We are live on ! Find out more
RSPU icon

Invesco S&P 500 Equal Weight Utilities ETF

105 hedge funds and large institutions have $183M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $164M → $183M (+$18.9M)

1.22% more ownership

Funds ownership: 44.92%46.14% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
38
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.1M -$369K -5,435 -1%
Morgan Stanley
2
Morgan Stanley
New York
$14M +$1.21M +17,814 +10%
AWS
3
Atria Wealth Solutions
New York
$13.1M -$62.2K -916 -0.5%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.68M -$2.36M -34,799 -20%
UWP
5
Uniting Wealth Partners
Kansas
$9.32M -$44.5K -656 -0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$7.28M -$133K -1,956 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$7.24M +$125K +1,837 +2%
KAS
8
Kestra Advisory Services
Texas
$6.01M +$633K +9,323 +12%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.87M +$33.5K +494 +0.6%
DWM
10
Dakota Wealth Management
Florida
$5.5M -$72.6K -1,070 -1%
UBS Group
11
UBS Group
Switzerland
$5.33M +$2.82M +41,582 +119%
NA
12
NewEdge Advisors
Louisiana
$4.87M +$1.38M +20,289 +41%
SIM
13
Studio Investment Management
Illinois
$4.76M +$2.2M +32,450 +90%
Bank of America
14
Bank of America
North Carolina
$4.33M -$118K -1,737 -3%
ASN
15
Advisory Services Network
Georgia
$3.27M -$1.94M -28,621 -38%
WIP
16
WealthCare Investment Partners
Rhode Island
$3.06M +$45.8K +675 +2%
FF
17
Friedenthal Financial
New Jersey
$2.74M -$37.5K -552 -1%
LOIM
18
Liberty One Investment Management
Illinois
$2.7M -$60.1K -886 -2%
GWM
19
Geneos Wealth Management
Colorado
$2.52M +$1.25M +18,390 +104%
Ameriprise
20
Ameriprise
Minnesota
$2.29M +$99.8K +1,470 +5%
JWM
21
Jackson Wealth Management
Florida
$2.25M -$6.18K -91 -0.3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.18M +$1.29M +19,047 +155%
Goldman Sachs
23
Goldman Sachs
New York
$2.13M +$2.08M +30,608 New
Two Sigma Investments
24
Two Sigma Investments
New York
$2.06M +$2.01M +29,600 New
Wells Fargo
25
Wells Fargo
California
$1.77M -$38.6K -568 -2%

RSPU Hedge Fund Activity: Q1 2025 in Review

105 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2025, worth a combined $183M — up 12% from $164M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPU positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 35 trimmed.

The largest buyer was UBS Group, adding an estimated $2.82M. The largest seller was Osaic Holdings, cutting an estimated $2.36M.

  • 105 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $183M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2025 was UBS Group, an estimated $2.82M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2025 was Osaic Holdings, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2025.