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

Invesco S&P 500 Equal Weight Utilities ETF logo
$76.09 +0.71 (+0.94%)
As of 09/3/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RSPU)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$61.06M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$21.55M
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RSPU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Studio Investment Management LLC99,554$8.08M1.4%+5.5%1.458%
8/23/2026 Ameritas Advisory Services LLC5,240$425K0.0%+730.4%0.077%
8/22/2026 Compass Financial Management LLC1,938$157K0.0%N/A0.028%
8/22/2026 Concurrent Investment Advisors LLC8,750$710K0.0%+26.4%0.128%
8/20/2026 Jackson Wealth Management LLC2,956$240K0.1%-91.2%0.043%
7/12/2026 Walker Asset Management LLC6,913$561K0.3%+5.0%0.102%
7/9/2026 Flaharty Asset Management LLC4,079$334K0.5%-77.7%0.060%
6/3/2026 NewEdge Advisors LLC23,890$1.94M0.0%-74.1%0.335%
5/20/2026 Arete Wealth Advisors LLC36,646$2.97M0.2%N/A0.513%
5/19/2026 Orographic Financial Advisors LLC21,505$1.74M1.2%N/A0.301%
5/19/2026 NewEdge Advisors LLC23,890$1.94M0.0%-74.1%0.335%
5/19/2026 Bank of America Corp DE426,932$34.63M0.0%+2.6%5.979%
5/19/2026 Arete Wealth Advisors LLC36,646$2.97M0.2%N/A0.513%
5/18/2026 Royal Bank of Canada21,654$1.76M0.0%-22.4%0.303%
5/15/2026 Waverly Advisors LLC12,147$985K0.0%-2.4%0.170%
5/14/2026 Liberty One Investment Management LLC29,104$2.36M0.2%+6.9%0.408%
5/14/2026 Lido Advisors LLC5,374$436K0.0%+5.5%0.075%
5/13/2026 Cetera Investment Advisers21,992$1.78M0.0%+10.9%0.308%
5/8/2026 Pacific Sun Financial Corp11,736$952K0.5%-5.6%0.164%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.39,157$3.18M2.1%+2.9%0.548%
5/6/2026 Main Street Group LTD370$30K0.0%N/A0.005%
5/5/2026 Geneos Wealth Management Inc.19,617$1.59M0.0%+0.9%0.275%
5/5/2026 Sigma Planning Corp2,559$208K0.0%N/A0.036%
5/4/2026 Retirement Planning Group LLC2,848$231K0.0%N/A0.040%
5/2/2026Anchor Investment Management LLC908$74K0.0%+28.6%0.013%
5/1/2026 Fifth Third Bancorp1,091$88K0.0%N/A0.015%
5/1/2026 American Trust15,193$1.23M0.1%+1.3%0.213%
4/30/2026 Financial Freedom LLC7,818$634K0.3%-18.3%0.109%
4/30/2026 Kestra Advisory Services LLC117,360$9.52M0.0%+5.6%1.644%
4/30/2026 Money Concepts Capital Corp4,635$376K0.0%+22.7%0.065%
4/27/2026 Baer Investment Advisory LLC59,765$4.85M0.6%N/A0.842%
4/24/2026 Walker Asset Management LLC6,581$534K0.3%+6.3%0.093%
4/22/2026 MFA Wealth Services18,579$1.51M1.0%-0.7%0.256%
4/20/2026 Friedenthal Financial40,751$3.31M1.7%+2.5%0.562%
4/16/2026 Redstone Wealth Management LLC36,756$2.98M2.4%+4.5%0.511%
3/13/2026 World Investment Advisors18,870$1.41M0.0%N/A0.287%
2/26/2026Anchor Investment Management LLC706$53K0.0%+40.1%0.011%
2/18/2026 NewEdge Advisors LLC92,134$6.89M0.0%-2.1%1.400%
2/18/2026 Brooks Moore & Associates Inc.4,535$339K0.2%-9.9%0.069%
2/18/2026 American Trust14,993$1.12M0.1%+4.7%0.228%
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2/17/2026 Cetera Investment Advisers19,835$1.48M0.0%+24.4%0.301%
2/17/2026 Equitable Holdings Inc.4,096$306K0.0%-18.0%0.062%
2/17/2026 Osaic Holdings Inc.111,135$8.32M0.0%-27.8%1.689%
2/17/2026 Advisory Services Network LLC40,326$3.02M0.0%-2.3%0.613%
2/17/2026 Royal Bank of Canada27,904$2.09M0.0%+22.3%0.424%
2/17/2026 Bluedoor Private Wealth LLC10,379$776K0.4%N/A0.158%
2/16/2026 MML Investors Services LLC4,328$324K0.0%N/A0.066%
2/16/2026 Arax Advisory Partners510$38K0.0%N/A0.008%
2/13/2026 Kestra Advisory Services LLC111,155$8.31M0.0%+0.3%1.689%
2/13/2026 Liberty One Investment Management LLC27,219$2.04M0.3%-22.1%0.414%
2/13/2026 Stifel Financial Corp25,894$1.94M0.0%+0.6%0.394%
2/13/2026 Ausdal Financial Partners Inc.17,692$1.32M0.1%+7.3%0.269%
2/13/2026 Denver Wealth Management Inc.95,156$7.12M2.5%+584.4%1.446%
2/13/2026 Wells Fargo & Company MN51,391$3.84M0.0%+6.1%0.781%
2/12/2026 Hollencrest Capital Management602$45K0.0%N/A0.009%
2/12/2026 HRT Financial LP8,348$624K0.0%N/A0.127%
2/12/2026 Commonwealth Equity Services LLC23,808$1.78M0.0%-2.7%0.362%
2/12/2026 Stelac Advisory Services LLC7,712$577K0.2%-22.2%0.117%
2/11/2026 Janney Montgomery Scott LLC4,044$302K0.0%+35.8%0.061%
2/11/2026 RM Financial Services LLC41,193$3.08M2.7%N/A0.626%
2/11/2026 Montis Financial LLC3,088$231K0.0%N/A0.047%
2/11/2026 LPL Financial LLC586,864$43.89M0.0%+4.3%8.919%
2/10/2026 Goldman Sachs Group Inc.32,238$2.41M0.0%N/A0.490%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.38,044$2.85M1.9%+1.1%0.578%
2/10/2026 Northwestern Mutual Wealth Management Co.20,242$1.51M0.0%+36.3%0.308%
2/9/2026 Studio Investment Management LLC94,394$7.06M1.3%+2.6%1.435%
2/9/2026 Integrity Alliance LLC.2,961$221K0.0%N/A0.045%
2/9/2026 Harbour Investments Inc.26,341$1.97M0.0%+510.9%0.400%
2/9/2026 Redstone Wealth Management LLC35,157$2.63M2.1%N/A0.534%
2/6/2026 Advisory Alpha LLC10,721$802K0.0%+1.5%0.163%
2/6/2026 Flaharty Asset Management LLC17,625$1.32M0.2%+7.5%0.268%
2/6/2026 HighTower Advisors LLC6,560$491K0.0%-17.9%0.100%
2/4/2026 World Investment Advisors18,870$1.41M0.0%N/A0.287%
2/4/2026 Money Concepts Capital Corp3,779$283K0.0%-11.9%0.057%
1/30/2026 Bogart Wealth LLC60,190$4.50M0.2%+57.8%0.906%
1/29/2026 UBS Group AG47,714$3.57M0.0%+8.6%0.713%
1/29/2026 Sanctuary Advisors LLC2,687$201K0.0%N/A0.040%
1/29/2026 Concurrent Investment Advisors LLC2,907$217K0.0%N/A0.043%
1/28/2026 Geneos Wealth Management Inc.19,450$1.45M0.0%+6.7%0.291%
1/28/2026 Joseph P. Lucia & Associates LLC7,172$536K0.2%+2.4%0.107%
1/27/2026 Friedenthal Financial39,756$2.97M1.5%-4.6%0.594%
1/23/2026 Farther Finance Advisors LLC20,951$1.57M0.0%+3.6%0.312%
1/21/2026 Planning Directions Inc.2,894$216K0.1%N/A0.043%
1/20/2026 Jackson Wealth Management LLC33,230$2.49M0.2%+3.5%0.494%
1/16/2026 Perigon Wealth Management LLC7,216$540K0.0%+139.4%0.107%
1/16/2026 Walker Asset Management LLC6,191$463K0.2%-5.0%0.092%
1/15/2026 Victory Financial Group LLC14,858$1.11M0.1%N/A0.220%
1/15/2026 MFA Wealth Services18,708$1.40M0.9%+2.1%0.277%
1/13/2026 Dakota Wealth Management32,593$2.44M0.0%+0.4%0.483%
1/12/2026 Focus Financial Network Inc.2,862$214K0.0%-8.5%0.042%
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1/6/2026 WealthCare Investment Partners LLC47,465$3.59M1.0%+1.9%0.705%
1/1/2026 JPMorgan Chase & Co.24,846$1.91M0.0%+828,100.0%0.375%
12/2/2025 Allworth Financial LP955$73K0.0%+235.1%0.014%
11/18/2025 Advisory Services Network LLC41,262$3.16M0.0%+2.3%0.622%
11/17/2025 NewEdge Advisors LLC94,093$7.21M0.0%-14.5%1.419%
11/17/2025 American Trust14,315$1.10M0.1%+1.4%0.216%
11/17/2025 Susquehanna International Group LLP9,454$725K0.0%+28.4%0.143%
11/17/2025 Northwestern Mutual Wealth Management Co.14,852$1.14M0.0%+67.1%0.224%
11/17/2025 MFA Wealth Services18,315$1.40M1.0%-4.4%0.276%
11/17/2025 Focus Partners Wealth8,125$623K0.0%N/A0.123%


