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Invesco S&P 500 Equal Weight Utilities ETF

116 hedge funds and large institutions have $241M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $227M → $241M (+$13.9M)

5% more funds holding

Funds holding: 110116 (+6)

0.72% more ownership

Funds ownership: 47.21%47.93% (+0.72%)

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
50
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
26
Liberty One Investment Management
Illinois
$2.04M -$597K -7,738 -22%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.01M +$10.5K +136 +0.5%
HI
28
Harbour Investments
Wisconsin
$1.97M +$1.7M +22,029 +511%
Stifel Financial
29
Stifel Financial
Missouri
$1.94M +$12.3K +159 +0.6%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.82M -$42.8K -555 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.78M -$51.5K -668 -3%
FFA
32
Farther Finance Advisors
California
$1.57M +$56.1K +727 +4%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$416K +5,390 +36%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.48M +$300K +3,887 +24%
GWM
35
Geneos Wealth Management
Colorado
$1.45M +$93.9K +1,217 +7%
WIA
36
World Investment Advisors
California
$1.41M +$1.46M +18,870 New
MWS
37
MFA Wealth Services
California
$1.4M +$30.3K +393 +2%
AFP
38
Ausdal Financial Partners
Iowa
$1.32M +$92.2K +1,196 +7%
FAM
39
Flaharty Asset Management
Florida
$1.32M +$94.6K +1,226 +7%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.23M +$536K +6,954 +74%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$1.13M +$348K +4,516 +42%
VFG
42
Victory Financial Group
Texas
$1.11M +$1.15M +14,858 New
SC
43
Scotia Capital
Ontario, Canada
$1.08M +$262K +3,397 +31%
WA
44
Waverly Advisors
Alabama
$931K +$309 +4 +0%
PSF
45
Pacific Sun Financial
California
$930K -$6.17K -80 -0.6%
SEIA
46
Signature Estate & Investment Advisors
California
$892K +$8.48K +110 +0.9%
SI
47
Stephens Inc
Arkansas
$853K -$8.71K -113 -1%
AA
48
Advisory Alpha
Michigan
$802K +$12.3K +159 +2%
BPW
49
BlueDoor Private Wealth
Massachusetts
$776K +$800K +10,379 New
BFG
50
Berger Financial Group
Minnesota
$733K +$8.48K +110 +1%