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Invesco S&P 500 Equal Weight Utilities ETF

111 hedge funds and large institutions have $219M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
48
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$618K +$2.66K +50 +0.4%
SPC
52
Sigma Planning Corp
Michigan
$532K +$114K +2,142 +27%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$511K +$511K +9,596 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$510K -$537K -10,076 -51%
W
55
WealthOne
New York
$506K -$13.1K -246 -3%
AA
56
Advisory Alpha
Michigan
$505K -$1.39K -26 -0.3%
AAS
57
Avantax Advisory Services
Texas
$488K -$103K -1,932 -17%
UCFA
58
United Capital Financial Advisors
Texas
$485K +$2.56K +48 +0.5%
PAG
59
Private Advisor Group
New Jersey
$469K +$50.5K +948 +12%
TCWM
60
Total Clarity Wealth Management
Illinois
$429K +$429K +8,050 New
CAG
61
Csenge Advisory Group
Florida
$422K +$57.5K +1,078 +16%
KAS
62
Kestra Advisory Services
Texas
$398K -$125K -2,342 -24%
DAS
63
Dynamic Advisor Solutions
Arizona
$396K +$48.4K +910 +14%
MSFS
64
Main Street Financial Solutions
Pennsylvania
$390K +$166K +3,122 +74%
Truist Financial
65
Truist Financial
North Carolina
$380K +$21.9K +410 +6%
IA
66
IFP Advisors
Florida
$379K
PFC
67
Phocas Financial Corp
California
$362K
WAM
68
Walker Asset Management
Missouri
$358K
Ameriprise
69
Ameriprise
Minnesota
$354K -$2.13K -40 -0.6%
Lido Advisors
70
Lido Advisors
California
$305K +$4.89K +92 +2%
TRCT
71
Tower Research Capital (TRC)
New York
$303K -$60.2K -1,128 -17%
Jane Street
72
Jane Street
New York
$287K -$1.43M -26,736 -83%
KFS
73
Kaizen Financial Strategies
California
$277K
CBFP
74
Cedar Brook Financial Partners
Ohio
$245K +$245K +4,606 New
BAM
75
Belpointe Asset Management
Nevada
$240K -$61.1K -1,146 -20%