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Invesco S&P 500 Equal Weight Utilities ETF

96 hedge funds and large institutions have $117M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
27
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$18M 310,564 +7,349 +2%
Morgan Stanley
2
Morgan Stanley
New York
$14.5M 249,943 -1,631 -0.6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M 231,032 +140,931 +156%
AWS
4
Atria Wealth Solutions
New York
$10.8M 185,377 +27,108 +17%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.04M 86,896 +177 +0.2%
DWM
6
Dakota Wealth Management
Florida
$4.95M 85,374 -6,676 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.82M 65,780 -31,051 -32%
Bank of America
8
Bank of America
North Carolina
$3.82M 65,758 -998 -1%
WIP
9
WealthCare Investment Partners
Rhode Island
$2.88M 49,594 -20,256 -29%
ASN
10
Advisory Services Network
Georgia
$2.52M 43,476 -1,128 -3%
LOIM
11
Liberty One Investment Management
Illinois
$2.3M 39,652 -187 -0.5%
FF
12
Friedenthal Financial
New Jersey
$2.29M 39,425 -1,119 -3%
Wells Fargo
13
Wells Fargo
California
$1.68M 28,898 -4,907 -15%
FAM
14
Flaharty Asset Management
Florida
$1.61M 27,721 -1,048 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.45M 25,020 +25,020 New
SIM
16
Studio Investment Management
Illinois
$1.31M 22,629 +1,634 +8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.23M 21,255 -2,473 -10%
SAM
18
SignalPoint Asset Management
Missouri
$1.18M 20,274 -1,008 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.14M 19,578 +2,823 +17%
Stifel Financial
20
Stifel Financial
Missouri
$1.1M 18,911 +11,721 +163%
PAG
21
Private Advisor Group
New Jersey
$1.04M 17,992 +136 +0.8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.03M 17,823 +420 +2%
GWM
23
Geneos Wealth Management
Colorado
$1.02M 17,587 -648 -4%
JWM
24
Jackson Wealth Management
Florida
$935K 16,108 -12,496 -44%
PSF
25
Pacific Sun Financial
California
$818K 14,092 -110 -0.8%