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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

110 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

7% more funds holding

Funds holding: 103 → 110 (+7)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.43M)

0.01% less ownership

Funds ownership: 44.93% → 44.92% (-0.01%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
44
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$7.1M
2
ASN
Advisory Services Network
Georgia
+$2.18M
3
UBS Group
UBS Group
Switzerland
+$1.52M
4
LPL Financial
LPL Financial
California
+$1.07M
5
KAS
Kestra Advisory Services
Texas
+$906K

Top Sellers

Rank Fund Capital Flow
1
FSA
Financial Services Advisory
Maryland
-$1.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.52M
3
CA
Clearstead Advisors
Ohio
-$589K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$581K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.37M -$128K -1,874 -8%
SAM
27
SignalPoint Asset Management
Missouri
$1.27M -$45.7K -672 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.23M +$64.4K +947 +5%
GWM
29
Geneos Wealth Management
Colorado
$1.17M +$80.2K +1,179 +7%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.16M -$581K -8,537 -33%
FAM
31
Flaharty Asset Management
Florida
$1.02M -$4.15K -61 -0.4%
PAG
32
Private Advisor Group
New Jersey
$973K -$71.5K -1,051 -7%
DWM
33
Denver Wealth Management
Colorado
$934K +$57.8K +849 +6%
WA
34
Waverly Advisors
Alabama
$893K +$136K +2,004 +17%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$851K +$881K +12,946 New
PSF
36
Pacific Sun Financial
California
$840K -$11.6K -170 -1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$808K +$837K +12,298 New
BFG
38
Berger Financial Group
Minnesota
$716K – – –
FEM
39
Fulcrum Equity Management
Texas
$699K +$723K +10,627 New
SEIA
40
Signature Estate & Investment Advisors
California
$667K +$3.27K +48 +0.5%
SAS
41
Stelac Advisory Services
New York
$651K – – –
AA
42
Advisory Alpha
Michigan
$622K +$47K +691 +8%
WAS
43
WESPAC Advisors SoCal
California
$569K – – –
AAS
44
Avantax Advisory Services
Texas
$550K -$47.8K -702 -8%
SC
45
Scotia Capital
Ontario, Canada
$507K -$135K -1,984 -20%
MF
46
Montis Financial
Massachusetts
$480K +$497K +7,296 New
SCM
47
Sage Capital Management
New Jersey
$473K +$2.86K +42 +0.6%
JPLA
48
Joseph P. Lucia & Associates
New York
$467K +$681 +10 +0.1%
Lido Advisors
49
Lido Advisors
California
$430K +$59.1K +868 +15%
Jane Street
50
Jane Street
New York
$428K +$444K +6,517 New
1
2
3 4 5

RSPU Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2024, worth a combined $164M — up 6.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPU positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.1M. The largest seller was Financial Services Advisory, exiting entirely with an estimated $1.62M sold.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $164M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2024 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2024 was Osaic Holdings, an estimated $7.1M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2024 was Financial Services Advisory, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2024.