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

96 hedge funds and large institutions have $117M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
27
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.4M
2
AWS
2
Atria Wealth Solutions
New York
$10.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.45M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$770K
5
FIA
5
Foundations Investment Advisors
Arizona
$758K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.82M
2
WIP
2
WealthCare Investment Partners
Rhode Island
$2.88M
3
UBS Group
3
UBS Group
Switzerland
$530K
4
JWM
4
Jackson Wealth Management
Florida
$935K
5
TRCT
5
Tower Research Capital (TRC)
New York
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Denver Wealth Management
Colorado
$770K +$5.05K +87 +0.7%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$770K +$770K +13,260 New
FIA
28
Foundations Investment Advisors
Arizona
$758K +$758K +13,062 New
BFG
29
Berger Financial Group
Minnesota
$738K -$135K -2,322 -15%
AFP
30
Ausdal Financial Partners
Iowa
$696K -$83.2K -1,433 -11%
SAS
31
Stelac Advisory Services
New York
$640K – – –
SEIA
32
Signature Estate & Investment Advisors
California
$605K +$605K +10,429 New
WA
33
Waverly Advisors
Alabama
$579K +$579K +9,972 New
KAS
34
Kestra Advisory Services
Texas
$570K +$69.8K +1,203 +14%
Citadel Advisors
35
Citadel Advisors
Florida
$551K +$227K +3,908 +70%
Ameriprise
36
Ameriprise
Minnesota
$536K +$146K +2,518 +37%
UBS Group
37
UBS Group
Switzerland
$530K -$1.11M -19,143 -68%
AAS
38
Avantax Advisory Services
Texas
$515K +$515K +8,872 New
WAS
39
WESPAC Advisors SoCal
California
$502K – – –
AA
40
Advisory Alpha
Michigan
$468K -$9.11K -157 -2%
JPLA
41
Joseph P. Lucia & Associates
New York
$415K +$8.71K +150 +2%
SCM
42
Sage Capital Management
New Jersey
$412K +$2.44K +42 +0.6%
WAM
43
Walker Asset Management
Missouri
$400K -$23.2K -399 -5%
EWP
44
Elevation Wealth Partners
California
$395K – – –
CAL
45
Capital Analysts LLC
Pennsylvania
$348K -$65.7K -1,132 -16%
WA
46
WESPAC Advisors
California
$315K -$150K -2,588 -32%
Lido Advisors
47
Lido Advisors
California
$312K -$40.5K -698 -11%
DWA
48
Delos Wealth Advisors
Texas
$307K -$48.2K -830 -14%
HighTower Advisors
49
HighTower Advisors
Illinois
$301K +$301K +5,200 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$284K -$260K -4,457 -48%
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