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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

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

36% more capital invested

Capital invested by funds: $143M → $194M (+$50.9M)

20% more funds holding

Funds holding: 93112 (+19)

7.83% more ownership

Funds ownership: 95.34%103.17% (+7.8%)

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
Change in
Stake
W
51
WealthOne
New York
$557K +$2.37K +40 +0.4%
CA
52
Calton & Associates
Florida
$552K +$574K +9,674 New
ACM
53
AlphaStar Capital Management
North Carolina
$546K -$85.8K -1,446 -13%
AA
54
Advisory Alpha
Michigan
$543K +$51.2K +862 +10%
UCFA
55
United Capital Financial Advisors
Texas
$517K
MW
56
MBL Wealth
North Carolina
$463K +$153K +2,580 +47%
PAG
57
Private Advisor Group
New Jersey
$448K -$10.7K -180 -2%
SPC
58
Sigma Planning Corp
Michigan
$447K +$93.4K +1,574 +25%
MML Investors Services
59
MML Investors Services
Massachusetts
$427K +$444K +7,478 New
CAG
60
Csenge Advisory Group
Florida
$391K +$406K +6,838 New
TRCT
61
Tower Research Capital (TRC)
New York
$389K +$125K +2,112 +45%
PFC
62
Phocas Financial Corp
California
$388K +$190K +3,200 +89%
WAM
63
Walker Asset Management
Missouri
$384K +$51.3K +864 +15%
Truist Financial
64
Truist Financial
North Carolina
$384K +$179K +3,012 +81%
Ameriprise
65
Ameriprise
Minnesota
$382K +$73.9K +1,246 +23%
IA
66
IFP Advisors
Florida
$379K
DAS
67
Dynamic Advisor Solutions
Arizona
$373K +$387K +6,528 New
Marshall Wace
68
Marshall Wace
United Kingdom
$339K +$353K +5,940 New
BAM
69
Belpointe Asset Management
Nevada
$323K -$50.3K -848 -13%
Lido Advisors
70
Lido Advisors
California
$322K +$55K +926 +20%
KFS
71
Kaizen Financial Strategies
California
$297K
BRWA
72
B. Riley Wealth Advisors
Florida
$255K -$199K -3,354 -43%
ACG
73
Allen Capital Group
Nebraska
$242K
MSFS
74
Main Street Financial Solutions
Pennsylvania
$240K +$249K +4,198 New
PD
75
Planning Directions
Pennsylvania
$239K +$1.07K +18 +0.4%

RSPU Hedge Fund Activity: Q2 2022 in Review

112 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2022, worth a combined $194M — up 36% from $143M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPU positions and 6 closed out — a net gain of 19 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $16.5M. The largest seller was AE Wealth Management, exiting entirely with an estimated $7.7M sold.

  • 112 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2022, up from 93 in Q1 2022.
  • Funds reported $194M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2022, up 36% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2022 and 6 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2022 was Flaharty Asset Management, an estimated $16.5M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2022 was AE Wealth Management, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2022.