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Invesco S&P 500 Equal Weight Utilities ETF

116 hedge funds and large institutions have $240M 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
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.27M
2 +$4.86M
3 +$2.49M
4
LPL Financial
LPL Financial
California
+$1.87M
5
BWL
Bogart Wealth LLC
Virginia
+$1.7M

Top Sellers

1 -$5.49M
2 -$3.3M
3 -$3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.31M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$37.4K
AWM
102
AE Wealth Management
Kansas
$34.7K
HAP
103
Harbor Asset Planning
Massachusetts
$30.9K
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$22.9K
SWM
105
Spire Wealth Management
Virginia
$22.4K
BW
106
Basepoint Wealth
Iowa
$20.9K
HIA
107
Harbor Investment Advisory
Maryland
$20.6K
FHA
108
Flagship Harbor Advisors
Massachusetts
$8.06K
ACA
109
Aptus Capital Advisors
Alabama
$7.48K
CI
110
CX Institutional
Indiana
$4K
ECA
111
Elevated Capital Advisors
Utah
$3.29K
FNWA
112
Financial Network Wealth Advisors
Utah
$2.84K
IRC
113
Investors Research Corp
Georgia
$1.92K
AC
114
AlphaCore Capital
California
$972
FGAM
115
Financial Gravity Asset Management
Texas
$449
HR
116
Howe & Rusling
New York
$154
UWP
117
Uniting Wealth Partners
Kansas
Baird Financial Group
118
Baird Financial Group
Wisconsin
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
MFG
120
Merit Financial Group
Georgia
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
CA
122
Clearstead Advisors
Ohio
IWC
123
Integrated Wealth Concepts
Massachusetts
QCM
124
Quantinno Capital Management
New York
FHC
125
First Heartland Consultants
Missouri