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Invesco S&P 500 Equal Weight Utilities ETF

110 hedge funds and large institutions have $227M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $216M → $227M (+$11.7M)

0% more funds holding

Funds holding: 110110 (0)

45.46% less ownership

Funds ownership: 92.66%47.21% (-45%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
50
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$613K -$15.6K -210 -3%
SCM
52
Sage Capital Management
New Jersey
$562K +$3.33K +45 +0.6%
JPLA
53
Joseph P. Lucia & Associates
New York
$537K
WAM
54
Walker Asset Management
Missouri
$500K +$26.2K +353 +6%
GRP
55
Global Retirement Partners
California
$434K +$815 +11 +0.2%
Lido Advisors
56
Lido Advisors
California
$391K -$2.89K -39 -0.8%
BMA
57
Brooks Moore & Associates
Tennessee
$386K -$5.56K -75 -1%
EH
58
Equitable Holdings
New York
$383K +$1.63K +22 +0.4%
MFG
59
Merit Financial Group
Georgia
$366K +$354K +4,774 New
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$361K -$10.7K -145 -3%
NWM
61
Nova Wealth Management
Florida
$348K -$8.45K -114 -2%
CA
62
Clearstead Advisors
Ohio
$345K -$20.7K -279 -6%
HI
63
Harbour Investments
Wisconsin
$331K -$20.4K -276 -6%
MCC
64
Money Concepts Capital
Florida
$329K +$95.6K +1,290 +43%
WS
65
Wedbush Securities
California
$307K
ACG
66
Allen Capital Group
Nebraska
$304K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$301K -$20.1K -271 -7%
IWC
68
Integrated Wealth Concepts
Massachusetts
$295K -$370 -5 -0.1%
FSBI
69
Fearless Solutions (Best Invest)
Texas
$263K -$2.22K -30 -0.9%
FFN
70
Focus Financial Network
Minnesota
$240K +$741 +10 +0.3%
JCM
71
Jacobi Capital Management
Pennsylvania
$236K +$1.11K +15 +0.5%
PWM
72
Perigon Wealth Management
California
$231K +$223K +3,014 New
Truist Financial
73
Truist Financial
North Carolina
$229K +$221K +2,982 New
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$228K -$8.89K -120 -4%
ACM
75
Alethea Capital Management
Washington
$220K -$6.75M -91,117 -97%

RSPU Hedge Fund Activity: Q3 2025 in Review

110 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2025, worth a combined $227M — up 5.4% from $216M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RSPU positions and 7 closed out — a net gain of 3 holders — while 50 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $3.16M. The largest seller was Alethea Capital Management, cutting an estimated $6.75M.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $227M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2025 was Bank of America, an estimated $3.16M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2025 was Alethea Capital Management, an estimated $6.75M sold.

Based on aggregated 13F filings for Q3 2025.