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Invesco S&P 500 Equal Weight Utilities ETF

105 hedge funds and large institutions have $183M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $164M → $183M (+$18.9M)

1.22% more ownership

Funds ownership: 44.92%46.14% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
38
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
26
Marshall & Sterling Wealth Advisors
New York
$1.75M +$12.3K +181 +0.7%
Stifel Financial
27
Stifel Financial
Missouri
$1.62M +$163K +2,400 +12%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.6M +$20.8K +307 +1%
FFA
29
Farther Finance Advisors
California
$1.38M +$1.29M +18,932 +2,222%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.36M -$160K -2,356 -11%
MWS
31
MFA Wealth Services
California
$1.35M -$142K -2,086 -10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.28M -$31.2K -460 -2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.16M -$65.9K -971 -6%
PAG
34
Private Advisor Group
New Jersey
$1.16M +$124K +1,827 +12%
FAM
35
Flaharty Asset Management
Florida
$1.08M +$611 +9 +0.1%
DWM
36
Denver Wealth Management
Colorado
$992K +$1.9K +28 +0.2%
WA
37
Waverly Advisors
Alabama
$941K -$5.02K -74 -0.5%
PSF
38
Pacific Sun Financial
California
$872K -$18.1K -266 -2%
SEIA
39
Signature Estate & Investment Advisors
California
$822K +$113K +1,658 +16%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$811K -$88.3K -1,300 -10%
SI
41
Stephens Inc
Arkansas
$810K +$789K +11,623 New
SAS
42
Stelac Advisory Services
New York
$690K
AA
43
Advisory Alpha
Michigan
$687K +$26.5K +391 +4%
BFG
44
Berger Financial Group
Minnesota
$673K -$83K -1,222 -11%
SC
45
Scotia Capital
Ontario, Canada
$609K +$69.7K +1,027 +13%
PCA
46
Prosperity Capital Advisors
Ohio
$574K +$557K +8,211 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$563K +$183K +2,703 +50%
HighTower Advisors
48
HighTower Advisors
Illinois
$554K +$173K +2,548 +47%
AFP
49
Ausdal Financial Partners
Iowa
$551K +$219K +3,232 +69%
SCM
50
Sage Capital Management
New Jersey
$504K +$3.06K +45 +0.6%

RSPU Hedge Fund Activity: Q1 2025 in Review

105 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2025, worth a combined $183M — up 12% from $164M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPU positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 35 trimmed.

The largest buyer was UBS Group, adding an estimated $2.82M. The largest seller was Osaic Holdings, cutting an estimated $2.36M.

  • 105 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $183M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2025 was UBS Group, an estimated $2.82M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2025 was Osaic Holdings, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2025.