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Invesco S&P 500 Equal Weight Utilities ETF (RSPU) Institutional Ownership

$69.65 +0.20 (+0.29%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RSPU)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$58.33M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$8.06M
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RSPU Institutional Buying and Selling by Quarter

Invesco S&P 500 Equal Weight Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Waverly Advisors LLC13,580$893K0.0%+17.3%0.309%
2/17/2025 Studio Investment Management LLC35,879$2.36M0.5%+34.3%0.815%
2/17/2025 Main Street Group LTD452$30K0.0%-28.3%0.010%
2/17/2025 D. E. Shaw & Co. Inc.12,946$851K0.0%N/A0.294%
2/17/2025 Baird Financial Group Inc.17,642$1.16M0.0%-32.6%0.401%
2/17/2025 Bank of America Corp DE63,944$4.20M0.0%+2.5%1.453%
2/17/2025 Ameriprise Financial Inc.31,379$2.06M0.0%+31.1%0.713%
2/14/2025 Jane Street Group LLC6,517$428K0.0%N/A0.148%
2/14/2025 Comerica Bank1,113$73K0.0%-47.3%0.025%
2/14/2025 Lido Advisors LLC6,536$430K0.0%+15.3%0.149%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.24,879$1.64M1.1%N/A0.565%
2/14/2025 Stifel Financial Corp20,860$1.37M0.0%-8.2%0.474%
2/14/2025 Tower Research Capital LLC TRC 2,639$173K0.0%N/A0.060%
2/13/2025 NewEdge Advisors LLC49,607$3.26M0.0%+15.6%1.127%
2/13/2025 Anchor Investment Management LLC713$47K0.0%+26.9%0.016%
2/13/2025 Scotia Capital Inc.7,719$507K0.0%-20.4%0.175%
2/13/2025 Raymond James Financial Inc.106,507$7.00M0.0%N/A2.421%
2/13/2025 Advisory Services Network LLC75,572$4.97M0.1%+73.8%1.718%
2/13/2025 Envestnet Asset Management Inc.22,603$1.49M0.0%+14.8%0.514%
2/13/2025 Wells Fargo & Company MN26,046$1.71M0.0%-6.7%0.592%
2/12/2025 Uniting Wealth Partners LLC134,495$8.84M4.3%N/A3.057%
2/12/2025 National Bank of Canada FI661$43K0.0%-32.7%0.015%
2/12/2025 Sanctuary Wealth Management L.L.C.2,739$180K0.1%-9.1%0.062%
2/12/2025 Ausdal Financial Partners Inc.4,679$308K0.0%-59.3%0.106%
2/11/2025 LPL Financial LLC380,543$25.01M0.0%+4.3%8.649%
2/10/2025 Montis Financial LLC7,296$480K0.1%N/A0.166%
2/10/2025 Commonwealth Equity Services LLC18,774$1.23M0.0%+5.3%0.427%
2/10/2025 Avantax Advisory Services Inc.8,361$550K0.0%-7.7%0.190%
2/10/2025 Farther Finance Advisors LLC852$56K0.0%+42.0%0.019%
2/7/2025 HighTower Advisors LLC5,411$356K0.0%-4.9%0.123%
2/7/2025 Larson Financial Group LLC518$34K0.0%+78.6%0.012%
2/6/2025 Raymond James Financial Inc.106,507$7.00M0.0%N/A2.421%
2/6/2025 Jones Financial Companies Lllp3,594$236K0.0%+126.2%0.082%
2/3/2025 Sigma Planning Corp3,303$217K0.0%-23.3%0.075%
2/3/2025 Pacific Sun Financial Corp12,782$840K0.5%-1.3%0.291%
2/3/2025 Private Advisor Group LLC14,797$973K0.0%-6.6%0.336%
1/31/2025 Global Retirement Partners LLC5,622$370K0.0%+11,612.5%0.128%
1/31/2025 Atria Wealth Solutions Inc.188,559$12.39M0.1%+0.7%4.285%
1/31/2025 Truist Financial Corp3,506$230K0.0%N/A0.080%
1/30/2025 Principal Securities Inc.993$65K0.0%+257.2%0.023%
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1/27/2025 Jackson Wealth Management LLC32,463$2.13M0.2%+1.8%0.738%
1/22/2025 Denver Wealth Management Inc.14,210$934K0.4%+6.4%0.323%
1/21/2025 Geneos Wealth Management Inc.17,750$1.17M0.0%+7.1%0.403%
1/21/2025 MFA Wealth Services21,414$1.41M1.1%N/A0.487%
1/17/2025 Advisory Alpha LLC9,470$622K0.0%+7.9%0.215%
1/17/2025 Dakota Wealth Management80,001$5.26M0.1%-4.5%1.818%
1/16/2025 Liberty One Investment Management LLC39,593$2.60M0.3%+0.5%0.900%
1/14/2025 SignalPoint Asset Management LLC19,364$1.27M0.3%-3.4%0.440%
