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Invesco S&P 500 Equal Weight Utilities ETF

125 hedge funds and large institutions have $263M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $241M → $263M (+$21.8M)

8% more funds holding

Funds holding: 116125 (+9)

0.7% more ownership

Funds ownership: 47.93%48.63% (+0.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
19
Increased
56
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$252K +$1.19K +15 +0.5%
RPGK
77
Retirement Planning Group (Kansas)
Kansas
$231K +$226K +2,848 New
Creative Planning
78
Creative Planning
Kansas
$222K +$217K +2,734 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$219K -$1.09M -13,712 -84%
FHC
80
First Heartland Consultants
Missouri
$215K +$210K +2,653 New
SA
81
Sanctuary Advisors
Indiana
$213K -$4.67K -59 -2%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$212K +$207K +2,608 New
PD
83
Planning Directions
Pennsylvania
$211K -$23.1K -292 -10%
FFN
84
Focus Financial Network
Minnesota
$209K -$22.9K -289 -10%
SPC
85
Sigma Planning Corp
Michigan
$208K +$203K +2,559 New
MA
86
Mutual Advisors
Nebraska
$204K +$200K +2,520 New
FP
87
Financial Perspectives
Minnesota
$171K
TCM
88
Tradewinds Capital Management
Washington
$137K +$871 +11 +0.7%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$131K +$61.5K +777 +92%
SPIA
90
Steward Partners Investment Advisory
New York
$125K
HWA
91
HHM Wealth Advisors
Tennessee
$122K
CAL
92
Capital Analysts LLC
Pennsylvania
$94K
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$88.5K +$86.4K +1,091 New
SIS
94
Sound Income Strategies
Florida
$87.1K
AIM
95
Anchor Investment Management
South Carolina
$73.6K +$16K +202 +29%
IA
96
IFP Advisors
Florida
$64.9K -$238 -3 -0.4%
WP
97
WealthShield Partners
North Carolina
$64.1K
AF
98
Allworth Financial
California
$54.3K -$22.6K -285 -30%
CFD
99
Creative Financial Designs
Indiana
$54K +$317 +4 +0.6%
AAS
100
Ameritas Advisory Services
Nebraska
$51.2K +$50K +631 New