls Change
+$126K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$81M
2
Goldman Sachs
2
Goldman Sachs
New York
$16M
3
LPL Financial
3
LPL Financial
California
$65.1M
4
FFA
4
Farther Finance Advisors
California
$7.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.1M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$3.12M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$543K -$297K -8,688 -35%
AWA
177
Acorn Wealth Advisors
Michigan
$530K +$650 +19 +0.1%
First Trust Advisors
178
First Trust Advisors
Illinois
$522K – – –
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$518K +$177 +6 +0%
AWM
180
Axxcess Wealth Management
California
$514K +$650 +19 +0.1%
AWM
181
Apollon Wealth Management
South Carolina
$513K -$378K -11,042 -42%
KWM
182
Kaydan Wealth Management
Michigan
$507K -$1.47K -43 -0.3%
SIC
183
SFE Investment Counsel
California
$498K -$47K -1,374 -9%
OC
184
Oppenheimer & Co
New York
$497K -$18.5K -540 -4%
MWM
185
Mission Wealth Management
California
$496K – – –
IA
186
IFP Advisors
Florida
$487K – – –
DADC
187
D.A. Davidson & Co
Montana
$487K -$50.6K -1,480 -9%
Financial Engines Advisors
188
Financial Engines Advisors
California
$486K +$38.3K +1,121 +9%
FNBT
189
FineMark National Bank & Trust
Florida
$481K – – –
KCM
190
Kathmere Capital Management
Pennsylvania
$479K – – –
EWA
191
EP Wealth Advisors
California
$470K -$73.2K -2,139 -13%
CCA
192
Clearwater Capital Advisors
Illinois
$465K – – –
CCP
193
Cushing Capital Partners
Wisconsin
$465K -$1.13K -33 -0.2%
TWM
194
TCFG Wealth Management
California
$457K -$684 -20 -0.1%
CWM
195
Calamos Wealth Management
Illinois
$454K – – –
Fisher Asset Management
196
Fisher Asset Management
Washington
$440K +$2.63K +77 +0.6%
CWM
197
Castle Wealth Management
Florida
$431K +$34 +1 +0%
TFS
198
Thoroughbred Financial Services
Tennessee
$426K +$102 +3 +0%
LOIP
199
Live Oak Investment Partners
Texas
$424K +$424K +12,386 New
BFAG
200
Blackston Financial Advisory Group
Florida
$421K -$23.4K -685 -5%
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8
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