1/13/2025 Friedenthal Financial39,912$2.62M1.5%-0.5%0.907%
11/15/2024 Stifel Financial Corp22,734$1.56M0.0%+20.2%0.517%
11/15/2024 HighTower Advisors LLC5,687$389K0.0%+9.4%0.129%
11/13/2024 Freedom Investment Management Inc.3,302$227K0.0%-6.7%0.075%
11/13/2024 FMR LLC781$54K0.0%-42.1%0.018%
11/12/2024 WESPAC Advisors LLC6,826$469K0.3%+25.7%0.155%
11/12/2024 Studio Investment Management LLC26,716$1.84M0.4%+18.1%0.607%
11/7/2024 Planning Directions Inc.2,989$205K0.1%N/A0.068%
11/6/2024 Signature Estate & Investment Advisors LLC10,102$694K0.0%-3.1%0.230%
10/31/2024 Financial Services Advisory Inc23,615$1.62M0.4%N/A0.537%
10/29/2024 Farther Finance Advisors LLC600$41K0.0%N/A0.014%
10/28/2024 Focus Financial Network Inc.3,088$212K0.0%-7.8%0.070%
10/25/2024 Financial Advocates Investment Management3,454$237K0.0%N/A0.079%
10/24/2024 Wealth Enhancement Advisory Services LLC98,614$6.78M0.0%N/A2.241%
10/23/2024 Dakota Wealth Management83,788$5.76M0.1%-1.9%1.904%
10/23/2024 Walker Asset Management LLC6,396$439K0.3%-7.1%0.145%
10/23/2024 Jackson Wealth Management LLC31,895$2.19M0.3%+98.0%0.725%
10/22/2024 Private Advisor Group LLC15,848$1.09M0.0%-11.9%0.360%
10/18/2024 Friedenthal Financial40,104$2.76M1.6%+1.7%0.911%
10/9/2024 Pacific Sun Financial Corp12,952$890K0.5%-8.1%0.294%
10/9/2024 Moisand Fitzgerald Tamayo LLC600$41K0.0%N/A0.014%
10/8/2024 WealthCare Investment Partners LLC44,908$3.04M1.3%-9.4%1.021%
10/7/2024 SignalPoint Asset Management LLC20,036$1.37M0.3%-1.2%0.455%
8/22/2024 Cetera Investment Advisers21,255$1.23M0.0%-10.4%0.483%
8/21/2024 Advisory Alpha LLC8,061$468K0.0%-1.9%0.183%
8/19/2024B. Riley Wealth Advisors Inc.3,900$226K0.0%-7.1%0.089%
8/16/2024 Northwestern Mutual Wealth Management Co.1,605$93K0.0%-9.7%0.036%
8/14/2024 Delos Wealth Advisors LLC5,296$307K0.3%-13.5%0.120%
8/7/2024 Studio Investment Management LLC22,629$1.31M0.3%+7.8%0.514%
8/6/2024 Ausdal Financial Partners Inc.11,996$696K0.1%-10.7%0.273%
8/3/2024 National Bank of Canada FI1,098$63K0.0%-53.0%0.025%
8/2/2024 Foundations Investment Advisors LLC13,062$758K0.0%N/A0.297%
8/1/2024 Flaharty Asset Management LLC27,721$1.61M0.2%-3.6%0.630%
7/31/2024 Commonwealth Equity Services LLC17,823$1.03M0.0%+2.4%0.405%
7/30/2024 WESPAC Advisors LLC5,429$315K0.2%-32.3%0.123%
7/30/2024 International Assets Investment Management LLC1,107$64K0.0%N/A0.025%
7/26/2024 Cambridge Investment Research Advisors Inc.86,896$5.04M0.0%+0.2%1.975%
7/26/2024 Signature Estate & Investment Advisors LLC10,429$605K0.0%N/A0.237%
7/25/2024 RFP Financial Group LLC3,339$194K0.1%+262.1%0.076%
7/22/2024 Atria Wealth Solutions Inc.185,377$10.76M0.1%+17.1%4.213%
7/22/2024 Liberty One Investment Management LLC39,652$2.30M0.3%-0.5%0.901%
7/22/2024 Dakota Wealth Management85,374$4.96M0.1%-7.3%1.940%
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7/20/2024Raymond James Financial Services Advisors Inc.231,032$13.41M0.0%+156.4%5.251%
7/18/2024 WealthCare Investment Partners LLC49,594$2.88M1.3%-29.0%1.127%
7/16/2024 Friedenthal Financial39,425$2.29M1.4%-2.8%0.896%
7/12/2024 Walker Asset Management LLC6,886$400K0.3%-5.5%0.157%
7/1/2024 Jackson Wealth Management LLC16,108$935K0.2%-43.7%0.366%
6/11/2024 Jackson Wealth Management LLC28,604$1.62M0.2%+28.6%0.650%
5/24/2024Cetera Advisors LLC10,191$577K0.0%N/A0.232%
5/17/2024 Comerica Bank1,799$102K0.0%-85.9%0.041%
5/17/2024 Alethea Capital Management LLC11,396$645K0.5%N/A0.259%
5/9/2024 RFP Financial Group LLC922$52K0.0%N/A0.021%
(Data available from 1/1/2016 forward)

