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Invesco S&P 500 Equal Weight Utilities ETF

116 hedge funds and large institutions have $241M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $227M → $241M (+$13.9M)

5% more funds holding

Funds holding: 110116 (+6)

0.72% more ownership

Funds ownership: 47.21%47.93% (+0.72%)

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
50
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$43.9M +$1.87M +24,285 +4%
Bank of America
2
Bank of America
North Carolina
$31.1M -$3M -38,943 -9%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M +$4.86M +63,011 +32%
Raymond James Financial
4
Raymond James Financial
Florida
$10.4M +$805K +10,441 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.32M -$3.3M -42,849 -28%
KAS
6
Kestra Advisory Services
Texas
$8.31M +$25.1K +326 +0.3%
DWM
7
Denver Wealth Management
Colorado
$7.12M +$6.27M +81,253 +584%
SIM
8
Studio Investment Management
Illinois
$7.06M +$187K +2,427 +3%
NA
9
NewEdge Advisors
Louisiana
$6.89M -$151K -1,959 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.38M -$194K -2,513 -3%
BWL
11
Bogart Wealth LLC
Virginia
$4.5M +$1.7M +22,036 +58%
Wells Fargo
12
Wells Fargo
California
$3.84M +$226K +2,936 +6%
WIP
13
WealthCare Investment Partners
Rhode Island
$3.59M +$69K +894 +2%
UBS Group
14
UBS Group
Switzerland
$3.57M +$291K +3,773 +9%
RFS
15
RM Financial Services
Maine
$3.08M +$3.18M +41,193 New
ASN
16
Advisory Services Network
Georgia
$3.02M -$72.2K -936 -2%
FF
17
Friedenthal Financial
New Jersey
$2.97M -$149K -1,934 -5%
AT
18
American Trust
Kentucky
$2.87M +$52.3K +678 +5%
MSWA
19
Marshall & Sterling Wealth Advisors
New York
$2.84M +$32.2K +417 +1%
RWM
20
Redstone Wealth Management
Oklahoma
$2.63M +$2.71M +35,157 New
JWM
21
Jackson Wealth Management
Florida
$2.48M +$85.9K +1,114 +3%
DWM
22
Dakota Wealth Management
Florida
$2.44M +$10.5K +136 +0.4%
Goldman Sachs
23
Goldman Sachs
New York
$2.41M +$2.49M +32,238 New
Ameriprise
24
Ameriprise
Minnesota
$2.39M -$269K -3,489 -10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.09M +$392K +5,088 +22%