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Invesco S&P 500 Equal Weight Utilities ETF

104 hedge funds and large institutions have $206M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

Holders
104
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
$295K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11M
2 +$4.88M
3 +$1.99M
4
FAM
Flaharty Asset Management
Florida
+$1.98M
5
Morgan Stanley
Morgan Stanley
New York
+$1.75M

Top Sellers

1 -$9.51M
2 -$6.17M
3 -$3.97M
4
FEM
Fulcrum Equity Management
Texas
-$2.55M
5
LPL Financial
LPL Financial
California
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$1.05K
102
$995
103
$567
104
$227
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122