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Invesco S&P 500 Equal Weight Utilities ETF

103 hedge funds and large institutions have $180M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 104103 (-1)

12% less capital invested

Capital invested by funds: $206M → $180M (-$25.7M)

30.67% less ownership

Funds ownership: 130.98%100.31% (-31%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

85% less call options, than puts

Call options by funds: $166K | Put options by funds: $1.11M

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
34
Reduced
32
Closed
14
Calls
$166K
Puts
$1.11M
Net Calls
-$940K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Sanctuary Wealth Management
Idaho
$47.3K +$48.3K +856 New
WP
77
WealthShield Partners
North Carolina
$43.7K
US Bancorp
78
US Bancorp
Minnesota
$36.6K +$226 +4 +0.6%
CFD
79
Creative Financial Designs
Indiana
$34.2K +$226 +4 +0.7%
SWA
80
SOA Wealth Advisors
New York
$29.3K
FHA
81
First Horizon Advisors
Tennessee
$28.2K
AAP
82
Arax Advisory Partners
Colorado
$26.4K
GRP
83
Global Retirement Partners
California
$24.8K -$11.4K -202 -31%
SWM
84
Spire Wealth Management
Virginia
$16.6K
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$15.7K +$34.1K +604 +315%
HIA
86
Harbor Investment Advisory
Maryland
$15.3K
Simplex Trading
87
Simplex Trading
Illinois
$12K +$8.92K +158 +226%
SPIA
88
Steward Partners Investment Advisory
New York
$11.4K
AIM
89
Anchor Investment Management
South Carolina
$11.1K +$11.3K +200 New
GEA
90
Glen Eagle Advisors
New Jersey
$9.62K
FGAM
91
Financial Gravity Asset Management
Texas
$9.52K -$226 -4 -2%
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$9.07K
PA
93
PSI Advisors
Florida
$6.52K
ACA
94
Aptus Capital Advisors
Alabama
$5.53K +$5.64K +100 New
HS
95
Horan Securities
United States
$4.25K
TC
96
Truvestments Capital
Florida
$3.87K
TWC
97
TD Waterhouse Canada
Ontario, Canada
$3.67K
IPW
98
Impact Partnership Wealth
Georgia
$3.65K +$3.73K +66 New
WP
99
WealthPLAN Partners
Nebraska
$1.77K
AC
100
AlphaCore Capital
California
$1.11K

RSPU Hedge Fund Activity: Q2 2023 in Review

103 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2023, worth a combined $180M — down 12% from $206M a quarter earlier.

Fund positioning in RSPU was balanced in Q2 2023: 14 funds opened new positions, 14 closed out, 34 added to existing stakes and 32 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.49M. The largest seller was Money Concepts Capital, cutting an estimated $53.4M.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2023, down from 104 in Q1 2023.
  • Funds reported $180M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2023, down 12% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2023 and 14 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $3.49M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2023 was Money Concepts Capital, an estimated $53.4M sold.

Based on aggregated 13F filings for Q2 2023.