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Invesco S&P 500 Equal Weight Utilities ETF

103 hedge funds and large institutions have $155M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
32
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$389K +$33.3K +487 +9%
DWA
52
Delos Wealth Advisors
Texas
$364K
KPWS
53
Kestra Private Wealth Services
Texas
$327K +$327K +4,753 New
HI
54
Harbour Investments
Wisconsin
$322K -$3.85K -56 -1%
RJA
55
Raymond James & Associates
Florida
$300K +$55.7K +811 +23%
SPC
56
Sigma Planning Corp
Michigan
$296K -$3.44K -50 -1%
ACG
57
Allen Capital Group
Nebraska
$286K
EH
58
Equitable Holdings
New York
$284K +$24K +349 +9%
BRWA
59
B. Riley Wealth Advisors
Florida
$270K
IWC
60
Integrated Wealth Concepts
Massachusetts
$264K +$206 +3 +0.1%
FAIM
61
Financial Advocates Investment Management
Washington
$237K +$237K +3,454 New
JCM
62
Jacobi Capital Management
Pennsylvania
$228K +$228K +3,314 New
FIM
63
Freedom Investment Management
Connecticut
$227K -$16.3K -238 -7%
RFG
64
RFP Financial Group
Georgia
$221K -$8.66K -126 -4%
FFN
65
Focus Financial Network
Minnesota
$212K -$17.9K -261 -8%
SWM
66
Sanctuary Wealth Management
Idaho
$207K
PD
67
Planning Directions
Pennsylvania
$205K +$205K +2,989 New
Comerica Bank
68
Comerica Bank
Texas
$145K
FP
69
Financial Perspectives
Minnesota
$145K
PTC
70
Private Trust Company
Ohio
$120K
TCM
71
Tradewinds Capital Management
Washington
$112K +$687 +10 +0.6%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$109K +$92K +1,346 +554%
IA
73
IFP Advisors
Florida
$99.4K +$44.4K +647 +81%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$91.5K -$18.8K -273 -17%
CAL
75
Capital Analysts LLC
Pennsylvania
$79K -$332K -4,843 -81%