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Invesco S&P 500 Equal Weight Utilities ETF

103 hedge funds and large institutions have $155M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
32
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.1M 364,870 +54,306 +17%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.1M 234,382 +3,350 +1%
Morgan Stanley
3
Morgan Stanley
New York
$14.1M 205,398 -44,545 -18%
AWS
4
Atria Wealth Solutions
New York
$12.9M 187,181 +1,804 +1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.77M 98,614 +98,614 New
DWM
6
Dakota Wealth Management
Florida
$5.76M 83,788 -1,586 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.72M 83,314 -3,582 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.76M 69,297 +3,517 +5%
KAS
9
Kestra Advisory Services
Texas
$4.37M 63,667 +53,850 +549%
Bank of America
10
Bank of America
North Carolina
$4.29M 62,406 -3,352 -5%
WIP
11
WealthCare Investment Partners
Rhode Island
$3.04M 44,908 -4,686 -9%
NA
12
NewEdge Advisors
Louisiana
$2.95M 42,909 +42,909 New
FF
13
Friedenthal Financial
New Jersey
$2.76M 40,104 +679 +2%
LOIM
14
Liberty One Investment Management
Illinois
$2.71M 39,380 -272 -0.7%
ASN
15
Advisory Services Network
Georgia
$2.52M 43,476
JWM
16
Jackson Wealth Management
Florida
$2.19M 31,895 +15,787 +98%
Wells Fargo
17
Wells Fargo
California
$1.92M 27,909 -989 -3%
SIM
18
Studio Investment Management
Illinois
$1.84M 26,716 +4,087 +18%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.8M 26,179 +12,919 +97%
Ameriprise
20
Ameriprise
Minnesota
$1.64M 23,928 +14,686 +159%
FSA
21
Financial Services Advisory
Maryland
$1.62M 23,615 +23,615 New
Stifel Financial
22
Stifel Financial
Missouri
$1.56M 22,734 +3,823 +20%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.5M 21,885 +630 +3%
SAM
24
SignalPoint Asset Management
Missouri
$1.37M 20,036 -238 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.35M 19,685 +107 +0.5%