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Invesco S&P 500 Equal Weight Utilities ETF

110 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 19 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

7% more funds holding

Funds holding: 103110 (+7)

6% more capital invested

Capital invested by funds: $155M → $164M (+$9.43M)

0.01% less ownership

Funds ownership: 44.93%44.92% (-0.01%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% 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
19
Increased
44
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25M +$1.07M +15,673 +4%
AWS
2
Atria Wealth Solutions
New York
$12.4M +$93.8K +1,378 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$12M -$1.52M -22,402 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M +$7.1M +104,397 +151%
UWP
5
Uniting Wealth Partners
Kansas
$8.84M +$9.15M +134,495 New
Raymond James Financial
6
Raymond James Financial
Florida
$7M +$7.25M +106,507 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$6.71M +$239K +3,506 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.51M +$31.4K +462 +0.6%
DWM
9
Dakota Wealth Management
Florida
$5.26M -$258K -3,787 -5%
KAS
10
Kestra Advisory Services
Texas
$5.06M +$906K +13,308 +21%
ASN
11
Advisory Services Network
Georgia
$4.97M +$2.18M +32,096 +74%
Bank of America
12
Bank of America
North Carolina
$4.2M +$105K +1,538 +2%
NA
13
NewEdge Advisors
Louisiana
$3.26M +$456K +6,698 +16%
WIP
14
WealthCare Investment Partners
Rhode Island
$2.97M +$4.76K +70 +0.2%
FF
15
Friedenthal Financial
New Jersey
$2.62M -$13.1K -192 -0.5%
LOIM
16
Liberty One Investment Management
Illinois
$2.6M +$14.5K +213 +0.5%
SIM
17
Studio Investment Management
Illinois
$2.36M +$624K +9,163 +34%
UBS Group
18
UBS Group
Switzerland
$2.29M +$1.52M +22,289 +177%
JWM
19
Jackson Wealth Management
Florida
$2.13M +$38.7K +568 +2%
Ameriprise
20
Ameriprise
Minnesota
$2.06M +$507K +7,451 +31%
Wells Fargo
21
Wells Fargo
California
$1.71M -$127K -1,863 -7%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$1.64M +$1.69M +24,879 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.49M +$199K +2,918 +15%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.44M +$3.47K +51 +0.2%
MWS
25
MFA Wealth Services
California
$1.41M +$1.46M +21,414 New

RSPU Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2024, worth a combined $164M — up 6.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPU positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.1M. The largest seller was Financial Services Advisory, exiting entirely with an estimated $1.62M sold.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $164M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2024 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2024 was Osaic Holdings, an estimated $7.1M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2024 was Financial Services Advisory, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2024.