RSPU Institutional Ownership
Invesco S&P 500 Equal Weight Utilities ETF
1W: +0.9%
1M: -6.1%
3M: -12.7%
YTD: -6.4%
1Y: -8.3%
3Y: +46.1%
5Y: +50.0%
$70.75
+0.31 (+0.44%)
Weekly Expected Move ±1.8%
$68
$69
$71
$72
$73
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — RSPU
152
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
254M
Total Invested
23
New Positions
51
Increased
53
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (158 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 593,610 | $42M | +10,047 | +1.7% | 33Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 420,124 | $30M | -6,808 | -1.6% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 219,208 | $16M | +40,090 | +22.4% | 33Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 164,273 | $12M | +11,767 | +7.7% | 7Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 122,710 | $9M | -2,051 | -1.6% | 26Q | SEC ↗ |
| 6 | Kestra Advisory Services, LLC | 112,864 | $8M | -4,496 | -3.8% | 21Q | SEC ↗ |
| 7 | DENVER WEALTH MANAGEMENT, INC. | 105,068 | $7M | +11,491 | +12.3% | 15Q | SEC ↗ |
| 8 | STUDIO INVESTMENT MANAGEMENT LLC | 99,554 | $7M | +2,926 | +3.0% | 12Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 84,382 | $6M | -1,478 | -1.7% | 33Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 64,966 | $5M | +10,679 | +19.7% | 16Q | SEC ↗ |
| 11 | REDSTONE WEALTH MANAGEMENT, LLC | 55,141 | $4M | +18,385 | +50.0% | 3Q | SEC ↗ |
| 12 | RM Financial Services, LLC | 50,927 | $4M | +534 | +1.1% | 3Q | SEC ↗ |
| 13 | WealthCare Investment Partners, LLC | 50,249 | $4M | +1,287 | +2.6% | 17Q | SEC ↗ |
| 14 | UBS Group AG | 49,511 | $4M | -867 | -1.7% | 33Q | SEC ↗ |
| 15 | Friedenthal Financial | 41,873 | $3M | +1,122 | +2.8% | 27Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 41,286 | $3M | +17,313 | +72.2% | 10Q | SEC ↗ |
| 17 | Advisory Services Network, LLC | 39,555 | $3M | -1,252 | -3.1% | 12Q | SEC ↗ |
| 18 | Marshall & Sterling Wealth Advisors In | 37,648 | $3M | -1,509 | -3.9% | 7Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 34,748 | $2M | +9,291 | +36.5% | 8Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 33,107 | $2M | +4,373 | +15.2% | 17Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 32,496 | $2M | +1,353 | +4.3% | 33Q | SEC ↗ |
| 22 | HARBOUR INVESTMENTS, INC. | 32,313 | $2M | +1,544 | +5.0% | 17Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 31,345 | $2M | +2,871 | +10.1% | 22Q | SEC ↗ |
| 24 | Dakota Wealth Management | 29,201 | $2M | -2,405 | -7.6% | 12Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 28,039 | $2M | +1,887 | +7.2% | 8Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 23,395 | $2M | +1,403 | +6.4% | 16Q | SEC ↗ |
| 27 | NewEdge Advisors, LLC | 23,390 | $2M | -500 | -2.1% | 8Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 23,370 | $2M | +484 | +2.1% | 33Q | SEC ↗ |
| 29 | Orographic Financial Advisors, LLC | 21,446 | $2M | -59 | -0.3% | 2Q | SEC ↗ |
| 30 | Geneos Wealth Management Inc. | 20,212 | $1M | +595 | +3.0% | 33Q | SEC ↗ |
| 31 | MFA Wealth Services | 19,868 | $1M | +1,289 | +6.9% | 7Q | SEC ↗ |
| 32 | World Investment Advisors | 18,777 | $1M | -208 | -1.1% | 3Q | SEC ↗ |
| 33 | Modern Wealth Management, LLC NEW | 18,386 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 18,187 | $1M | -10,211 | -36.0% | 17Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 17,920 | $1M | -3,734 | -17.2% | 33Q | SEC ↗ |
| 36 | Ausdal Financial Partners, Inc. | 17,492 | $1M | -773 | -4.2% | 13Q | SEC ↗ |
| 37 | FIRST TRUST ADVISORS LP NEW | 13,697 | $969K | — | +0.0% | 1Q | SEC ↗ |
| 38 | SCOTIA CAPITAL INC. | 13,177 | $932K | -1,130 | -7.9% | 8Q | SEC ↗ |
| 39 | Waverly Advisors, LLC | 12,245 | $866K | +98 | +0.8% | 9Q | SEC ↗ |
| 40 | BLUEDOOR PRIVATE WEALTH, LLC | 11,809 | $835K | +1,086 | +10.1% | 3Q | SEC ↗ |
