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Invesco S&P 500 Equal Weight Utilities ETF

125 hedge funds and large institutions have $263M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $241M → $263M (+$21.8M)

8% more funds holding

Funds holding: 116125 (+9)

0.7% more ownership

Funds ownership: 47.93%48.63% (+0.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
19
Increased
56
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$47.3M -$261K -3,301 -0.6%
Bank of America
2
Bank of America
North Carolina
$34.6M +$858K +10,829 +3%
Morgan Stanley
3
Morgan Stanley
New York
$14.5M -$6.43M -81,175 -31%
Raymond James Financial
4
Raymond James Financial
Florida
$12.4M +$1.04M +13,178 +9%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.1M +$1.08M +13,626 +12%
KAS
6
Kestra Advisory Services
Texas
$9.52M +$491K +6,205 +6%
SIM
7
Studio Investment Management
Illinois
$7.84M +$177K +2,234 +2%
DWM
8
Denver Wealth Management
Colorado
$7.59M -$125K -1,579 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.96M +$37.2K +470 +0.6%
VFG
10
Victory Financial Group
Texas
$4.85M +$3.56M +44,907 +302%
Ameriprise
11
Ameriprise
Minnesota
$4.4M +$1.77M +22,384 +70%
RFS
12
RM Financial Services
Maine
$4.09M +$729K +9,200 +22%
UBS Group
13
UBS Group
Switzerland
$4.09M +$211K +2,664 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.08M +$3.63M +45,815 +1,194%
WIP
15
WealthCare Investment Partners
Rhode Island
$3.9M +$119K +1,497 +3%
ASN
16
Advisory Services Network
Georgia
$3.31M +$38.1K +481 +1%
FF
17
Friedenthal Financial
New Jersey
$3.31M +$78.8K +995 +3%
MSWA
18
Marshall & Sterling Wealth Advisors
New York
$3.18M +$88.2K +1,113 +3%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.11M +$3.04M +38,400 New
RWM
20
Redstone Wealth Management
Oklahoma
$2.98M +$127K +1,599 +5%
AWA
21
Arete Wealth Advisors
Illinois
$2.97M +$2.9M +36,646 New
JWM
22
Jackson Wealth Management
Florida
$2.73M +$36.5K +461 +1%
DWM
23
Dakota Wealth Management
Florida
$2.56M -$78.2K -987 -3%
Wells Fargo
24
Wells Fargo
California
$2.53M -$1.6M -20,248 -39%
HI
25
Harbour Investments
Wisconsin
$2.5M +$351K +4,428 +17%