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Invesco S&P 500 Equal Weight Utilities ETF

91 hedge funds and large institutions have $142M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
24
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$288K -$34.5K -633 -11%
NA
52
Nottingham Advisors
New York
$286K +$286K +5,235 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$285K -$600K -11,020 -68%
Lido Advisors
54
Lido Advisors
California
$283K -$568K -10,406 -67%
PA
55
PFG Advisors
Arizona
$283K +$32.1K +589 +13%
IWC
56
Integrated Wealth Concepts
Massachusetts
$242K -$8.02K -147 -3%
BRWA
57
B. Riley Wealth Advisors
Florida
$232K +$2.73K +50 +1%
ACG
58
Allen Capital Group
Nebraska
$227K
SWM
59
Sanctuary Wealth Management
Idaho
$202K +$81.1K +1,486 +67%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$145K +$5.46K +100 +4%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$143K +$44.1K +797 +45%
FP
62
Financial Perspectives
Minnesota
$115K
PTC
63
Private Trust Company
Ohio
$106K +$10.1K +186 +11%
BWM
64
BKM Wealth Management
Wisconsin
$103K +$103K +1,881 New
TCM
65
Tradewinds Capital Management
Washington
$87.1K +$764 +14 +0.9%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$74.9K -$43.9K -805 -37%
CHA
67
Carmichael Hill & Associates
Maryland
$62.2K
WP
68
WealthShield Partners
North Carolina
$43.1K
US Bancorp
69
US Bancorp
Minnesota
$36.1K
MSG
70
Main Street Group
Virginia
$34.4K +$34.4K +630 New
CFD
71
Creative Financial Designs
Indiana
$34.3K +$327 +6 +1%
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$34K -$16.6K -305 -33%
SL
73
Salomon & Ludwin
Virginia
$32.1K
S
74
SignatureFD
Georgia
$31.6K +$1.69K +31 +6%
FHA
75
First Horizon Advisors
Tennessee
$27.8K