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Invesco S&P 500 Equal Weight Utilities ETF

110 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

7% more funds holding

Funds holding: 103110 (+7)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.43M)

0.01% less ownership

Funds ownership: 44.93%44.92% (-0.01%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
44
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
76
Private Trust Company
Ohio
$115K
TCM
77
Tradewinds Capital Management
Washington
$108K +$749 +11 +0.7%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$97.5K +$10.3K +152 +11%
IA
79
IFP Advisors
Florida
$95.1K
CAL
80
Capital Analysts LLC
Pennsylvania
$76K
Comerica Bank
81
Comerica Bank
Texas
$73.2K -$68.1K -1,000 -47%
PS
82
Principal Securities
Iowa
$65.2K +$48.7K +715 +257%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$62.2K +$11.2K +165 +21%
MCM
84
MAI Capital Management
Ohio
$57K +$59K +867 New
FFA
85
Farther Finance Advisors
California
$56K +$17.1K +252 +42%
WP
86
WealthShield Partners
North Carolina
$51.9K
AIM
87
Anchor Investment Management
South Carolina
$46.9K +$10.3K +151 +27%
US Bancorp
88
US Bancorp
Minnesota
$43.5K
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$43.4K -$21.8K -321 -33%
FHA
90
First Horizon Advisors
Tennessee
$43.3K
CFD
91
Creative Financial Designs
Indiana
$42.4K +$272 +4 +0.6%
MFT
92
Moisand Fitzgerald Tamayo
Florida
$39.4K
S
93
SignatureFD
Georgia
$38.1K
AWM
94
AE Wealth Management
Kansas
$36.8K +$38.1K +560 New
LFG
95
Larson Financial Group
Missouri
$34K +$15.5K +228 +79%
MSG
96
Main Street Group
Virginia
$29.7K -$12.1K -178 -28%
AAP
97
Arax Advisory Partners
Colorado
$25.8K
SWM
98
Spire Wealth Management
Virginia
$19.7K
HIA
99
Harbor Investment Advisory
Maryland
$18.1K
CFGS
100
Concourse Financial Group Securities
Alabama
$16.8K

RSPU Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2024, worth a combined $164M — up 6.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPU positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.1M. The largest seller was Financial Services Advisory, exiting entirely with an estimated $1.62M sold.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $164M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2024 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2024 was Osaic Holdings, an estimated $7.1M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2024 was Financial Services Advisory, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2024.