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Invesco S&P 500 Equal Weight Utilities ETF

111 hedge funds and large institutions have $219M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $194M → $219M (+$25.1M)

2.83% more ownership

Funds ownership: 103.17%106% (+2.8%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 112111 (-1)

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
48
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$238K
ACG
77
Allen Capital Group
Nebraska
$226K
PD
78
Planning Directions
Pennsylvania
$224K +$1.31K +22 +0.5%
Creative Planning
79
Creative Planning
Kansas
$206K
LWAC
80
Laurel Wealth Advisors (California)
California
$205K
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$175K +$195K +3,278 New
RAM
82
Riggs Asset Management
Pennsylvania
$171K -$6.05M -101,524 -97%
HGERS
83
Householder Group Estate & Retirement Specialist
Arizona
$131K +$147K +2,460 New
FP
84
Financial Perspectives
Minnesota
$113K
TCM
85
Tradewinds Capital Management
Washington
$82K +$1.07K +18 +1%
FA
86
Flagstar Advisors
New York
$76.3K +$85.3K +1,432 New
AP
87
Advisors Preferred
Maryland
$71K +$5.36K +90 +8%
CHA
88
Carmichael Hill & Associates
Maryland
$61K
US Bancorp
89
US Bancorp
Minnesota
$35K -$6.43K -108 -14%
GRP
90
Global Retirement Partners
California
$34K +$9.65K +162 +36%
FHA
91
First Horizon Advisors
Tennessee
$33K +$4.05K +68 +12%
CFD
92
Creative Financial Designs
Indiana
$32K +$238 +4 +0.7%
SWA
93
SOA Wealth Advisors
New York
$28K
AAP
94
Arax Advisory Partners
Colorado
$25K
Deutsche Bank
95
Deutsche Bank
Germany
$21K +$23.8K +400 New
OPW
96
Oxler Private Wealth
New York
$18.1K
SWM
97
Spire Wealth Management
Virginia
$16K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$15K -$238 -4 -1%
HIA
99
Harbor Investment Advisory
Maryland
$15K
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$14K

RSPU Hedge Fund Activity: Q3 2022 in Review

111 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2022, worth a combined $219M — up 13% from $194M a quarter earlier.

Fund positioning in RSPU was balanced in Q3 2022: 14 funds opened new positions, 14 closed out, 48 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.55M. The largest seller was Riggs Asset Management, cutting an estimated $6.05M.

  • 111 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2022, down from 112 in Q2 2022.
  • Funds reported $219M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2022 and 14 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2022 was Morgan Stanley, an estimated $8.55M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2022 was Riggs Asset Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2022.