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Invesco S&P 500 Equal Weight Utilities ETF

93 hedge funds and large institutions have $143M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
32
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MW
51
MBL Wealth
North Carolina
$334K +$334K +5,530 New
Ameriprise
52
Ameriprise
Minnesota
$329K -$570K -9,424 -63%
RJA
53
Raymond James & Associates
Florida
$325K +$90.1K +1,488 +38%
5L
54
55I LLC
Massachusetts
$317K +$56.6K +936 +22%
KFS
55
Kaizen Financial Strategies
California
$314K +$66.4K +1,100 +27%
Lido Advisors
56
Lido Advisors
California
$285K +$33.6K +556 +13%
TRCT
57
Tower Research Capital (TRC)
New York
$284K -$214K -3,542 -43%
FHC
58
First Heartland Consultants
Missouri
$282K +$282K +4,664 New
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$274K +$139K +2,304 +104%
FFN
60
Focus Financial Network
Minnesota
$268K +$268K +4,428 New
ACG
61
Allen Capital Group
Nebraska
$257K
PD
62
Planning Directions
Pennsylvania
$252K +$1.09K +18 +0.4%
SOS
63
Silver Oak Securities
Tennessee
$246K +$246K +3,940 New
LWAC
64
Laurel Wealth Advisors (California)
California
$233K
Truist Financial
65
Truist Financial
North Carolina
$224K +$224K +3,704 New
PFC
66
Phocas Financial Corp
California
$218K
JCM
67
Jacobi Capital Management
Pennsylvania
$218K +$846 +14 +0.4%
JWCA
68
J.W. Cole Advisors
Florida
$215K
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$194K -$13.3K -220 -6%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$154K
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$137K -$10.7K -176 -7%
FP
72
Financial Perspectives
Minnesota
$128K
TCM
73
Tradewinds Capital Management
Washington
$95K +$485 +8 +0.5%
PFS
74
Prospera Financial Services
Texas
$81K +$81K +1,340 New
CHA
75
Carmichael Hill & Associates
Maryland
$69K