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Invesco S&P 500 Equal Weight Utilities ETF

96 hedge funds and large institutions have $117M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $109M → $117M (+$7.78M)

0.06% more ownership

Funds ownership: 43.65%43.71% (+0.06%)

0% more funds holding

Funds holding: 9696 (0)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
27
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$275K +$1.52K +26 +0.6%
SPC
52
Sigma Planning Corp
Michigan
$253K -$11.4K -195 -4%
ACG
53
Allen Capital Group
Nebraska
$242K
OMC
54
Old Mission Capital
Illinois
$239K +$241K +4,117 New
BRWA
55
B. Riley Wealth Advisors
Florida
$226K -$17.5K -300 -7%
IWC
56
Integrated Wealth Concepts
Massachusetts
$223K -$5.26K -90 -2%
EH
57
Equitable Holdings
New York
$220K +$222K +3,789 New
TRCT
58
Tower Research Capital (TRC)
New York
$215K -$673K -11,508 -76%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$214K +$4.68K +80 +2%
RJA
60
Raymond James & Associates
Florida
$206K -$292 -5 -0.1%
FIM
61
Freedom Investment Management
Connecticut
$205K -$46.2K -790 -18%
FFN
62
Focus Financial Network
Minnesota
$201K +$196K +3,349 New
RFG
63
RFP Financial Group
Georgia
$194K +$141K +2,417 +262%
SWM
64
Sanctuary Wealth Management
Idaho
$175K -$936 -16 -0.5%
Comerica Bank
65
Comerica Bank
Texas
$123K +$18.4K +314 +17%
FP
66
Financial Perspectives
Minnesota
$123K
PTC
67
Private Trust Company
Ohio
$101K
TCM
68
Tradewinds Capital Management
Washington
$93.8K +$643 +11 +0.7%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$93.2K -$10.1K -173 -10%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$78.3K +$63.6K +1,087 +413%
IAIM
71
International Assets Investment Management
Florida
$64.3K +$64.8K +1,107 New
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$63.3K -$72.3K -1,236 -53%
CHA
73
Carmichael Hill & Associates
Maryland
$50.3K
IA
74
IFP Advisors
Florida
$46.4K +$46.8K +800 New
WP
75
WealthShield Partners
North Carolina
$45.8K

RSPU Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2024, worth a combined $117M — up 7.1% from $109M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPU positions and 10 closed out — a net gain of 3 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.24M. The largest seller was Osaic Holdings, cutting an estimated $1.82M.

  • 96 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $117M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $8.24M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2024.