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Invesco S&P 500 Equal Weight Utilities ETF
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Overview Fund Activity

104 hedge funds and large institutions have $183M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
38
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.33M
2
SIM
2
Studio Investment Management
Illinois
$4.76M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.13M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.06M
5
NA
5
NewEdge Advisors
Louisiana
$4.87M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.68M
2
ASN
2
Advisory Services Network
Georgia
$3.27M
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
WAS
4
WESPAC Advisors SoCal
California
$0
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNWA
101
Financial Network Wealth Advisors
Utah
$2.65K 38 +38 New
FGAM
102
Financial Gravity Asset Management
Texas
$2.58K 37 +37 New
AC
103
AlphaCore Capital
California
$905 13 +13 New
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$258 3 – –
FEM
105
Fulcrum Equity Management
Texas
– – -10,627 Closed
WAS
106
WESPAC Advisors SoCal
California
– – -8,650 Closed
AAS
107
Avantax Advisory Services
Texas
– – -8,361 Closed
MF
108
Montis Financial
Massachusetts
– – -7,296 Closed
Jane Street
109
Jane Street
New York
– – -6,517 Closed
KPWS
110
Kestra Private Wealth Services
Texas
– – -4,726 Closed
Truist Financial
111
Truist Financial
North Carolina
– – -3,506 Closed
RFG
112
RFP Financial Group
Georgia
– – -3,213 Closed
MFT
113
Moisand Fitzgerald Tamayo
Florida
– – -600 Closed
CFGS
114
Concourse Financial Group Securities
Alabama
– – -250 Closed
BlackRock
115
BlackRock
New York
– – -198 Closed
PA
116
PSI Advisors
Florida
– – -118 Closed
Simplex Trading
117
Simplex Trading
Illinois
– – -73 Closed
AWM
118
Avior Wealth Management
Nebraska
– – -20 Closed
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