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Invesco S&P 500 Equal Weight Utilities ETF

103 hedge funds and large institutions have $155M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

32% more capital invested

Capital invested by funds: $117M → $155M (+$37.8M)

7% more funds holding

Funds holding: 96103 (+7)

1.22% more ownership

Funds ownership: 43.71%44.93% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
32
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$67.5K -$7.33K -116 -11%
CHA
77
Carmichael Hill & Associates
Maryland
$59.6K
WP
78
WealthShield Partners
North Carolina
$54.3K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$53.7K -$35.9K -569 -42%
US Bancorp
80
US Bancorp
Minnesota
$45.5K
FHA
81
First Horizon Advisors
Tennessee
$45.2K
CFD
82
Creative Financial Designs
Indiana
$44K +$316 +5 +0.8%
MSG
83
Main Street Group
Virginia
$43.3K
FFA
84
Farther Finance Advisors
California
$41.2K +$37.9K +600 New
MFT
85
Moisand Fitzgerald Tamayo
Florida
$41.2K +$37.9K +600 New
S
86
SignatureFD
Georgia
$39.8K
AIM
87
Anchor Investment Management
South Carolina
$38.6K +$63 +1 +0.2%
AAP
88
Arax Advisory Partners
Colorado
$26.9K -$5.43K -86 -18%
SWM
89
Spire Wealth Management
Virginia
$20.6K
LFG
90
Larson Financial Group
Missouri
$19.9K
PS
91
Principal Securities
Iowa
$19.1K -$9.85K -156 -36%
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
$19K -$3.35K -53 -16%
HIA
93
Harbor Investment Advisory
Maryland
$19K
CFGS
94
Concourse Financial Group Securities
Alabama
$17.2K
SPIA
95
Steward Partners Investment Advisory
New York
$15.4K
PA
96
PSI Advisors
Florida
$8.11K
PBK
97
Peoples Bank (Kansas)
Kansas
$7.56K +$6.95K +110 New
ACA
98
Aptus Capital Advisors
Alabama
$6.87K
GRP
99
Global Retirement Partners
California
$3.3K
FGC
100
Financial Gravity Companies
Texas
$1.92K +$1.77K +28 New

RSPU Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2024, worth a combined $155M — up 32% from $117M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPU positions and 8 closed out — a net gain of 9 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $2.81M.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $155M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $6.23M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2024 was Morgan Stanley, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2024.