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Invesco S&P 500 Equal Weight Utilities ETF

109 hedge funds and large institutions have $215M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
36
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$38M +$11.3M +159,499 +43%
Bank of America
2
Bank of America
North Carolina
$29.3M +$24.9M +350,174 +563%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M +$624K +8,773 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M +$1.95M +29,594 +21%
NA
5
NewEdge Advisors
Louisiana
$7.83M +$2.86M +40,159 +57%
Raymond James Financial
6
Raymond James Financial
Florida
$7.72M +$289K +4,060 +4%
KAS
7
Kestra Advisory Services
Texas
$7.31M +$1.17M +16,476 +19%
ACM
8
Alethea Capital Management
Washington
$6.68M +$6.68M +93,989 New
SIM
9
Studio Investment Management
Illinois
$6.08M +$1.22M +17,093 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.84M -$153K -2,148 -3%
UWP
11
Uniting Wealth Partners
Kansas
$5.03M -$4.49M -63,095 -47%
AWS
12
Atria Wealth Solutions
New York
$4.15M -$9.19M -129,245 -69%
WIP
13
WealthCare Investment Partners
Rhode Island
$3.22M -$29.1K -408 -0.9%
PCP
14
Proficio Capital Partners
Massachusetts
$3.13M +$3.13M +2,824,217 New
ASN
15
Advisory Services Network
Georgia
$3.02M -$497K -6,633 -14%
FF
16
Friedenthal Financial
New Jersey
$2.86M +$59.2K +832 +2%
BWL
17
Bogart Wealth LLC
Virginia
$2.62M +$2.6M +36,609 +15,254%
LOIM
18
Liberty One Investment Management
Illinois
$2.54M -$213K -3,001 -8%
Goldman Sachs
19
Goldman Sachs
New York
$2.54M +$361K +5,078 +17%
MSWA
20
Marshall & Sterling Wealth Advisors
New York
$2.53M +$747K +10,528 +42%
UBS Group
21
UBS Group
Switzerland
$2.41M -$3.03M -42,620 -56%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.4M +$1.21M +17,026 +102%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.34M +$1.77M +24,863 +308%
Ameriprise
24
Ameriprise
Minnesota
$2.24M -$101K -1,414 -4%
JWM
25
Jackson Wealth Management
Florida
$2.23M -$74.8K -1,051 -3%