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Invesco S&P 500 Equal Weight Utilities ETF

104 hedge funds and large institutions have $206M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$295K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11M
2 +$4.88M
3 +$1.99M
4
FAM
Flaharty Asset Management
Florida
+$1.98M
5
Morgan Stanley
Morgan Stanley
New York
+$1.75M

Top Sellers

1 -$9.51M
2 -$6.17M
3 -$3.97M
4
FEM
Fulcrum Equity Management
Texas
-$2.55M
5
LPL Financial
LPL Financial
California
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.35M
27
$1.34M
28
$1.32M
29
$1.25M
30
$1.13M
31
$1.02M
32
$952K
33
$905K
34
$823K
35
$733K
36
$677K
37
$658K
38
$657K
39
$539K
40
$537K
41
$533K
42
$523K
43
$509K
44
$488K
45
$486K
46
$470K
47
$454K
48
$439K
49
$417K
50
$413K