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Invesco S&P 500 Equal Weight Utilities ETF

111 hedge funds and large institutions have $233M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
34
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.1M 293,096 -518 -0.2%
Osaic Holdings
2
Osaic Holdings
Arizona
$25.4M 217,767 +22,652 +12%
LPL Financial
3
LPL Financial
California
$22.8M 196,323 +2,516 +1%
FAM
4
Flaharty Asset Management
Florida
$17.5M 150,601 +69 +0%
Wells Fargo
5
Wells Fargo
California
$13.4M 115,213 +25,854 +29%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.1M 86,863 +27,624 +47%
AWS
7
Atria Wealth Solutions
New York
$8.58M 73,741 +409 +0.6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.14M 61,364 +10,724 +21%
Bank of America
9
Bank of America
North Carolina
$6.72M 57,756 +23,359 +68%
MAP
10
Milestone Advisory Partners
North Carolina
$5.19M 44,628 -7,501 -14%
CAN
11
Cetera Advisor Networks
California
$4.32M 37,110 -2,948 -7%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$4.29M 36,917 +2,643 +8%
WIP
13
WealthCare Investment Partners
Rhode Island
$4.15M 35,688 +12,841 +56%
Stifel Financial
14
Stifel Financial
Missouri
$3.98M 34,186 +3,566 +12%
CA
15
Calton & Associates
Florida
$3.95M 33,992 +13,785 +68%
MCC
16
Money Concepts Capital
Florida
$3.54M 30,455 -214 -0.7%
RJA
17
Raymond James & Associates
Florida
$3.34M 28,748 -1,595 -5%
DWA
18
Delos Wealth Advisors
Texas
$2.8M 24,026 -12,150 -34%
PCH
19
PGIM Custom Harvest
New Jersey
$2.68M 23,009 +23,009 New
FEM
20
Fulcrum Equity Management
Texas
$2.55M 21,914 -1,280 -6%
SAS
21
Stelac Advisory Services
New York
$2.54M 21,850
LOIM
22
Liberty One Investment Management
Illinois
$2.49M 21,392 -255 -1%
KM
23
Kalos Management
Georgia
$2.1M 18,010 +1,315 +8%
CAL
24
Capital Analysts LLC
Pennsylvania
$1.96M 16,867 +1,010 +6%
FIM
25
Freedom Investment Management
Connecticut
$1.96M 16,843 +155 +0.9%