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Invesco S&P 500 Equal Weight Utilities ETF

72 hedge funds and large institutions have $53.2M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CHA
51
Carmichael Hill & Associates
Maryland
$59K 570
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$47K 450
WP
53
WealthShield Partners
North Carolina
$41K 395
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$31K 297 -101 -25%
SWA
55
SOA Wealth Advisors
New York
$27K 265
AAP
56
Arax Advisory Partners
Colorado
$25K 239 +239 New
HGWM
57
Harvest Group Wealth Management
Massachusetts
$25K 240 +240 New
US Bancorp
58
US Bancorp
Minnesota
$22K 213
Fidelity Investments
59
Fidelity Investments
Massachusetts
$17K 161 +98 +156%
SWM
60
Spire Wealth Management
Virginia
$15K 150
PCA
61
Providence Capital Advisors
North Carolina
$15K 150 +150 New
HWMA
62
Heritage Wealth Management (Arizona)
Arizona
$14K 132 -97 -42%
HIA
63
Harbor Investment Advisory
Maryland
$14K 138
Citigroup
64
Citigroup
New York
$11K 106
SBL
65
Sargent Bickham Lagudis
Colorado
$9K 85
AWA
66
Arkadios Wealth Advisors
Georgia
$7K 68
ASN
67
Advisory Services Network
Georgia
$7K 66 +66 New
LSA
68
Lion Street Advisors
Texas
$4.13K 40 +40 New
TWM
69
Tradition Wealth Management
Minnesota
$4K 37 +37 New
GRP
70
Global Retirement Partners
California
$2K 24
Ameriprise
71
Ameriprise
Minnesota
-6,995 Closed
Stifel Financial
72
Stifel Financial
Missouri
-4,062 Closed
AWM
73
AE Wealth Management
Kansas
-3,499 Closed
SCA
74
Snowden Capital Advisors
New York
-3,332 Closed
WAP
75
Wealthcare Advisory Partners
Pennsylvania
-241 Closed