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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

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

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

32% more capital invested

Capital invested by funds: $117M → $155M (+$37.8M)

7% more funds holding

Funds holding: 96 → 103 (+7)

1.22% more ownership

Funds ownership: 43.71% → 44.93% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.48%
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
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.23M
2
LPL Financial
LPL Financial
California
+$3.43M
3
KAS
Kestra Advisory Services
Texas
+$3.4M
4
NA
NewEdge Advisors
Louisiana
+$2.71M
5
FSA
Financial Services Advisory
Maryland
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.45M
3
FAM
Flaharty Asset Management
Florida
-$769K
4
FIA
Foundations Investment Advisors
Arizona
-$758K
5
Citadel Advisors
Citadel Advisors
Florida
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$389K +$30.8K +487 +9%
DWA
52
Delos Wealth Advisors
Texas
$364K – – –
KPWS
53
Kestra Private Wealth Services
Texas
$327K +$300K +4,753 New
HI
54
Harbour Investments
Wisconsin
$322K -$3.54K -56 -1%
RJA
55
Raymond James & Associates
Florida
$300K +$51.2K +811 +23%
SPC
56
Sigma Planning Corp
Michigan
$296K -$3.16K -50 -1%
ACG
57
Allen Capital Group
Nebraska
$286K – – –
EH
58
Equitable Holdings
New York
$284K +$22K +349 +9%
BRWA
59
B. Riley Wealth Advisors
Florida
$270K – – –
IWC
60
Integrated Wealth Concepts
Massachusetts
$264K +$189 +3 +0.1%
FAIM
61
Financial Advocates Investment Management
Washington
$237K +$218K +3,454 New
JCM
62
Jacobi Capital Management
Pennsylvania
$228K +$209K +3,314 New
FIM
63
Freedom Investment Management
Connecticut
$227K -$15K -238 -7%
RFG
64
RFP Financial Group
Georgia
$221K -$7.96K -126 -4%
FFN
65
Focus Financial Network
Minnesota
$212K -$16.5K -261 -8%
SWM
66
Sanctuary Wealth Management
Idaho
$207K – – –
PD
67
Planning Directions
Pennsylvania
$205K +$189K +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 +$632 +10 +0.6%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$109K +$85K +1,346 +554%
IA
73
IFP Advisors
Florida
$99.4K +$40.9K +647 +81%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$91.5K -$17.2K -273 -17%
CAL
75
Capital Analysts LLC
Pennsylvania
$79K -$306K -4,843 -81%
1 2
3
4 5

RSPU Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2024, worth a combined $155M — up 32% from $117M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPU positions and 8 closed out — a net gain of 9 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $2.81M.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $155M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $6.23M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2024 was Morgan Stanley, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2024.