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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

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

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

32% more capital invested

Capital invested by funds: $117M → $155M (+$37.8M)

7% more funds holding

Funds holding: 96 → 103 (+7)

1.22% more ownership

Funds ownership: 43.71% → 44.93% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.48%
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

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.23M
2
LPL Financial
LPL Financial
California
+$3.43M
3
KAS
Kestra Advisory Services
Texas
+$3.4M
4
NA
NewEdge Advisors
Louisiana
+$2.71M
5
FSA
Financial Services Advisory
Maryland
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.45M
3
FAM
Flaharty Asset Management
Florida
-$769K
4
FIA
Foundations Investment Advisors
Arizona
-$758K
5
Citadel Advisors
Citadel Advisors
Florida
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.23M +$253 +4 +0%
GWM
27
Geneos Wealth Management
Colorado
$1.14M -$64.2K -1,016 -6%
PAG
28
Private Advisor Group
New Jersey
$1.09M -$135K -2,144 -12%
FAM
29
Flaharty Asset Management
Florida
$1.07M -$769K -12,179 -44%
DWM
30
Denver Wealth Management
Colorado
$918K +$5.62K +89 +0.7%
PSF
31
Pacific Sun Financial
California
$890K -$72K -1,140 -8%
UBS Group
32
UBS Group
Switzerland
$865K +$218K +3,458 +38%
WA
33
Waverly Advisors
Alabama
$795K +$101K +1,604 +16%
AFP
34
Ausdal Financial Partners
Iowa
$790K -$30.9K -490 -4%
BFG
35
Berger Financial Group
Minnesota
$748K -$115K -1,822 -14%
SEIA
36
Signature Estate & Investment Advisors
California
$694K -$20.7K -327 -3%
SAS
37
Stelac Advisory Services
New York
$681K -$70.2K -1,112 -10%
SC
38
Scotia Capital
Ontario, Canada
$667K +$613K +9,703 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$635K +$275K +4,361 +89%
AAS
40
Avantax Advisory Services
Texas
$623K +$12.1K +191 +2%
AA
41
Advisory Alpha
Michigan
$603K +$45.3K +718 +9%
WAS
42
WESPAC Advisors SoCal
California
$594K – – –
CA
43
Clearstead Advisors
Ohio
$589K +$542K +8,579 New
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$516K +$474K +7,510 New
SCM
45
Sage Capital Management
New Jersey
$491K +$2.84K +45 +0.6%
JPLA
46
Joseph P. Lucia & Associates
New York
$487K -$3.79K -60 -0.8%
WA
47
WESPAC Advisors
California
$469K +$88.2K +1,397 +26%
EWP
48
Elevation Wealth Partners
California
$467K – – –
WAM
49
Walker Asset Management
Missouri
$439K -$30.9K -490 -7%
Lido Advisors
50
Lido Advisors
California
$389K +$18.6K +295 +5%
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RSPU Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2024, worth a combined $155M — up 32% from $117M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPU positions and 8 closed out — a net gain of 9 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $2.81M.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $155M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $6.23M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2024 was Morgan Stanley, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2024.