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Invesco S&P 500 Equal Weight Utilities ETF

99 hedge funds and large institutions have $150M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 11 reducing their positions, and 17 closing their positions.

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
75
Reduced
11
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.1M 499,883 +227,331 +83%
FAM
2
Flaharty Asset Management
Florida
$20M 397,801 +220,645 +125%
LPL Financial
3
LPL Financial
California
$13.6M 269,551 +91,268 +51%
AWS
4
Atria Wealth Solutions
New York
$7.61M 151,382 +80,643 +114%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.28M 144,671 +52,425 +57%
Bank of America
6
Bank of America
North Carolina
$6.25M 124,294 +57,853 +87%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.22M 123,726 +66,890 +118%
DWM
8
Dakota Wealth Management
Florida
$4.78M 95,129 +95,129 New
Ameriprise
9
Ameriprise
Minnesota
$4.61M 91,678 +48,679 +113%
WIP
10
WealthCare Investment Partners
Rhode Island
$4.57M 94,794 +45,574 +93%
MAP
11
Milestone Advisory Partners
North Carolina
$4.44M 88,278 +43,155 +96%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.43M 87,997 +42,781 +95%
Wells Fargo
13
Wells Fargo
California
$2.37M 47,132 +14,282 +43%
LOIM
14
Liberty One Investment Management
Illinois
$2.08M 41,437 +20,301 +96%
Stifel Financial
15
Stifel Financial
Missouri
$1.96M 38,945 -9,880 -20%
FF
16
Friedenthal Financial
New Jersey
$1.86M 37,057 +19,531 +111%
UBS Group
17
UBS Group
Switzerland
$1.78M 35,370 +18,396 +108%
Citadel Advisors
18
Citadel Advisors
Florida
$1.7M 33,721 +33,721 New
ASN
19
Advisory Services Network
Georgia
$1.49M 29,725 +29,725 New
HI
20
Harbour Investments
Wisconsin
$1.29M 25,623 +13,024 +103%
JWM
21
Jackson Wealth Management
Florida
$1.25M 24,881 +13,674 +122%
FGAM
22
Financial Gravity Asset Management
Texas
$1.24M 134 +23 +21%
SAS
23
Stelac Advisory Services
New York
$1.11M 22,168 +11,084 +100%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.05M 20,806 +9,053 +77%
SAM
25
SignalPoint Asset Management
Missouri
$1.03M 20,498 +10,439 +104%