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Invesco S&P 500 Equal Weight Utilities ETF

110 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

7% more funds holding

Funds holding: 103110 (+7)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.43M)

0.01% less ownership

Funds ownership: 44.93%44.92% (-0.01%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
44
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Walker Asset Management
Missouri
$427K +$6.33K +93 +1%
GRP
52
Global Retirement Partners
California
$370K +$379K +5,574 +11,613%
HighTower Advisors
53
HighTower Advisors
Illinois
$356K -$18.8K -276 -5%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$353K -$262K -3,857 -42%
DWA
55
Delos Wealth Advisors
Texas
$343K -$5.45K -80 -2%
KPWS
56
Kestra Private Wealth Services
Texas
$311K -$1.84K -27 -0.6%
HI
57
Harbour Investments
Wisconsin
$310K +$1.97K +29 +0.6%
AFP
58
Ausdal Financial Partners
Iowa
$308K -$465K -6,827 -59%
ACG
59
Allen Capital Group
Nebraska
$274K
EH
60
Equitable Holdings
New York
$273K +$1.09K +16 +0.4%
FSBI
61
Fearless Solutions (Best Invest)
Texas
$269K +$279K +4,095 New
WS
62
Wedbush Securities
California
$266K +$276K +4,050 New
BRWA
63
B. Riley Wealth Advisors
Florida
$256K
IWC
64
Integrated Wealth Concepts
Massachusetts
$253K +$136 +2 +0.1%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$236K +$136K +2,005 +126%
Truist Financial
66
Truist Financial
North Carolina
$230K +$239K +3,506 New
FAIM
67
Financial Advocates Investment Management
Washington
$226K -$1.43K -21 -0.6%
JCM
68
Jacobi Capital Management
Pennsylvania
$219K +$953 +14 +0.4%
SPC
69
Sigma Planning Corp
Michigan
$217K -$68.5K -1,006 -23%
RFG
70
RFP Financial Group
Georgia
$211K
NWM
71
Nova Wealth Management
Florida
$208K +$215K +3,162 New
FFN
72
Focus Financial Network
Minnesota
$204K +$681 +10 +0.3%
SWM
73
Sanctuary Wealth Management
Idaho
$180K -$18.7K -275 -9%
TRCT
74
Tower Research Capital (TRC)
New York
$173K +$180K +2,639 New
FP
75
Financial Perspectives
Minnesota
$139K

RSPU Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2024, worth a combined $164M — up 6.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPU positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.1M. The largest seller was Financial Services Advisory, exiting entirely with an estimated $1.62M sold.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $164M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2024 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2024 was Osaic Holdings, an estimated $7.1M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2024 was Financial Services Advisory, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2024.