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Invesco S&P 500 Equal Weight Utilities ETF

103 hedge funds and large institutions have $180M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
34
Reduced
32
Closed
14
Calls
$166K
Puts
$1.11M
Net Calls
-$940K
Net Calls Change
-$1.24M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.1M 272,552 -35,979 -12%
LPL Financial
2
LPL Financial
California
$19.7M 178,283 +1,889 +1%
FAM
3
Flaharty Asset Management
Florida
$19.6M 177,156 +9,125 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.2M 92,246 -112,052 -55%
AWS
5
Atria Wealth Solutions
New York
$7.82M 70,739 -124 -0.2%
Bank of America
6
Bank of America
North Carolina
$7.35M 66,441 -8,888 -12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.28M 56,836 +24,420 +75%
WIP
8
WealthCare Investment Partners
Rhode Island
$5.55M 49,220 +2,311 +5%
Stifel Financial
9
Stifel Financial
Missouri
$5.4M 48,825 +5,828 +14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5M 45,216 +300 +0.7%
MAP
11
Milestone Advisory Partners
North Carolina
$4.99M 45,123 +804 +2%
Ameriprise
12
Ameriprise
Minnesota
$4.76M 42,999 -3,308 -7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.94M 35,618 +30,917 +658%
Wells Fargo
14
Wells Fargo
California
$3.63M 32,850 +1,520 +5%
CAN
15
Cetera Advisor Networks
California
$3.44M 31,125 -208 -0.7%
LOIM
16
Liberty One Investment Management
Illinois
$2.34M 21,136 -132 -0.6%
PCH
17
PGIM Custom Harvest
New Jersey
$2.26M 20,436 +3,687 +22%
FF
18
Friedenthal Financial
New Jersey
$1.94M 17,526 +439 +3%
CAL
19
Capital Analysts LLC
Pennsylvania
$1.91M 17,281 +53 +0.3%
UBS Group
20
UBS Group
Switzerland
$1.88M 16,974 +4,462 +36%
MCC
21
Money Concepts Capital
Florida
$1.61M 14,605 -472,827 -97%
HI
22
Harbour Investments
Wisconsin
$1.39M 12,599 +785 +7%
KM
23
Kalos Management
Georgia
$1.37M 12,434 -31 -0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.3M 11,753 +136 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.26M 11,370 +11,370 New