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Invesco S&P 500 Equal Weight Utilities ETF

91 hedge funds and large institutions have $142M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
24
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.2M 865,870 +365,987 +73%
LPL Financial
2
LPL Financial
California
$15M 274,660 +5,109 +2%
AWS
3
Atria Wealth Solutions
New York
$8.12M 148,883 -2,499 -2%
Bank of America
4
Bank of America
North Carolina
$7.02M 128,629 +4,335 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.81M 106,504 -38,167 -26%
DWM
6
Dakota Wealth Management
Florida
$5.12M 93,836 -1,293 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.82M 88,275 -35,451 -29%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.79M 87,831 -166 -0.2%
WIP
9
WealthCare Investment Partners
Rhode Island
$4.49M 80,412 -14,382 -15%
Wells Fargo
10
Wells Fargo
California
$2.24M 40,983 -6,149 -13%
LOIM
11
Liberty One Investment Management
Illinois
$2.21M 40,526 -911 -2%
FF
12
Friedenthal Financial
New Jersey
$2.13M 39,048 +1,991 +5%
ASN
13
Advisory Services Network
Georgia
$1.88M 34,463 +4,738 +16%
UBS Group
14
UBS Group
Switzerland
$1.85M 33,917 -1,453 -4%
PAG
15
Private Advisor Group
New Jersey
$1.67M 30,688 +13,257 +76%
Stifel Financial
16
Stifel Financial
Missouri
$1.67M 30,577 -8,368 -21%
Citadel Advisors
17
Citadel Advisors
Florida
$1.58M 28,934 -4,787 -14%
FAM
18
Flaharty Asset Management
Florida
$1.42M 26,055 -371,746 -93%
FGAM
19
Financial Gravity Asset Management
Texas
$1.25M 160 +26 +19%
JWM
20
Jackson Wealth Management
Florida
$1.21M 22,251 -2,630 -11%
SAM
21
SignalPoint Asset Management
Missouri
$1.16M 21,285 +787 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.05M 19,196 -353 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.04M 18,999 -1,807 -9%
GWM
24
Geneos Wealth Management
Colorado
$990K 18,146 -1,973 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$938K 17,195 +4,719 +38%