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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
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.27M
2 +$4.86M
3 +$2.49M
4
LPL Financial
LPL Financial
California
+$1.87M
5
BWL
Bogart Wealth LLC
Virginia
+$1.7M

Top Sellers

1 -$5.49M
2 -$3.3M
3 -$3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.31M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
76
Montis Financial
Massachusetts
$231K
Truist Financial
77
Truist Financial
North Carolina
$227K
IA
78
Integrity Alliance
Iowa
$221K
CIA
79
Concurrent Investment Advisors
Florida
$217K
PD
80
Planning Directions
Pennsylvania
$216K
FFN
81
Focus Financial Network
Minnesota
$214K
ACM
82
Alethea Capital Management
Washington
$213K
SA
83
Sanctuary Advisors
Indiana
$201K
FP
84
Financial Perspectives
Minnesota
$158K
TCM
85
Tradewinds Capital Management
Washington
$126K
SPIA
86
Steward Partners Investment Advisory
New York
$115K
HWA
87
HHM Wealth Advisors
Tennessee
$112K
CAL
88
Capital Analysts LLC
Pennsylvania
$86K
SIS
89
Sound Income Strategies
Florida
$81.9K
Comerica Bank
90
Comerica Bank
Texas
$81.6K
AF
91
Allworth Financial
California
$71.4K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$63K
IA
93
IFP Advisors
Florida
$60K
WP
94
WealthShield Partners
North Carolina
$59.1K
AIM
95
Anchor Investment Management
South Carolina
$52.8K
CFD
96
Creative Financial Designs
Indiana
$49.5K
MCM
97
MAI Capital Management
Ohio
$45.1K
HCM
98
Hollencrest Capital Management
California
$45K
US Bancorp
99
US Bancorp
Minnesota
$41.7K
LFG
100
Larson Financial Group
Missouri
$38.7K