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Invesco S&P 500 Equal Weight Utilities ETF

103 hedge funds and large institutions have $180M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
34
Reduced
32
Closed
14
Calls
$166K
Puts
$1.11M
Net Calls
-$940K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
51
Walker Asset Management
Missouri
$391K -$1.22K -22 -0.3%
KAS
52
Kestra Advisory Services
Texas
$381K -$16.9K -306 -4%
CI
53
CX Institutional
Indiana
$362K +$40K +724 +12%
EH
54
Equitable Holdings
New York
$359K -$28.4K -514 -7%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$359K +$359K +6,490 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$330K +$128K +2,318 +63%
Truist Financial
57
Truist Financial
North Carolina
$314K -$32.7K -592 -9%
W
58
WealthOne
New York
$308K -$216K -3,898 -41%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$306K -$96.3K -1,742 -24%
AAS
60
Avantax Advisory Services
Texas
$290K -$169K -3,052 -37%
PA
61
PFG Advisors
Arizona
$269K +$269K +4,874 New
FFN
62
Focus Financial Network
Minnesota
$258K +$48.4K +876 +23%
BRWA
63
B. Riley Wealth Advisors
Florida
$246K
KFS
64
Kaizen Financial Strategies
California
$238K
MSFS
65
Main Street Financial Solutions
Pennsylvania
$238K +$238K +4,300 New
KFA
66
Kapstone Financial Advisors
Ohio
$234K +$114K +4,042 +94%
ACG
67
Allen Capital Group
Nebraska
$230K
SOS
68
Silver Oak Securities
Tennessee
$216K -$2.21K -40 -1%
MA
69
Mutual Advisors
Nebraska
$206K +$206K +3,730 New
FP
70
Financial Perspectives
Minnesota
$117K
PTC
71
Private Trust Company
Ohio
$96.6K
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$94.8K +$1.11K +20 +1%
TCM
73
Tradewinds Capital Management
Washington
$86.8K +$663 +12 +0.8%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$72.4K +$43.4K +786 +150%
CHA
75
Carmichael Hill & Associates
Maryland
$63K