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Invesco S&P 500 Equal Weight Utilities ETF

125 hedge funds and large institutions have $263M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $241M → $263M (+$21.8M)

8% more funds holding

Funds holding: 116125 (+9)

0.7% more ownership

Funds ownership: 47.93%48.63% (+0.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
19
Increased
56
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$48.9K
HCM
102
Hollencrest Capital Management
California
$48.8K
US Bancorp
103
US Bancorp
Minnesota
$45.2K
LFG
104
Larson Financial Group
Missouri
$42K
AAP
105
Arax Advisory Partners
Colorado
$41.4K
AWM
106
AE Wealth Management
Kansas
$37.9K +$238 +3 +0.6%
HAP
107
Harbor Asset Planning
Massachusetts
$33.8K +$238 +3 +0.7%
MSG
108
Main Street Group
Virginia
$30K +$29.3K +370 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$26.3K +$1.43K +18 +6%
BW
110
Basepoint Wealth
Iowa
$22.7K
HIA
111
Harbor Investment Advisory
Maryland
$22.4K
EWA
112
EverSource Wealth Advisors
Alabama
$20.3K +$19.8K +250 New
SWM
113
Spire Wealth Management
Virginia
$20.3K -$3.96K -50 -17%
BWL
114
Bogart Wealth LLC
Virginia
$14.5K -$4.75M -60,011 -100%
CI
115
CX Institutional
Indiana
$10K +$5.62K +71 +134%
ACA
116
Aptus Capital Advisors
Alabama
$8.11K
SIC
117
Salem Investment Counselors
North Carolina
$7.06K +$6.89K +87 New
TSMHT
118
Thurston Springer Miller Herd & Titak
Indiana
$4.09K +$3.96K +50 New
ECA
119
Elevated Capital Advisors
Utah
$3.57K
FNWA
120
Financial Network Wealth Advisors
Utah
$3.08K
IRC
121
Investors Research Corp
Georgia
$2.08K
AC
122
AlphaCore Capital
California
$1.05K
MAS
123
MPWM Advisory Solutions
Georgia
$892 +$871 +11 New
FGAM
124
Financial Gravity Asset Management
Texas
$811 +$317 +4 +67%
HR
125
Howe & Rusling
New York
$168