RSPU icon

Invesco S&P 500 Equal Weight Utilities ETF

96 hedge funds and large institutions have $109M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$17.2M 303,215 +28,555 +10%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M 251,574 -614,296 -71%
AWS
3
Atria Wealth Solutions
New York
$8.96M 158,269 +9,386 +6%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.48M 96,831 -9,673 -9%
DWM
5
Dakota Wealth Management
Florida
$5.21M 92,050 -1,786 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.1M 90,101 +1,826 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.91M 86,719 -1,112 -1%
WIP
8
WealthCare Investment Partners
Rhode Island
$3.95M 69,850 -10,562 -13%
Bank of America
9
Bank of America
North Carolina
$3.78M 66,756 -61,873 -48%
ASN
10
Advisory Services Network
Georgia
$2.52M 44,604 +10,141 +29%
FF
11
Friedenthal Financial
New Jersey
$2.29M 40,544 +1,496 +4%
LOIM
12
Liberty One Investment Management
Illinois
$2.25M 39,839 -687 -2%
Wells Fargo
13
Wells Fargo
California
$1.91M 33,805 -7,178 -18%
FAM
14
Flaharty Asset Management
Florida
$1.63M 28,769 +2,714 +10%
JWM
15
Jackson Wealth Management
Florida
$1.62M 28,604 +6,353 +29%
UBS Group
16
UBS Group
Switzerland
$1.6M 28,283 -5,634 -17%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.34M 23,728 +6,533 +38%
SAM
18
SignalPoint Asset Management
Missouri
$1.21M 21,282 -3 -0%
SIM
19
Studio Investment Management
Illinois
$1.19M 20,995 +10,995 +110%
GWM
20
Geneos Wealth Management
Colorado
$1.03M 18,235 +89 +0.5%
PAG
21
Private Advisor Group
New Jersey
$1.01M 17,856 -12,832 -42%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$985K 17,403 -1,793 -9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$948K 16,755 -2,244 -12%
TRCT
24
Tower Research Capital (TRC)
New York
$861K 15,212 +8,869 +140%
BFG
25
Berger Financial Group
Minnesota
$851K 15,034 +15,034 New