RSPU Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 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 ($43.89M), Bank of America Corp DE ($34.63M), Raymond James Financial Inc. ($9.88M), Kestra Advisory Services LLC ($9.52M), Osaic Holdings Inc. ($8.32M), Studio Investment Management LLC ($8.08M), and Denver Wealth Management Inc. ($7.12M).Learn more on Invesco S&P 500 Equal Weight Utilities ETF's institutional investors.

Of the 104 institutional investors that purchased Invesco S&P 500 Equal Weight Utilities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($405.21K), Raymond James Financial Inc. ($237.35K), Uniting Wealth Partners LLC ($135.34K), Wealth Enhancement Advisory Services LLC ($103.96K), Denver Wealth Management Inc. ($82.10K), Arete Wealth Advisors LLC ($73.29K), and NewEdge Advisors LLC ($67.15K).

Institutional investors have bought a total of 794,267 shares in the last 24 months. This purchase volume represents approximately $61.06M in transactions.

Of the 25 institutional investors that sold Invesco S&P 500 Equal Weight Utilities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($154.41K), Osaic Holdings Inc. ($42.85K), Jackson Wealth Management LLC ($30.74K), Flaharty Asset Management LLC ($14.23K), Liberty One Investment Management LLC ($8.49K), Royal Bank of Canada ($6.25K), and Stelac Advisory Services LLC ($2.20K).

Institutional investors have sold a total of 271,556 shares in the last 24 months. This volume of shares sold represents approximately $21.55M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:RSPU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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