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Invesco S&P 500 Equal Weight Utilities ETF

111 hedge funds and large institutions have $219M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
48
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
26
American Portfolios Advisors
New York
$2.01M +$80.4K +1,508 +4%
GWM
27
Geneos Wealth Management
Colorado
$1.95M +$133K +2,496 +7%
KM
28
Kalos Management
Georgia
$1.87M +$417K +7,436 +29%
CI
29
CX Institutional
Indiana
$1.8M +$1.8M +33,740 New
FIM
30
Freedom Investment Management
Connecticut
$1.78M -$50.2K -942 -3%
CAL
31
Capital Analysts LLC
Pennsylvania
$1.69M -$323K -6,070 -16%
FF
32
Friedenthal Financial
New Jersey
$1.69M -$179K -3,352 -10%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$1.57M +29,410 +26,736%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.5M +$464K +8,716 +45%
TWM
35
Tradition Wealth Management
Minnesota
$1.39M -$56.4K -500 -4%
HI
36
Harbour Investments
Wisconsin
$1.31M
Prudential Financial
37
Prudential Financial
New Jersey
$1.24M +$219K +3,752 +22%
NA
38
NewEdge Advisors
Louisiana
$1.21M +$1.21M +22,734 New
JWM
39
Jackson Wealth Management
Florida
$1.18M +$1.18M +22,102 New
SAM
40
SignalPoint Asset Management
Missouri
$993K -$31.8K -598 -3%
UBS Group
41
UBS Group
Switzerland
$982K +$22.4K +420 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$958K +$194K +3,638 +25%
BCM
43
Brookstone Capital Management
Illinois
$946K -$571K -11,260 -38%
PSF
44
Pacific Sun Financial
California
$917K -$2.13K -40 -0.2%
AWM
45
AE Wealth Management
Kansas
$903K +$903K +16,950 New
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$866K -$200K -3,758 -19%
JPLA
47
Joseph P. Lucia & Associates
New York
$861K +$1.6K +30 +0.2%
MML Investors Services
48
MML Investors Services
Massachusetts
$833K +$434K +8,146 +109%
FFN
49
Focus Financial Network
Minnesota
$751K +$136K +2,554 +22%
EH
50
Equitable Holdings
New York
$697K +$485K +9,100 +228%