
Invesco S&P 500 Equal Weight Utilities is an exchange-traded fund on ARCA. As of Q3 2025, 110 institutional investors hold shares in this ETF, with total holdings valued at $227.4M. LPL Financial LLC is the largest holder with a position valued at $43.1M.
Overview of institutional ownership in RSPU as of Q3 2025
Institutions with the largest positions in RSPU as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $43.1M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $34.9M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $15.1M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $11.5M 0.02% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $9.9M 0.00% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $8.5M 0.04% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $7.2M 0.03% of portfolio |
S STUDIO INVESTMENT MANAGEMENT LLC RIA/Wealth | $7.1M 1.33% of portfolio |
$6.7M 0.02% of portfolio | |
Uniting Wealth Partners, LLC RIA/Wealth | $5.5M 1.32% of portfolio |
Institutional buying and selling activity for RSPU in Q3 2025
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$3.3M +42.7K shares |
L LPL Financial LLC Institution | +$2.1M +28.0K shares |
JPMORGAN CHASE & CO Institution | +$1.9M +24.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.6M +20.3K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.5M +19.8K shares |
UBS Group AG Institution | +$773.7K +10.1K shares |
F Financial Freedom, LLC Institution | +$680.3K +8.9K shares |
C Colony Group, LLC Institution | +$622.9K +8.1K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$617.5K +8.1K shares |
S STUDIO INVESTMENT MANAGEMENT LLC RIA/Wealth | +$501.7K +6.5K shares |
| Institution | Net Sold |
|---|---|
P Proficio Capital Partners LLC Family Office | −$3.1M −2.8M shares |
GOLDMAN SACHS GROUP INC Institution | −$2.5M −35.7K shares |
Baird Financial Group, Inc. Private Equity | −$1.3M −16.6K shares |
Goss Wealth Management LLC RIA/Wealth | −$1.2M −16.0K shares |
MORGAN STANLEY RIA/Wealth | −$943.0K −12.3K shares |
R ROYAL BANK OF CANADA Institution | −$776.6K −10.1K shares |
−$556.7K −7.8K shares | |
Ballast, Inc. RIA/Wealth | −$498.2K −7.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$270.3K −3.5K shares |
A Atlantic Trust Group, LLC Institution | −$141.8K −2.0K shares |
Institutions that initiated new positions or completely exited RSPU in Q3 2025
| Institution | Position Value |
|---|---|
C Colony Group, LLC Institution | $622.9K 8.1K shares |
Merit Financial Group, LLC RIA/Wealth | $366.0K 4.8K shares |
Perigon Wealth Management, LLC RIA/Wealth | $231.1K 3.0K shares |
Quantinno Capital Management LP Hedge Fund•Market Neutral | $214.8K 2.8K shares |
SALEM INVESTMENT COUNSELORS INC RIA/Wealth | $6.7K 87.0 shares |
HOWE & RUSLING INC RIA/Wealth | $157.0 2.0 shares |
| Institution | Previous Position |
|---|---|
P Proficio Capital Partners LLC Family Office | $3.1M 2.8M shares |
GOLDMAN SACHS GROUP INC Institution | $2.5M 35.7K shares |
$556.7K 7.8K shares | |
Ballast, Inc. RIA/Wealth | $498.2K 7.0K shares |
A Atlantic Trust Group, LLC Institution | $141.8K 2.0K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $27.9K 392.0 shares |
Ameritas Advisory Services, LLC RIA/Wealth | $9.2K 129.0 shares |
R Ronald Blue Trust, Inc. Institution | $45.0 1.0 shares |
Institutions with the largest Call and Put options positions in RSPU as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with RSPU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 1.85% $2.9M |
Friedenthal Financial RIA/Wealth | 1.65% $3.2M |
S STUDIO INVESTMENT MANAGEMENT LLC RIA/Wealth | 1.33% $7.1M |
Uniting Wealth Partners, LLC RIA/Wealth | 1.32% $5.5M |
W WealthCare Investment Partners, LLC RIA/Wealth | 1.17% $3.6M |
M MFA Wealth Services RIA/Wealth | 0.98% $1.4M |
PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.46% $959.5K |
DENVER WEALTH MANAGEMENT, INC. RIA/Wealth | 0.39% $1.1M |
F Financial Freedom, LLC Institution | 0.36% $729.9K |
Jackson Wealth Management, LLC RIA/Wealth | 0.33% $2.5M |
Discover hedge funds investing in RSPU


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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