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Invesco S&P 500 Equal Weight Utilities ETF

112 hedge funds and large institutions have $194M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
25
Increased
40
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
51
WealthOne
New York
$557K +$2.29K +40 +0.4%
CA
52
Calton & Associates
Florida
$552K +$552K +9,674 New
ACM
53
AlphaStar Capital Management
North Carolina
$546K -$82.6K -1,446 -13%
AA
54
Advisory Alpha
Michigan
$543K +$49.3K +862 +10%
UCFA
55
United Capital Financial Advisors
Texas
$517K
MW
56
MBL Wealth
North Carolina
$463K +$147K +2,580 +47%
PAG
57
Private Advisor Group
New Jersey
$448K -$10.3K -180 -2%
SPC
58
Sigma Planning Corp
Michigan
$447K +$89.8K +1,574 +25%
MML Investors Services
59
MML Investors Services
Massachusetts
$427K +$427K +7,478 New
CAG
60
Csenge Advisory Group
Florida
$391K +$391K +6,838 New
TRCT
61
Tower Research Capital (TRC)
New York
$389K +$121K +2,112 +45%
PFC
62
Phocas Financial Corp
California
$388K +$183K +3,200 +89%
WAM
63
Walker Asset Management
Missouri
$384K +$49.4K +864 +15%
Truist Financial
64
Truist Financial
North Carolina
$384K +$172K +3,012 +81%
Ameriprise
65
Ameriprise
Minnesota
$382K +$71.1K +1,246 +23%
IA
66
IFP Advisors
Florida
$379K
DAS
67
Dynamic Advisor Solutions
Arizona
$373K +$373K +6,528 New
Marshall Wace
68
Marshall Wace
United Kingdom
$339K +$339K +5,940 New
BAM
69
Belpointe Asset Management
Nevada
$323K -$48.5K -848 -13%
Lido Advisors
70
Lido Advisors
California
$322K +$52.8K +926 +20%
KFS
71
Kaizen Financial Strategies
California
$297K
BRWA
72
B. Riley Wealth Advisors
Florida
$255K -$192K -3,354 -43%
ACG
73
Allen Capital Group
Nebraska
$242K
MSFS
74
Main Street Financial Solutions
Pennsylvania
$240K +$240K +4,198 New
PD
75
Planning Directions
Pennsylvania
$239K +$1.03K +18 +0.4%