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Invesco S&P 500 Equal Weight Utilities ETF

105 hedge funds and large institutions have $183M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $164M → $183M (+$18.9M)

1.22% more ownership

Funds ownership: 44.92%46.14% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
38
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
51
Joseph P. Lucia & Associates
New York
$488K -$6.79K -100 -1%
TRCT
52
Tower Research Capital (TRC)
New York
$455K +$264K +3,896 +148%
WAM
53
Walker Asset Management
Missouri
$446K -$6.18K -91 -1%
Lido Advisors
54
Lido Advisors
California
$380K -$73.2K -1,078 -16%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$365K +$116K +1,708 +48%
DWA
56
Delos Wealth Advisors
Texas
$363K
EH
57
Equitable Holdings
New York
$346K +$55.4K +816 +20%
CA
58
Clearstead Advisors
Ohio
$346K +$337K +4,967 New
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$346K +$337K +4,964 New
HI
60
Harbour Investments
Wisconsin
$331K +$2.1K +31 +0.7%
NWM
61
Nova Wealth Management
Florida
$306K +$83.2K +1,226 +39%
WS
62
Wedbush Securities
California
$279K -$3.39K -50 -1%
ACG
63
Allen Capital Group
Nebraska
$276K -$13.4K -198 -5%
IWC
64
Integrated Wealth Concepts
Massachusetts
$268K +$136 +2 +0.1%
FSBI
65
Fearless Solutions (Best Invest)
Texas
$256K -$28.5K -420 -10%
FAIM
66
Financial Advocates Investment Management
Washington
$232K -$7.4K -109 -3%
CI
67
CX Institutional
Indiana
$223K +$218K +3,207 New
IA
68
Integrity Alliance
Iowa
$221K +$215K +3,174 New
SPC
69
Sigma Planning Corp
Michigan
$218K -$11.3K -167 -5%
FFN
70
Focus Financial Network
Minnesota
$217K +$747 +11 +0.4%
JCM
71
Jacobi Capital Management
Pennsylvania
$212K -$19.2K -283 -9%
FP
72
Financial Perspectives
Minnesota
$147K
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$128K +$134K +1,981 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$123K +$19K +280 +19%
PTC
75
Private Trust Company
Ohio
$122K

RSPU Hedge Fund Activity: Q1 2025 in Review

105 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2025, worth a combined $183M — up 12% from $164M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPU positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 35 trimmed.

The largest buyer was UBS Group, adding an estimated $2.82M. The largest seller was Osaic Holdings, cutting an estimated $2.36M.

  • 105 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $183M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2025 was UBS Group, an estimated $2.82M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2025 was Osaic Holdings, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2025.