RSPU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RSPU shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Utilities ETF. The most heavily invested institutionals were LPL Financial LLC ($25.01M), Raymond James Financial Services Advisors Inc. ($13.41M), Atria Wealth Solutions Inc. ($12.39M), Uniting Wealth Partners LLC ($8.84M), Raymond James Financial Inc. ($7.00M), Wealth Enhancement Advisory Services LLC ($6.78M), and Dakota Wealth Management ($5.26M).Learn more on RSPU's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Equal Weight Utilities ETF stock?

Of the 80 institutional investors that purchased Invesco S&P 500 Equal Weight Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($231.03K), Raymond James Financial Inc. ($213.01K), Atria Wealth Solutions Inc. ($177.37K), Uniting Wealth Partners LLC ($134.50K), International Assets Investment Management LLC ($125.42K), Wealth Enhancement Advisory Services LLC ($98.61K), and Dakota Wealth Management ($93.84K).

How much institutional buying is happening at Invesco S&P 500 Equal Weight Utilities ETF?

Institutional investors have bought a total of 1,890,524 shares in the last 24 months. This purchase volume represents approximately $111.91M in transactions.

Which Invesco S&P 500 Equal Weight Utilities ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold Invesco S&P 500 Equal Weight Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthCare Investment Partners LLC ($35.50K), Private Advisor Group LLC ($16.03K), Dakota Wealth Management ($13.84K), Jackson Wealth Management LLC ($12.50K), Comerica Bank ($11.97K), Baird Financial Group Inc. ($8.54K), and Ausdal Financial Partners Inc. ($8.26K).

How much institutional selling is happening at Invesco S&P 500 Equal Weight Utilities ETF?

Institutional investors have sold a total of 133,665 shares in the last 24 months. This volume of shares sold represents approximately $8.06M in transactions.



This page (NYSEARCA:RSPU) was last updated on 2/22/2025 by MarketBeat.com Staff
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