We are live on ! Find out more
RSPU icon

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.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

32% more capital invested

Capital invested by funds: $117M → $155M (+$37.8M)

7% more funds holding

Funds holding: 96103 (+7)

1.22% more ownership

Funds ownership: 43.71%44.93% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.48%
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 Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.1M +$3.43M +54,306 +17%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.1M +$212K +3,350 +1%
Morgan Stanley
3
Morgan Stanley
New York
$14.1M -$2.81M -44,545 -18%
AWS
4
Atria Wealth Solutions
New York
$12.9M +$114K +1,804 +1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.77M +$6.23M +98,614 New
DWM
6
Dakota Wealth Management
Florida
$5.76M -$100K -1,586 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.72M -$226K -3,582 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.76M +$222K +3,517 +5%
KAS
9
Kestra Advisory Services
Texas
$4.37M +$3.4M +53,850 +549%
Bank of America
10
Bank of America
North Carolina
$4.29M -$212K -3,352 -5%
WIP
11
WealthCare Investment Partners
Rhode Island
$3.04M -$296K -4,686 -9%
NA
12
NewEdge Advisors
Louisiana
$2.95M +$2.71M +42,909 New
FF
13
Friedenthal Financial
New Jersey
$2.76M +$42.9K +679 +2%
LOIM
14
Liberty One Investment Management
Illinois
$2.71M -$17.2K -272 -0.7%
ASN
15
Advisory Services Network
Georgia
$2.52M
JWM
16
Jackson Wealth Management
Florida
$2.19M +$997K +15,787 +98%
Wells Fargo
17
Wells Fargo
California
$1.92M -$62.5K -989 -3%
SIM
18
Studio Investment Management
Illinois
$1.84M +$258K +4,087 +18%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.8M +$816K +12,919 +97%
Ameriprise
20
Ameriprise
Minnesota
$1.64M +$928K +14,686 +159%
FSA
21
Financial Services Advisory
Maryland
$1.62M +$1.49M +23,615 New
Stifel Financial
22
Stifel Financial
Missouri
$1.56M +$241K +3,823 +20%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.5M +$39.8K +630 +3%
SAM
24
SignalPoint Asset Management
Missouri
$1.37M -$15K -238 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.35M +$6.76K +107 +0.5%

RSPU Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2024, worth a combined $155M — up 32% from $117M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPU positions and 8 closed out — a net gain of 9 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $2.81M.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $155M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $6.23M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2024 was Morgan Stanley, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2024.