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Invesco S&P 500 Equal Weight Utilities ETF

125 hedge funds and large institutions have $263M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $241M → $263M (+$21.8M)

8% more funds holding

Funds holding: 116125 (+9)

0.7% more ownership

Funds ownership: 47.93%48.63% (+0.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
19
Increased
56
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPW
51
BlueDoor Private Wealth
Massachusetts
$870K +$27.2K +344 +3%
BFG
52
Berger Financial Group
Minnesota
$796K +$158 +2 +0%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$753K +$4.91K +62 +0.7%
PAG
54
Private Advisor Group
New Jersey
$673K +$4.51K +57 +0.7%
FFL
55
Financial Freedom LLC
Ohio
$634K -$139K -1,750 -18%
SAS
56
Stelac Advisory Services
New York
$626K
PWM
57
Perigon Wealth Management
California
$611K +$24.9K +314 +4%
SCM
58
Sage Capital Management
New Jersey
$602K +$3.72K +47 +0.6%
JPLA
59
Joseph P. Lucia & Associates
New York
$578K -$3.96K -50 -0.7%
CIA
60
Concurrent Investment Advisors
Florida
$562K +$318K +4,016 +138%
IA
61
Integrity Alliance
Iowa
$559K +$311K +3,927 +133%
WAM
62
Walker Asset Management
Missouri
$534K +$30.9K +390 +6%
MML Investors Services
63
MML Investors Services
Massachusetts
$533K +$178K +2,247 +52%
HighTower Advisors
64
HighTower Advisors
Illinois
$495K -$36.2K -457 -7%
Goldman Sachs
65
Goldman Sachs
New York
$481K -$2.08M -26,302 -82%
Lido Advisors
66
Lido Advisors
California
$436K +$22K +278 +5%
IWC
67
Integrated Wealth Concepts
Massachusetts
$395K +$385K +4,864 New
MCC
68
Money Concepts Capital
Florida
$376K +$67.8K +856 +23%
NWM
69
Nova Wealth Management
Florida
$356K -$7.76K -98 -2%
EH
70
Equitable Holdings
New York
$345K +$41.3K +522 +13%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$328K
WS
72
Wedbush Securities
California
$324K
ACG
73
Allen Capital Group
Nebraska
$319K -$2.53K -32 -0.8%
BAM
74
Belpointe Asset Management
Nevada
$303K +$295K +3,731 New
FSBI
75
Fearless Solutions (Best Invest)
Texas
$272K