We are live on ! Find out more
RSPU icon

Invesco S&P 500 Equal Weight Utilities ETF

112 hedge funds and large institutions have $194M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

36% more capital invested

Capital invested by funds: $143M → $194M (+$50.9M)

20% more funds holding

Funds holding: 93112 (+19)

7.83% more ownership

Funds ownership: 95.34%103.17% (+7.8%)

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
25
Increased
40
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.3M +$692K +11,660 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$20.2M +$16.1M +270,680 +329%
LPL Financial
3
LPL Financial
California
$19.6M +$10.8M +182,472 +114%
FAM
4
Flaharty Asset Management
Florida
$15.9M +$16.5M +278,020 New
AWS
5
Atria Wealth Solutions
New York
$8.14M -$314K -5,288 -4%
RAM
6
Riggs Asset Management
Pennsylvania
$5.98M -$75.8K -1,278 -1%
MAP
7
Milestone Advisory Partners
North Carolina
$5.92M -$1.76M -29,576 -23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.87M +$179K +3,020 +3%
Wells Fargo
9
Wells Fargo
California
$5.2M +$5.01M +84,434 +1,269%
WAM
10
Worth Asset Management
Texas
$4.07M -$466K -7,846 -10%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$3.68M +$381K +6,424 +11%
MCC
12
Money Concepts Capital
Florida
$3.67M +$3.15M +53,122 +549%
DWA
13
Delos Wealth Advisors
Texas
$3.62M +$1.93M +32,498 +105%
RJA
14
Raymond James & Associates
Florida
$3.45M +$3.27M +55,056 +1,026%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.51M -$1.2M -20,296 -32%
SAS
16
Stelac Advisory Services
New York
$2.48M -$38.6K -650 -1%
FHC
17
First Heartland Consultants
Missouri
$2.42M +$2.24M +37,736 +809%
LOIM
18
Liberty One Investment Management
Illinois
$2.33M -$41.4K -698 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.27M -$1.66K -28 -0.1%
Bank of America
20
Bank of America
North Carolina
$2.26M +$23.4K +394 +1%
CAL
21
Capital Analysts LLC
Pennsylvania
$2.16M +$475 +8 +0%
APA
22
American Portfolios Advisors
New York
$2.07M +$93.9K +1,582 +5%
FF
23
Friedenthal Financial
New Jersey
$2M -$32.2K -542 -2%
GWM
24
Geneos Wealth Management
Colorado
$2M +$772K +13,014 +62%
FIM
25
Freedom Investment Management
Connecticut
$1.96M -$198K -3,338 -9%

RSPU Hedge Fund Activity: Q2 2022 in Review

112 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2022, worth a combined $194M — up 36% from $143M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPU positions and 6 closed out — a net gain of 19 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $16.5M. The largest seller was AE Wealth Management, exiting entirely with an estimated $7.7M sold.

  • 112 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2022, up from 93 in Q1 2022.
  • Funds reported $194M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2022, up 36% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2022 and 6 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2022 was Flaharty Asset Management, an estimated $16.5M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2022 was AE Wealth Management, an estimated $7.7M sold.

Based on aggregated 13F filings for Q2 2022.