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Invesco S&P 500 Equal Weight Utilities ETF

105 hedge funds and large institutions have $183M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $164M → $183M (+$18.9M)

1.22% more ownership

Funds ownership: 44.92%46.14% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
38
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Tradewinds Capital Management
Washington
$115K +$747 +11 +0.7%
SPIA
77
Steward Partners Investment Advisory
New York
$106K +$88.5K +1,303 +582%
HWA
78
HHM Wealth Advisors
Tennessee
$104K +$102K +1,500 New
CAL
79
Capital Analysts LLC
Pennsylvania
$80K
Comerica Bank
80
Comerica Bank
Texas
$76K -$1.49K -22 -2%
PS
81
Principal Securities
Iowa
$65.2K
MCM
82
MAI Capital Management
Ohio
$61.9K +$1.49K +22 +3%
IA
83
IFP Advisors
Florida
$55.7K -$43.9K -647 -45%
WP
84
WealthShield Partners
North Carolina
$55K
US Bancorp
85
US Bancorp
Minnesota
$46.1K
FHA
86
First Horizon Advisors
Tennessee
$45.8K
CFD
87
Creative Financial Designs
Indiana
$45.2K +$272 +4 +0.6%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$44.1K -$21.3K -314 -33%
S
89
SignatureFD
Georgia
$40.4K
AIM
90
Anchor Investment Management
South Carolina
$39.3K -$10K -148 -21%
AWM
91
AE Wealth Management
Kansas
$39.2K +$204 +3 +0.5%
LFG
92
Larson Financial Group
Missouri
$36.1K
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$33.4K -$12.4K -182 -28%
MSG
94
Main Street Group
Virginia
$31.5K
AAP
95
Arax Advisory Partners
Colorado
$27.3K
SWM
96
Spire Wealth Management
Virginia
$20.9K
AF
97
Allworth Financial
California
$19.8K +$19.3K +285 New
HIA
98
Harbor Investment Advisory
Maryland
$19.2K
BWL
99
Bogart Wealth LLC
Virginia
$16.7K +$16.3K +240 New
PBK
100
Peoples Bank (Kansas)
Kansas
$7.66K

RSPU Hedge Fund Activity: Q1 2025 in Review

105 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2025, worth a combined $183M — up 12% from $164M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPU positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 35 trimmed.

The largest buyer was UBS Group, adding an estimated $2.82M. The largest seller was Osaic Holdings, cutting an estimated $2.36M.

  • 105 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $183M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2025 was UBS Group, an estimated $2.82M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2025 was Osaic Holdings, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2025.