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Invesco S&P 500 Equal Weight Utilities ETF

109 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
44
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25M 380,543 +15,673 +4%
AWS
2
Atria Wealth Solutions
New York
$12.4M 188,559 +1,378 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$12M 182,996 -22,402 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M 173,694 +104,397 +151%
UWP
5
Uniting Wealth Partners
Kansas
$8.84M 134,495 +134,495 New
Raymond James Financial
6
Raymond James Financial
Florida
$7M 106,507 +106,507 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$6.71M 102,120 +3,506 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.51M 83,776 +462 +0.6%
DWM
9
Dakota Wealth Management
Florida
$5.26M 80,001 -3,787 -5%
KAS
10
Kestra Advisory Services
Texas
$5.06M 76,975 +13,308 +21%
ASN
11
Advisory Services Network
Georgia
$4.97M 75,572 +32,096 +74%
Bank of America
12
Bank of America
North Carolina
$4.2M 63,944 +1,538 +2%
NA
13
NewEdge Advisors
Louisiana
$3.26M 49,607 +6,698 +16%
WIP
14
WealthCare Investment Partners
Rhode Island
$2.97M 44,978 +70 +0.2%
FF
15
Friedenthal Financial
New Jersey
$2.62M 39,912 -192 -0.5%
LOIM
16
Liberty One Investment Management
Illinois
$2.6M 39,593 +213 +0.5%
SIM
17
Studio Investment Management
Illinois
$2.36M 35,879 +9,163 +34%
UBS Group
18
UBS Group
Switzerland
$2.29M 34,887 +22,289 +177%
JWM
19
Jackson Wealth Management
Florida
$2.13M 32,463 +568 +2%
Ameriprise
20
Ameriprise
Minnesota
$2.06M 31,379 +7,451 +31%
Wells Fargo
21
Wells Fargo
California
$1.71M 26,046 -1,863 -7%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$1.64M 24,879 +24,879 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.49M 22,603 +2,918 +15%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.44M 21,936 +51 +0.2%
MWS
25
MFA Wealth Services
California
$1.41M 21,414 +21,414 New