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Invesco S&P 500 Equal Weight Utilities ETF

96 hedge funds and large institutions have $117M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $109M → $117M (+$7.78M)

0.06% more ownership

Funds ownership: 43.65%43.71% (+0.06%)

0% more funds holding

Funds holding: 9696 (0)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
27
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$38.4K -$11.7K -200 -23%
FHA
77
First Horizon Advisors
Tennessee
$38.2K
CFD
78
Creative Financial Designs
Indiana
$36.9K +$234 +4 +0.6%
MSG
79
Main Street Group
Virginia
$36.3K
S
80
SignatureFD
Georgia
$33.6K
AIM
81
Anchor Investment Management
South Carolina
$32.6K +$5.91K +101 +22%
AAP
82
Arax Advisory Partners
Colorado
$27.7K
PS
83
Principal Securities
Iowa
$25.2K -$2.57K -44 -9%
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$19K +$58 +1 +0.3%
SWM
85
Spire Wealth Management
Virginia
$17.4K
LFG
86
Larson Financial Group
Missouri
$16.8K +$16.4K +280 +2,800%
HIA
87
Harbor Investment Advisory
Maryland
$16K
CFGS
88
Concourse Financial Group Securities
Alabama
$14.5K
Jones Financial Companies
89
Jones Financial Companies
Missouri
$14.1K +$5.03K +86 +55%
SPIA
90
Steward Partners Investment Advisory
New York
$13K +$6.08K +104 +87%
CPG
91
Custom Portfolio Group
Colorado
$10.3K
PA
92
PSI Advisors
Florida
$6.85K
ACA
93
Aptus Capital Advisors
Alabama
$5.8K -$4.68K -80 -44%
GRP
94
Global Retirement Partners
California
$2.79K
FNWA
95
Financial Network Wealth Advisors
Utah
$2.21K +$2.22K +38 New
FGAM
96
Financial Gravity Asset Management
Texas
$348 -$4.74K -81 -93%
ACM
97
Alethea Capital Management
Washington
-$645K -11,396 Closed
Jane Street
98
Jane Street
New York
-$583K -10,299 Closed
CBFP
99
Cedar Brook Financial Partners
Ohio
-$574K -10,141 Closed
LNC
100
Lincoln National Corp
Pennsylvania
-$413K -7,302 Closed

RSPU Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2024, worth a combined $117M — up 7.1% from $109M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPU positions and 10 closed out — a net gain of 3 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.24M. The largest seller was Osaic Holdings, cutting an estimated $1.82M.

  • 96 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $117M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $8.24M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2024.