Invesco S&P 500 Equal Weight Utilities ETF
RSPU
103 hedge funds and large institutions have $155M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
32% more capital invested
Capital invested by funds: $117M → $155M (+$37.8M)
7% more funds holding
Funds holding: 96 → 103 (+7)
1.22% more ownership
Funds ownership: 43.71% → 44.93% (+1.2%)
7% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.43M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.4M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.71M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.81M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$769K |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$758K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$551K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| $687 | +$632 | +10 | New |
|
|
NP
102
NorthRock Partners
Minneapolis,
Minnesota
| $138 | +$126 | +2 | New |
|
|
103
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.45M | -25,020 | Closed |
|
|
FIA
104
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$758K | -13,062 | Closed |
|
|
105
Citadel Advisors
Miami,
Florida
| – | -$551K | -9,494 | Closed |
|
|
OMC
106
Old Mission Capital
Chicago,
Illinois
| – | -$239K | -4,117 | Closed |
|
|
TRCT
107
Tower Research Capital (TRC)
New York
| – | -$215K | -3,704 | Closed |
|
108
Neuberger Berman Group
New York
| – | -$214K | -3,694 | Closed |
|
|
IAIM
109
International Assets Investment Management
Orlando,
Florida
| – | -$64.3K | -1,107 | Closed |
|
|
FNWA
110
Financial Network Wealth Advisors
Murray,
Utah
| – | -$2.21K | -38 | Closed |
|
111
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$126 | +2 | New |
|
RSPU Hedge Fund Activity: Q3 2024 in Review
103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2024, worth a combined $155M — up 32% from $117M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new RSPU positions and 8 closed out — a net gain of 9 holders — while 32 added to existing stakes and 30 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $2.81M.
- 103 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2024, up from 96 in Q2 2024.
- Funds reported $155M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2024, up 32% quarter-over-quarter.
- 17 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $6.23M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2024 was Morgan Stanley, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2024.