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Invesco S&P 500 Equal Weight Utilities ETF

110 hedge funds and large institutions have $216M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

46.52% more ownership

Funds ownership: 46.14%92.66% (+47%)

18% more capital invested

Capital invested by funds: $183M → $216M (+$32.6M)

5% more funds holding

Funds holding: 105110 (+5)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
37
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$38M +$11.2M +159,499 +43%
Bank of America
2
Bank of America
North Carolina
$29.3M +$24.5M +350,174 +563%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M +$614K +8,773 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M +$1.17M +16,674 +12%
NA
5
NewEdge Advisors
Louisiana
$7.83M +$2.81M +40,159 +57%
Raymond James Financial
6
Raymond James Financial
Florida
$7.72M +$284K +4,060 +4%
KAS
7
Kestra Advisory Services
Texas
$7.31M +$1.15M +16,476 +19%
ACM
8
Alethea Capital Management
Washington
$6.68M +$6.58M +93,989 New
SIM
9
Studio Investment Management
Illinois
$6.08M +$1.2M +17,093 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.84M -$150K -2,148 -3%
UWP
11
Uniting Wealth Partners
Kansas
$5.03M -$4.42M -63,095 -47%
AWS
12
Atria Wealth Solutions
New York
$4.15M -$9.05M -129,245 -69%
WIP
13
WealthCare Investment Partners
Rhode Island
$3.22M -$28.6K -408 -0.9%
PCP
14
Proficio Capital Partners
Massachusetts
$3.13M +$198M +2,824,217 New
ASN
15
Advisory Services Network
Georgia
$3.02M -$464K -6,633 -14%
FF
16
Friedenthal Financial
New Jersey
$2.86M +$58.2K +832 +2%
BWL
17
Bogart Wealth LLC
Virginia
$2.62M +$2.56M +36,609 +15,254%
LOIM
18
Liberty One Investment Management
Illinois
$2.54M -$210K -3,001 -8%
Goldman Sachs
19
Goldman Sachs
New York
$2.54M +$355K +5,078 +17%
MSWA
20
Marshall & Sterling Wealth Advisors
New York
$2.53M +$737K +10,528 +42%
UBS Group
21
UBS Group
Switzerland
$2.41M -$2.98M -42,620 -56%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.4M +$1.19M +17,026 +102%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.34M +$1.74M +24,863 +308%
Ameriprise
24
Ameriprise
Minnesota
$2.24M -$99K -1,414 -4%
JWM
25
Jackson Wealth Management
Florida
$2.23M -$73.6K -1,051 -3%

RSPU Hedge Fund Activity: Q2 2025 in Review

110 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2025, worth a combined $216M — up 18% from $183M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPU positions and 7 closed out — a net gain of 6 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $198M. The largest seller was Atria Wealth Solutions, cutting an estimated $9.05M.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2025, up from 105 in Q1 2025.
  • Funds reported $216M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2025 and 7 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $198M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $9.05M sold.

Based on aggregated 13F filings for Q2 2025.