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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

110 hedge funds and large institutions have $216M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

46.52% more ownership

Funds ownership: 46.14% → 92.66% (+47%)

18% more capital invested

Capital invested by funds: $183M → $216M (+$32.6M)

5% more funds holding

Funds holding: 105 → 110 (+5)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
37
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
+$198M
2
Bank of America
Bank of America
North Carolina
+$24.5M
3
LPL Financial
LPL Financial
California
+$11.2M
4
ACM
Alethea Capital Management
Washington
+$6.58M
5
NA
NewEdge Advisors
Louisiana
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$9.05M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.99M
3
UWP
Uniting Wealth Partners
Kansas
-$4.42M
4
DWM
Dakota Wealth Management
Florida
-$3.42M
5
UBS Group
UBS Group
Switzerland
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$124K – – –
TCM
77
Tradewinds Capital Management
Washington
$118K +$700 +10 +0.6%
SPIA
78
Steward Partners Investment Advisory
New York
$109K – – –
HWA
79
HHM Wealth Advisors
Tennessee
$107K – – –
CAL
80
Capital Analysts LLC
Pennsylvania
$82K – – –
Comerica Bank
81
Comerica Bank
Texas
$77.6K – – –
SIS
82
Sound Income Strategies
Florida
$73.3K +$72.2K +1,031 New
PS
83
Principal Securities
Iowa
$71.3K +$630 +9 +0.9%
MCM
84
MAI Capital Management
Ohio
$61.7K -$1.54K -22 -2%
IA
85
IFP Advisors
Florida
$56.9K – – –
WP
86
WealthShield Partners
North Carolina
$56.2K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$51.7K +$6.72K +96 +15%
US Bancorp
88
US Bancorp
Minnesota
$47.1K – – –
FHA
89
First Horizon Advisors
Tennessee
$46.8K – – –
CFD
90
Creative Financial Designs
Indiana
$46.5K +$280 +4 +0.6%
FFL
91
Financial Freedom LLC
Ohio
$46K +$45.3K +647 New
S
92
SignatureFD
Georgia
$41.2K – – –
AWM
93
AE Wealth Management
Kansas
$40.2K +$210 +3 +0.5%
LFG
94
Larson Financial Group
Missouri
$36.8K – – –
AIM
95
Anchor Investment Management
South Carolina
$35.8K -$4.34K -62 -11%
MSG
96
Main Street Group
Virginia
$32.1K – – –
HAP
97
Harbor Asset Planning
Massachusetts
$29K +$28.6K +408 New
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$28.5K -$5.46K -78 -16%
AAP
99
Arax Advisory Partners
Colorado
$27.9K – – –
SWM
100
Spire Wealth Management
Virginia
$21.3K – – –
1 2 3
4
5

RSPU Hedge Fund Activity: Q2 2025 in Review

110 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2025, worth a combined $216M — up 18% from $183M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPU positions and 7 closed out — a net gain of 6 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $198M. The largest seller was Atria Wealth Solutions, cutting an estimated $9.05M.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2025, up from 105 in Q1 2025.
  • Funds reported $216M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2025 and 7 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $198M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $9.05M sold.

Based on aggregated 13F filings for Q2 2025.