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Invesco S&P 500 Equal Weight Utilities ETF

116 hedge funds and large institutions have $241M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $227M → $241M (+$13.9M)

5% more funds holding

Funds holding: 110116 (+6)

0.72% more ownership

Funds ownership: 47.21%47.93% (+0.72%)

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
50
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
51
Financial Freedom LLC
Ohio
$715K +$3.55K +46 +0.5%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$689K +$84.2K +1,092 +13%
HF
53
HRT Financial
New York
$624K +$644K +8,348 New
PAG
54
Private Advisor Group
New Jersey
$616K -$507K -6,575 -44%
SAS
55
Stelac Advisory Services
New York
$577K -$170K -2,200 -22%
SCM
56
Sage Capital Management
New Jersey
$551K +$3.24K +42 +0.6%
PWM
57
Perigon Wealth Management
California
$540K +$324K +4,202 +139%
JPLA
58
Joseph P. Lucia & Associates
New York
$536K +$12.9K +167 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$527K +$544K +7,049 New
HighTower Advisors
60
HighTower Advisors
Illinois
$491K -$110K -1,432 -18%
WAM
61
Walker Asset Management
Missouri
$463K -$25.1K -326 -5%
GRP
62
Global Retirement Partners
California
$424K +$848 +11 +0.2%
TRCT
63
Tower Research Capital (TRC)
New York
$422K +$435K +5,642 New
Lido Advisors
64
Lido Advisors
California
$391K
BMA
65
Brooks Moore & Associates
Tennessee
$339K -$38.6K -500 -10%
NWM
66
Nova Wealth Management
Florida
$335K -$4.24K -55 -1%
MML Investors Services
67
MML Investors Services
Massachusetts
$324K +$334K +4,328 New
EH
68
Equitable Holdings
New York
$306K -$69.3K -898 -18%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$302K +$82.2K +1,066 +36%
WS
70
Wedbush Securities
California
$299K
ACG
71
Allen Capital Group
Nebraska
$297K
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$288K +$154 +2 +0.1%
MCC
73
Money Concepts Capital
Florida
$283K -$39.3K -510 -12%
FSBI
74
Fearless Solutions (Best Invest)
Texas
$251K -$6.17K -80 -2%
JCM
75
Jacobi Capital Management
Pennsylvania
$231K +$1.16K +15 +0.5%