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Invesco S&P 500 Equal Weight Utilities ETF

116 hedge funds and large institutions have $241M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $227M → $241M (+$13.9M)

5% more funds holding

Funds holding: 110116 (+6)

0.72% more ownership

Funds ownership: 47.21%47.93% (+0.72%)

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
50
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
76
Montis Financial
Massachusetts
$231K +$238K +3,088 New
Truist Financial
77
Truist Financial
North Carolina
$227K +$3.78K +49 +2%
IA
78
Integrity Alliance
Iowa
$221K +$228K +2,961 New
CIA
79
Concurrent Investment Advisors
Florida
$217K +$224K +2,907 New
PD
80
Planning Directions
Pennsylvania
$216K +$223K +2,894 New
FFN
81
Focus Financial Network
Minnesota
$214K -$20.6K -267 -9%
ACM
82
Alethea Capital Management
Washington
$213K -$1.93K -25 -0.9%
SA
83
Sanctuary Advisors
Indiana
$201K +$207K +2,687 New
FP
84
Financial Perspectives
Minnesota
$158K
TCM
85
Tradewinds Capital Management
Washington
$126K +$848 +11 +0.7%
SPIA
86
Steward Partners Investment Advisory
New York
$115K +$1.08K +14 +0.9%
HWA
87
HHM Wealth Advisors
Tennessee
$112K
CAL
88
Capital Analysts LLC
Pennsylvania
$86K
SIS
89
Sound Income Strategies
Florida
$81.9K +$2.85K +37 +4%
Comerica Bank
90
Comerica Bank
Texas
$81.6K
AF
91
Allworth Financial
California
$71.4K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$63K +$6.86K +89 +12%
IA
93
IFP Advisors
Florida
$60K +$231 +3 +0.4%
WP
94
WealthShield Partners
North Carolina
$59.1K
AIM
95
Anchor Investment Management
South Carolina
$52.8K +$15.6K +202 +40%
CFD
96
Creative Financial Designs
Indiana
$49.5K +$309 +4 +0.6%
MCM
97
MAI Capital Management
Ohio
$45.1K
HCM
98
Hollencrest Capital Management
California
$45K +$46.4K +602 New
US Bancorp
99
US Bancorp
Minnesota
$41.7K -$8.1K -105 -16%
LFG
100
Larson Financial Group
Missouri
$38.7K