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

103 hedge funds and large institutions have $155M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
32
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$6.77M
2
LPL Financial
2
LPL Financial
California
$25.1M
3
KAS
3
Kestra Advisory Services
Texas
$4.37M
4
NA
4
NewEdge Advisors
Louisiana
$2.95M
5
FSA
5
Financial Services Advisory
Maryland
$1.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FAM
3
Flaharty Asset Management
Florida
$1.07M
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.23M +$275 +4 +0%
GWM
27
Geneos Wealth Management
Colorado
$1.14M -$69.8K -1,016 -6%
PAG
28
Private Advisor Group
New Jersey
$1.09M -$147K -2,144 -12%
FAM
29
Flaharty Asset Management
Florida
$1.07M -$837K -12,179 -44%
DWM
30
Denver Wealth Management
Colorado
$918K +$6.11K +89 +0.7%
PSF
31
Pacific Sun Financial
California
$890K -$78.3K -1,140 -8%
UBS Group
32
UBS Group
Switzerland
$865K +$238K +3,458 +38%
WA
33
Waverly Advisors
Alabama
$795K +$110K +1,604 +16%
AFP
34
Ausdal Financial Partners
Iowa
$790K -$33.7K -490 -4%
BFG
35
Berger Financial Group
Minnesota
$748K -$125K -1,822 -14%
SEIA
36
Signature Estate & Investment Advisors
California
$694K -$22.5K -327 -3%
SAS
37
Stelac Advisory Services
New York
$681K -$76.3K -1,112 -10%
SC
38
Scotia Capital
Ontario, Canada
$667K +$667K +9,703 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$635K +$300K +4,361 +89%
AAS
40
Avantax Advisory Services
Texas
$623K +$13.1K +191 +2%
AA
41
Advisory Alpha
Michigan
$603K +$49.3K +718 +9%
WAS
42
WESPAC Advisors SoCal
California
$594K – – –
CA
43
Clearstead Advisors
Ohio
$589K +$589K +8,579 New
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$516K +$516K +7,510 New
SCM
45
Sage Capital Management
New Jersey
$491K +$3.09K +45 +0.6%
JPLA
46
Joseph P. Lucia & Associates
New York
$487K -$4.12K -60 -0.8%
WA
47
WESPAC Advisors
California
$469K +$96K +1,397 +26%
EWP
48
Elevation Wealth Partners
California
$467K – – –
WAM
49
Walker Asset Management
Missouri
$439K -$33.7K -490 -7%
Lido Advisors
50
Lido Advisors
California
$389K +$20.3K +295 +5%
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