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Invesco S&P 500 Equal Weight Utilities ETF

116 hedge funds and large institutions have $241M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $227M → $241M (+$13.9M)

5% more funds holding

Funds holding: 110116 (+6)

0.72% more ownership

Funds ownership: 47.21%47.93% (+0.72%)

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
50
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$38.1K +$39.3K +510 New
AWM
102
AE Wealth Management
Kansas
$34.7K -$8.1K -105 -18%
HAP
103
Harbor Asset Planning
Massachusetts
$30.9K +$231 +3 +0.7%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$22.9K -$5.25K -68 -18%
SWM
105
Spire Wealth Management
Virginia
$22.4K
BW
106
Basepoint Wealth
Iowa
$20.9K +$21.6K +280 New
HIA
107
Harbor Investment Advisory
Maryland
$20.6K
FHA
108
Flagship Harbor Advisors
Massachusetts
$8.06K +$8.25K +107 New
ACA
109
Aptus Capital Advisors
Alabama
$7.48K
CI
110
CX Institutional
Indiana
$4K -$3.16K -41 -44%
ECA
111
Elevated Capital Advisors
Utah
$3.29K +$3.39K +44 New
FNWA
112
Financial Network Wealth Advisors
Utah
$2.84K
IRC
113
Investors Research Corp
Georgia
$1.92K +$2K +26 New
AC
114
AlphaCore Capital
California
$972
FGAM
115
Financial Gravity Asset Management
Texas
$449 -$1.7K -22 -79%
HR
116
Howe & Rusling
New York
$154
UWP
117
Uniting Wealth Partners
Kansas
-$5.49M -71,591 Closed
Baird Financial Group
118
Baird Financial Group
Wisconsin
-$1.31M -17,116 Closed
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
-$641K -8,361 Closed
MFG
120
Merit Financial Group
Georgia
-$366K -4,774 Closed
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
-$361K -4,712 Closed
CA
122
Clearstead Advisors
Ohio
-$345K -4,498 Closed
IWC
123
Integrated Wealth Concepts
Massachusetts
-$295K -3,850 Closed
QCM
124
Quantinno Capital Management
New York
-$215K -2,802 Closed
FHC
125
First Heartland Consultants
Missouri
-$204K -2,661 Closed