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Invesco S&P 500 Equal Weight Utilities ETF

83 hedge funds and large institutions have $79.1M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
22
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$222K +$69.8K +1,224 +46%
RJA
52
Raymond James & Associates
Florida
$221K +$221K +3,880 New
LWAC
53
Laurel Wealth Advisors (California)
California
$220K +$220K +3,854 New
NFG
54
Next Financial Group
Texas
$208K -$2.85K -50 -1%
JCM
55
Jacobi Capital Management
Pennsylvania
$205K +$913 +16 +0.4%
PFC
56
Phocas Financial Corp
California
$205K +$205K +3,600 New
JWCA
57
J.W. Cole Advisors
Florida
$203K +$203K +3,554 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$196K +$9.38K +164 +5%
CFA
59
Carroll Financial Associates
North Carolina
$178K
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$146K
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$139K +$139K +2,438 New
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$127K +$62.1K +1,088 +96%
FP
63
Financial Perspectives
Minnesota
$121K
TCM
64
Tradewinds Capital Management
Washington
$89K +$571 +10 +0.6%
MCC
65
Money Concepts Capital
Florida
$66K +$66K +1,156 New
CHA
66
Carmichael Hill & Associates
Maryland
$65K
US Bancorp
67
US Bancorp
Minnesota
$44K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$35K -$15.8K -280 -31%
WA
69
Win Advisors
Florida
$35K +$35K +620 New
SFM
70
Signet Financial Management
New Jersey
$31K +$31K +550 New
SWA
71
SOA Wealth Advisors
New York
$30K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$28K -$8.34K -146 -23%
AAP
73
Arax Advisory Partners
Colorado
$27K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$18K
SWM
75
Spire Wealth Management
Virginia
$17K