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Invesco S&P 500 Equal Weight Utilities ETF

125 hedge funds and large institutions have $263M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $241M → $263M (+$21.8M)

8% more funds holding

Funds holding: 116125 (+9)

0.7% more ownership

Funds ownership: 47.93%48.63% (+0.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
19
Increased
56
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
26
Liberty One Investment Management
Illinois
$2.36M +$149K +1,885 +7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.33M +$673K +8,492 +42%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.31M +$126K +1,593 +6%
Stifel Financial
29
Stifel Financial
Missouri
$2.3M +$198K +2,504 +10%
FFA
30
Farther Finance Advisors
California
$2.13M +$412K +5,201 +25%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.06M +$92.3K +1,166 +5%
NA
32
NewEdge Advisors
Louisiana
$1.94M -$5.4M -68,244 -74%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$1.93M +$699K +8,831 +58%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.86M -$73K -922 -4%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.78M +$171K +2,157 +11%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.76M -$495K -6,250 -22%
OFA
37
Orographic Financial Advisors
Colorado
$1.74M +$1.7M +21,505 New
GWM
38
Geneos Wealth Management
Colorado
$1.59M +$13.2K +167 +0.9%
WIA
39
World Investment Advisors
California
$1.54M +$9.11K +115 +0.6%
MWS
40
MFA Wealth Services
California
$1.51M -$10.2K -129 -0.7%
FAM
41
Flaharty Asset Management
Florida
$1.48M +$54.1K +683 +4%
AFP
42
Ausdal Financial Partners
Iowa
$1.48M +$45.4K +573 +3%
SC
43
Sykon Capital
New York
$1.37M +$1.33M +16,839 New
AT
44
American Trust
Kentucky
$1.23M +$15.8K +200 +1%
SC
45
Scotia Capital
Ontario, Canada
$1.16M -$8.71K -110 -0.8%
WA
46
Waverly Advisors
Alabama
$985K -$24K -303 -2%
SEIA
47
Signature Estate & Investment Advisors
California
$975K +$7.13K +90 +0.8%
PSF
48
Pacific Sun Financial
California
$952K -$55.4K -700 -6%
SI
49
Stephens Inc
Arkansas
$920K -$4.51K -57 -0.5%
AA
50
Advisory Alpha
Michigan
$916K +$45.5K +575 +5%