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Invesco S&P 500 Equal Weight Utilities ETF

111 hedge funds and large institutions have $233M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
34
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
76
Jacobi Capital Management
Pennsylvania
$200K +$200K +3,442 New
FP
77
Financial Perspectives
Minnesota
$123K
AP
78
Advisors Preferred
Maryland
$109K +$34.2K +590 +46%
CBT
79
CoreFirst Bank & Trust
Kansas
$106K +$106K +1,824 New
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$95.1K -$3.74M -64,300 -98%
TCM
81
Tradewinds Capital Management
Washington
$90.2K +$465 +8 +0.5%
US Bancorp
82
US Bancorp
Minnesota
$66.7K +$28.4K +488 +74%
CHA
83
Carmichael Hill & Associates
Maryland
$66.3K
WAM
84
Worth Asset Management
Texas
$58.3K -$5.38M -92,426 -99%
BAM
85
Belpointe Asset Management
Nevada
$51.2K -$211K -3,624 -80%
MPCL
86
My Personal CFO LLC
Washington
$44.2K +$44.2K +760 New
FHA
87
First Horizon Advisors
Tennessee
$37.7K +$815 +14 +2%
GRP
88
Global Retirement Partners
California
$37.7K +$2.21K +38 +6%
CFD
89
Creative Financial Designs
Indiana
$35.5K +$116 +2 +0.3%
SWA
90
SOA Wealth Advisors
New York
$30.8K
HWMA
91
Heritage Wealth Management (Arizona)
Arizona
$30.7K +$15.4K +264 +100%
Citigroup
92
Citigroup
New York
$30.1K +$30.1K +518 New
AAP
93
Arax Advisory Partners
Colorado
$27.8K
Deutsche Bank
94
Deutsche Bank
Germany
$23.3K
PIMG
95
Patriot Investment Management Group
Tennessee
$20.4K +$20.4K +354 New
SWM
96
Spire Wealth Management
Virginia
$17K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$16.2K -$348 -6 -2%
HIA
98
Harbor Investment Advisory
Maryland
$16.1K
FGAM
99
Financial Gravity Asset Management
Texas
$15.3K -$83.8K -1,266 -85%
ASN
100
Advisory Services Network
Georgia
$14K +$14K +240 New