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Invesco S&P 500 Equal Weight Utilities ETF

110 hedge funds and large institutions have $227M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $216M → $227M (+$11.7M)

0% more funds holding

Funds holding: 110110 (0)

45.46% less ownership

Funds ownership: 92.66%47.21% (-45%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
50
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$43.1M +$2.07M +27,972 +5%
Bank of America
2
Bank of America
North Carolina
$34.9M +$3.16M +42,665 +10%
Morgan Stanley
3
Morgan Stanley
New York
$15.1M -$911K -12,301 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M -$117K -1,585 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$9.88M +$1.5M +20,276 +19%
KAS
6
Kestra Advisory Services
Texas
$8.5M +$597K +8,055 +8%
NA
7
NewEdge Advisors
Louisiana
$7.21M -$1.18M -15,962 -15%
SIM
8
Studio Investment Management
Illinois
$7.05M +$485K +6,545 +8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.74M +$428K +5,781 +7%
UWP
10
Uniting Wealth Partners
Kansas
$5.49M +$62.7K +847 +1%
Wells Fargo
11
Wells Fargo
California
$3.71M +$1.47M +19,832 +69%
WIP
12
WealthCare Investment Partners
Rhode Island
$3.59M +$98.2K +1,326 +3%
UBS Group
13
UBS Group
Switzerland
$3.37M +$748K +10,092 +30%
FF
14
Friedenthal Financial
New Jersey
$3.2M +$111K +1,498 +4%
ASN
15
Advisory Services Network
Georgia
$3.16M +$69.9K +944 +2%
BWL
16
Bogart Wealth LLC
Virginia
$2.92M +$96.7K +1,305 +4%
MSWA
17
Marshall & Sterling Wealth Advisors
New York
$2.88M +$151K +2,039 +6%
Ameriprise
18
Ameriprise
Minnesota
$2.71M +$293K +3,957 +13%
LOIM
19
Liberty One Investment Management
Illinois
$2.68M -$55.5K -749 -2%
DWM
20
Dakota Wealth Management
Florida
$2.49M +$176K +2,375 +8%
JWM
21
Jackson Wealth Management
Florida
$2.46M +$58.9K +795 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.05M +$120K +1,618 +6%
Stifel Financial
23
Stifel Financial
Missouri
$1.97M +$212K +2,862 +13%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.9M +$1.84M +24,843 +828,100%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.88M -$261K -3,526 -13%

RSPU Hedge Fund Activity: Q3 2025 in Review

110 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2025, worth a combined $227M — up 5.4% from $216M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RSPU positions and 7 closed out — a net gain of 3 holders — while 50 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $3.16M. The largest seller was Alethea Capital Management, cutting an estimated $6.75M.

  • 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $227M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2025 was Bank of America, an estimated $3.16M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2025 was Alethea Capital Management, an estimated $6.75M sold.

Based on aggregated 13F filings for Q3 2025.