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Invesco S&P 500 Equal Weight Utilities ETF

111 hedge funds and large institutions have $233M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
34
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
101
PSI Advisors
Florida
$13.1K +$13.1K +226 New
SBL
102
Sargent Bickham Lagudis
Colorado
$9.89K
CSPIA
103
Cary Street Partners Investment Advisory
Virginia
$9.54K +$9.54K +164 New
SPIA
104
Steward Partners Investment Advisory
New York
$5K -$1.28K -22 -20%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$3.83K -$5.34K -92 -58%
AC
106
AlphaCore Capital
California
$1.16K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1K
LFG
108
Larson Financial Group
Missouri
$582 -$116 -2 -17%
SL
109
Savior LLC
Massachusetts
$233
HGWM
110
Harvest Group Wealth Management
Massachusetts
$116
NA
111
NewEdge Advisors
Louisiana
$68 -$1.26K -21,568 -95%
Prudential Financial
112
Prudential Financial
New Jersey
-$1.24M -21,182 Closed
BCM
113
Brookstone Capital Management
Illinois
-$946K -18,658 Closed
PAG
114
Private Advisor Group
New Jersey
-$469K -8,796 Closed
MSFS
115
Main Street Financial Solutions
Pennsylvania
-$390K -7,320 Closed
PFC
116
Phocas Financial Corp
California
-$362K -6,800 Closed
Jane Street
117
Jane Street
New York
-$287K -5,380 Closed
ACG
118
Allen Capital Group
Nebraska
-$226K -4,244 Closed
Creative Planning
119
Creative Planning
Kansas
-$206K -3,874 Closed
RAM
120
Riggs Asset Management
Pennsylvania
-$171K -3,200 Closed
HGERS
121
Householder Group Estate & Retirement Specialist
Arizona
-$131K -2,460 Closed
FA
122
Flagstar Advisors
New York
-$76.3K -1,432 Closed
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
-$19 -310 Closed
OPW
124
Oxler Private Wealth
New York
-$18.1K