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Invesco S&P 500 Equal Weight Utilities ETF

85 hedge funds and large institutions have $122M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 22 closing their positions.

Holders
85
Holders Change
-14
Holders Change %
-14.14%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
28
Reduced
35
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
51
Atria Investments
North Carolina
$245K 2,773 -11,990 -81%
ACG
52
Allen Capital Group
Nebraska
$242K 2,737 -7 -0.3%
C
53
Certuity
Florida
$210K 2,370 +2,370 New
OPA
54
Old Port Advisors
Maine
$206K 2,332 -50 -2%
CFA
55
Carroll Financial Associates
North Carolina
$158K 1,795 -50 -3%
FP
56
Financial Perspectives
Minnesota
$145K 1,639
KPW
57
Kore Private Wealth
New York
$109K 1,230 +122 +11%
Kayne Anderson Rudnick Investment Management
58
Kayne Anderson Rudnick Investment Management
California
$106K 1,200 +1,200 New
JCM
59
Jacobi Capital Management
Pennsylvania
$96K 1,083 +6 +0.6%
CAGAS
60
Capital Advisory Group Advisory Services
Minnesota
$80K 900 +400 +80%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$59K 680
CIAS
62
Capital Investment Advisory Services
North Carolina
$50K 570
CHA
63
Carmichael Hill & Associates
Maryland
$50K 570
AAP
64
Arax Advisory Partners
Colorado
$45K 513 +513 New
BW
65
Bison Wealth
Georgia
$40K 452
IA
66
IFP Advisors
Florida
$36K 394 -35,873 -99%
WP
67
WealthShield Partners
North Carolina
$35K 395 +395 New
William Blair & Company
68
William Blair & Company
Illinois
$31K 351
Citigroup
69
Citigroup
New York
$28K 315 +201 +176%
OPS
70
Orion Portfolio Solutions
Nebraska
$25K 286 +286 New
HGWM
71
Harvest Group Wealth Management
Massachusetts
$22K 254 -1 -0.4%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$21K 233 +2 +0.9%
CAC
73
Certified Advisory Corp
Florida
$19K 218 +2 +0.9%
US Bancorp
74
US Bancorp
Minnesota
$16K 178
AWA
75
Arkadios Wealth Advisors
Georgia
$12.6K 143 +1 +0.7%