| 41 | Pacific Sun Financial Corp | 11,656 | $825K | -80 | -0.7% | 13Q | SEC ↗ |
| 42 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 11,492 | $813K | -529 | -4.4% | 9Q | SEC ↗ |
| 43 | STEPHENS INC /AR | 11,258 | $797K | -89 | -0.8% | 6Q | SEC ↗ |
| 44 | Berger Financial Group, Inc | 9,833 | $696K | +24 | +0.2% | 10Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 8,780 | $621K | +487 | +5.9% | 14Q | SEC ↗ |
| 46 | Concurrent Investment Advisors, LLC | 8,750 | $619K | +1,827 | +26.4% | 3Q | SEC ↗ |
| 47 | Simplicity Wealth,LLC NEW | 8,549 | $605K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Focus Partners Wealth | 8,300 | $587K | -979 | -10.6% | 4Q | SEC ↗ |
| 49 | Perigon Wealth Management, LLC | 8,128 | $575K | +598 | +7.9% | 4Q | SEC ↗ |
| 50 | INTEGRITY ALLIANCE, LLC. | 7,713 | $546K | +825 | +12.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 18,386 | $1M |
| FIRST TRUST ADVISORS LP | 13,697 | $969K |
| Simplicity Wealth,LLC | 8,549 | $605K |
| Gladstone Institutional Advisory LL | 6,924 | $490K |
| Global Retirement Partners, LLC | 5,062 | $358K |
| Wakefield Asset Management LLLP | 4,425 | $313K |
| Snowden Capital Advisors LLC | 4,296 | $304K |
| XTX Topco Ltd | 2,480 | $175K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,938 | $137K |
| Tower Research Capital LLC (TRC) | 1,925 | $136K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 713 | $50K |
| IFG Advisory, LLC | 487 | $34K |
| BANK OF MONTREAL /CAN | 277 | $20K |
| TOP Private Wealth LLC. | 267 | $19K |
| Allied Private Wealth LLC | 244 | $17K |
| MERCER GLOBAL ADVISORS INC /ADV | 200 | $14K |
| FAS Wealth Partners, Inc. | 130 | $9K |
| HANTZ FINANCIAL SERVICES, INC. | 106 | $7K |
| Federation des caisses Desjardins d | 75 | $5K |
| SIMPLEX TRADING, LLC | 62 | $4K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VICTORY FINANCIAL GROUP, LLC | 59,765 | $4M |
| Baer Investment Advisory LLC | 59,765 | $4M |
| TWO SIGMA INVESTMENTS, LP | 38,400 | $3M |
| Arete Wealth Advisors, LLC | 36,646 | $3M |
| SYKON CAPITAL LLC | 16,839 | $1M |
| American Trust | 15,193 | $1M |
| HRT FINANCIAL LP | 8,348 | $591K |
| BROOKS, MOORE & ASSOCIATES, INC. | 4,535 | $321K |
| Belpointe Asset Management LLC | 3,731 | $264K |
| GFS Advisors, LLC | 3,660 | $259K |
| Montis Financial, LLC | 3,088 | $218K |
| TRUIST FINANCIAL CORP | 3,031 | $214K |
| ALETHEA CAPITAL MANAGEMENT, LLC | 2,847 | $201K |
| Sanctuary Advisors, LLC | 2,628 | $186K |
| Sound Income Strategies, LLC | 1,068 | $76K |
| WealthShield Partners, LLC | 790 | $56K |
| MAI Capital Management | 603 | $43K |
| Bogart Wealth, LLC | 179 | $13K |
| FLAGSHIP HARBOR ADVISORS, LLC | 107 | $8K |
| SALEM INVESTMENT COUNSELORS INC | 87 | $6K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | -47,058 | -94.8% | 2,595 |
| Jackson Wealth Management, LLC | -30,735 | -91.2% | 2,956 |
| LIBERTY ONE INVESTMENT MANAGEMENT, | -27,351 | -94.0% | 1,753 |
| Flaharty Asset Management, LLC | -14,229 | -77.7% | 4,079 |
| STIFEL FINANCIAL CORP | -10,211 | -36.0% | 18,187 |
| Advisory Alpha, LLC | -8,280 | -73.3% | 3,016 |
| BANK OF AMERICA CORP /DE | -6,808 | -1.6% | 420,124 |
| Stelac Advisory Services LLC | -5,567 | -72.2% | 2,145 |
| Kestra Advisory Services, LLC | -4,496 | -3.8% | 112,864 |
| ROYAL BANK OF CANADA | -3,734 | -17.2% | 17,920 |
| GOLDMAN SACHS GROUP INC | -3,424 | -57.7% | 2,512 |
| Financial Freedom, LLC | -2,659 | -34.0% | 5,159 |
| Dakota Wealth Management | -2,405 | -7.6% | 29,201 |
| Integrated Wealth Concepts LLC | -2,302 | -47.3% | 2,562 |
| OSAIC HOLDINGS, INC. | -2,051 | -1.6% | 122,710 |
| Marshall & Sterling Wealth Advisors | -1,509 | -3.9% | 37,648 |
| HHM Wealth Advisors, LLC | -1,497 | -99.8% | 3 |
| Cambridge Investment Research Advis | -1,478 | -1.7% | 84,382 |
| Advisory Services Network, LLC | -1,252 | -3.1% | 39,555 |
| SCOTIA CAPITAL INC. | -1,130 | -7.9% | 13,177 |