RSPU icon

Invesco S&P 500 Equal Weight Utilities ETF
RSPU

Overview Fund Activity

93 hedge funds and large institutions have $143M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
32
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.1M
2
AWM
2
AE Wealth Management
Kansas
$7.7M
3
LPL Financial
3
LPL Financial
California
$9.67M
4
RAM
4
Riggs Asset Management
Pennsylvania
$6.41M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.14M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
CL
2
COWA LLC
Oklahoma
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$547K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$473K
5
Ameriprise
5
Ameriprise
Minnesota
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$55K +$55K +908 New
US Bancorp
77
US Bancorp
Minnesota
$46K – – –
TWC
78
TD Waterhouse Canada
Ontario, Canada
$45.8K +$45.8K +746 New
SWA
79
SOA Wealth Advisors
New York
$32K – – –
AAP
80
Arax Advisory Partners
Colorado
$29K – – –
GRP
81
Global Retirement Partners
California
$27K +$27K +448 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$19K -$19K -310 -50%
SWM
83
Spire Wealth Management
Virginia
$18K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$17K -$2.01K -34 -11%
HIA
85
Harbor Investment Advisory
Maryland
$17K – – –
HWMA
86
Heritage Wealth Management (Arizona)
Arizona
$16K +$16K +264 New
HGWM
87
Harvest Group Wealth Management
Massachusetts
$11K -$1.08K -18 -9%
SBL
88
Sargent Bickham Lagudis
Colorado
$10K – – –
TWM
89
Tradition Wealth Management
Minnesota
$4K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1K – – –
SAM
91
Synergy Asset Management
Washington
– -$5.23M -91,602 Closed
CL
92
COWA LLC
Oklahoma
– -$3.13M -38,310 Closed
WWM
93
Western Wealth Management
Colorado
– -$411K -7,266 Closed
AFP
94
Ausdal Financial Partners
Iowa
– -$237K -4,158 Closed
WA
95
Win Advisors
Florida
– -$35K -620 Closed
SFM
96
Signet Financial Management
New Jersey
– -$31K -550 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– -$28K -490 Closed
1 2 3
4