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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

112 hedge funds and large institutions have $194M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

36% more capital invested

Capital invested by funds: $143M → $194M (+$50.9M)

20% more funds holding

Funds holding: 93 → 112 (+19)

7.83% more ownership

Funds ownership: 95.34% → 103.17% (+7.8%)

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
25
Increased
40
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
+$16.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$16.1M
3
LPL Financial
LPL Financial
California
+$10.8M
4
Wells Fargo
Wells Fargo
California
+$5.01M
5
RJA
Raymond James & Associates
Florida
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$7.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.19M
3
MAP
Milestone Advisory Partners
North Carolina
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.2M
5
Goldman Sachs
Goldman Sachs
New York
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
76
55I LLC
Massachusetts
$238K -$64K -1,078 -21%
EH
77
Equitable Holdings
New York
$228K +$237K +3,986 New
SOS
78
Silver Oak Securities
Tennessee
$221K +$237 +4 +0.1%
Creative Planning
79
Creative Planning
Kansas
$221K +$230K +3,874 New
LWAC
80
Laurel Wealth Advisors (California)
California
$220K – – –
JCM
81
Jacobi Capital Management
Pennsylvania
$207K +$950 +16 +0.4%
JWCA
82
J.W. Cole Advisors
Florida
$203K – – –
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$183K – – –
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$129K – – –
FP
85
Financial Perspectives
Minnesota
$121K – – –
TCM
86
Tradewinds Capital Management
Washington
$87K -$2.49K -42 -3%
AP
87
Advisors Preferred
Maryland
$68K +$71K +1,196 New
CHA
88
Carmichael Hill & Associates
Maryland
$65K – – –
TWC
89
TD Waterhouse Canada
Ontario, Canada
$49.2K +$25K +422 +57%
US Bancorp
90
US Bancorp
Minnesota
$44K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$35K -$18K -304 -33%
CFD
92
Creative Financial Designs
Indiana
$34K +$35.8K +604 New
FHA
93
First Horizon Advisors
Tennessee
$32K +$33.6K +566 New
SWA
94
SOA Wealth Advisors
New York
$30K – – –
AAP
95
Arax Advisory Partners
Colorado
$27K – – –
GRP
96
Global Retirement Partners
California
$26K – – –
SWM
97
Spire Wealth Management
Virginia
$17K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$17K +$119 +2 +0.7%
HIA
99
Harbor Investment Advisory
Maryland
$16K – – –
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$15.1K – – –
1 2 3
4
5

RSPU Hedge Fund Activity: Q2 2022 in Review

112 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2022, worth a combined $194M — up 36% from $143M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPU positions and 6 closed out — a net gain of 19 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $16.5M. The largest seller was AE Wealth Management, exiting entirely with an estimated $7.7M sold.

  • 112 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2022, up from 93 in Q1 2022.
  • Funds reported $194M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2022, up 36% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2022 and 6 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2022 was Flaharty Asset Management, an estimated $16.5M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2022 was AE Wealth Management, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2022.