We are live on ! Find out more
RSPU icon

Invesco S&P 500 Equal Weight Utilities ETF
RSPU

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

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $109M → $117M (+$7.78M)

0.06% more ownership

Funds ownership: 43.65% → 43.71% (+0.06%)

0% more funds holding

Funds holding: 96 → 96 (0)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
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

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.24M
2
AWS
Atria Wealth Solutions
New York
+$1.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$776K
5
FIA
Foundations Investment Advisors
Arizona
+$764K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.82M
2
WIP
WealthCare Investment Partners
Rhode Island
-$1.18M
3
UBS Group
UBS Group
Switzerland
-$1.12M
4
JWM
Jackson Wealth Management
Florida
-$731K
5
TRCT
Tower Research Capital (TRC)
New York
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Denver Wealth Management
Colorado
$770K +$5.09K +87 +0.7%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$770K +$776K +13,260 New
FIA
28
Foundations Investment Advisors
Arizona
$758K +$764K +13,062 New
BFG
29
Berger Financial Group
Minnesota
$738K -$136K -2,322 -15%
AFP
30
Ausdal Financial Partners
Iowa
$696K -$83.8K -1,433 -11%
SAS
31
Stelac Advisory Services
New York
$640K – – –
SEIA
32
Signature Estate & Investment Advisors
California
$605K +$610K +10,429 New
WA
33
Waverly Advisors
Alabama
$579K +$583K +9,972 New
KAS
34
Kestra Advisory Services
Texas
$570K +$70.4K +1,203 +14%
Citadel Advisors
35
Citadel Advisors
Florida
$551K +$229K +3,908 +70%
Ameriprise
36
Ameriprise
Minnesota
$536K +$147K +2,518 +37%
UBS Group
37
UBS Group
Switzerland
$530K -$1.12M -19,143 -68%
AAS
38
Avantax Advisory Services
Texas
$515K +$519K +8,872 New
WAS
39
WESPAC Advisors SoCal
California
$502K – – –
AA
40
Advisory Alpha
Michigan
$468K -$9.18K -157 -2%
JPLA
41
Joseph P. Lucia & Associates
New York
$415K +$8.77K +150 +2%
SCM
42
Sage Capital Management
New Jersey
$412K +$2.46K +42 +0.6%
WAM
43
Walker Asset Management
Missouri
$400K -$23.3K -399 -5%
EWP
44
Elevation Wealth Partners
California
$395K – – –
CAL
45
Capital Analysts LLC
Pennsylvania
$348K -$66.2K -1,132 -16%
WA
46
WESPAC Advisors
California
$315K -$151K -2,588 -32%
Lido Advisors
47
Lido Advisors
California
$312K -$40.8K -698 -11%
DWA
48
Delos Wealth Advisors
Texas
$307K -$48.5K -830 -14%
HighTower Advisors
49
HighTower Advisors
Illinois
$301K +$304K +5,200 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$284K -$261K -4,457 -48%
1
2
3 4 5

RSPU Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2024, worth a combined $117M — up 7.1% from $109M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPU positions and 10 closed out — a net gain of 3 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.24M. The largest seller was Osaic Holdings, cutting an estimated $1.82M.

  • 96 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $117M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $8.24M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2024.