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Invesco S&P 500 Equal Weight Utilities ETF

106 hedge funds and large institutions have $213M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
35
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$38M 534,607 +159,499 +43%
Bank of America
2
Bank of America
North Carolina
$29.3M 412,381 +350,174 +563%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M 209,583 +8,773 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M 168,489 +29,594 +21%
NA
5
NewEdge Advisors
Louisiana
$7.83M 110,055 +40,159 +57%
Raymond James Financial
6
Raymond James Financial
Florida
$7.72M 108,611 +4,060 +4%
KAS
7
Kestra Advisory Services
Texas
$7.31M 102,774 +16,476 +19%
ACM
8
Alethea Capital Management
Washington
$6.68M 93,989 +93,989 New
SIM
9
Studio Investment Management
Illinois
$6.08M 85,422 +17,093 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.84M 82,122 -2,148 -3%
UWP
11
Uniting Wealth Partners
Kansas
$5.03M 70,744 -63,095 -47%
AWS
12
Atria Wealth Solutions
New York
$4.15M 58,398 -129,245 -69%
WIP
13
WealthCare Investment Partners
Rhode Island
$3.22M 45,245 -408 -0.9%
PCP
14
Proficio Capital Partners
Massachusetts
$3.13M 2,824,217 +2,824,217 New
ASN
15
Advisory Services Network
Georgia
$3.02M 40,318 -6,633 -14%
FF
16
Friedenthal Financial
New Jersey
$2.86M 40,192 +832 +2%
BWL
17
Bogart Wealth LLC
Virginia
$2.62M 36,849 +36,609 +15,254%
LOIM
18
Liberty One Investment Management
Illinois
$2.54M 35,706 -3,001 -8%
Goldman Sachs
19
Goldman Sachs
New York
$2.54M 35,686 +5,078 +17%
MSWA
20
Marshall & Sterling Wealth Advisors
New York
$2.53M 35,588 +10,528 +42%
UBS Group
21
UBS Group
Switzerland
$2.41M 33,849 -42,620 -56%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.4M 33,697 +17,026 +102%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.34M 32,947 +24,863 +308%
Ameriprise
24
Ameriprise
Minnesota
$2.24M 31,435 -1,414 -4%
JWM
25
Jackson Wealth Management
Florida
$2.23M 31,321 -1,051 -3%