Who owns Invesco S&P 500 Equal Weight Utilities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RSPU from SEC Form 13F filings across 132 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 132 institutions disclosed 3.1M shares of Invesco S&P 500 Equal Weight Utilities ETF worth $253.6M — about 45.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
132
13F holders
$253.6M
value, 2026 filers
45.8%
of shares outstanding (3.1M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RSPU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 593,610 | $48.2M | 0.0% | 8.7% | +1.7% |
| 2 | BANK OF AMERICA CORP /DE/ | 420,124 | $34.1M | 0.0% | 6.2% | -1.6% |
| 3 | MORGAN STANLEY | 219,208 | $17.8M | 0.0% | 3.2% | +22.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 164,273 | $13.3M | 0.0% | 2.4% | +7.7% |
| 5 | OSAIC HOLDINGS, INC. | 122,710 | $10.0M | 0.0% | 1.8% | -1.6% |
| 6 | Kestra Advisory Services, LLC | 112,864 | $9.2M | 0.0% | 1.7% | -3.8% |
| 7 | DENVER WEALTH MANAGEMENT, INC. | 105,068 | $8.5M | 2.4% | 1.5% | +12.3% |
| 8 | STUDIO INVESTMENT MANAGEMENT LLC | 99,554 | $8.1M | 1.4% | 1.5% | +3.0% |
| 9 | Cambridge Investment Research Advisors, Inc. | 84,382 | $6.8M | 0.0% | 1.2% | -1.7% |
| 10 | AMERIPRISE FINANCIAL INC | 64,966 | $5.3M | 0.0% | 1% | +19.7% |
| 11 | REDSTONE WEALTH MANAGEMENT, LLC | 55,141 | $4.5M | 2.9% | 0.8% | +50.0% |
| 12 | RM Financial Services, LLC | 50,927 | $4.1M | 3.1% | 0.7% | +1.1% |
| 13 | WealthCare Investment Partners, LLC | 50,249 | $4.1M | 1.0% | 0.7% | +2.6% |
| 14 | UBS Group AG | 49,511 | $4.0M | 0.0% | 0.7% | -1.7% |
| 15 | Friedenthal Financial | 41,873 | $3.4M | 1.6% | 0.6% | +2.8% |
| 16 | JONES FINANCIAL COMPANIES LLLP | 41,286 | $3.4M | 0.0% | 0.6% | +72.2% |
| 17 | Advisory Services Network, LLC | 39,555 | $3.2M | 0.0% | 0.6% | -3.1% |
| 18 | Marshall & Sterling Wealth Advisors Inc. | 37,648 | $3.1M | 1.8% | 0.6% | -3.9% |
| 19 | JPMORGAN CHASE & CO | 34,748 | $2.9M | 0.0% | 0.5% | +36.5% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33,107 | $2.7M | 0.0% | 0.5% | +15.2% |
| 21 | WELLS FARGO & COMPANY/MN | 32,496 | $2.6M | 0.0% | 0.5% | +4.3% |
| 22 | HARBOUR INVESTMENTS, INC. | 32,313 | $2.6M | 0.0% | 0.5% | +5.0% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 31,345 | $2.5M | 0.0% | 0.5% | +10.1% |
| 24 | Dakota Wealth Management | 29,201 | $2.4M | 0.0% | 0.4% | -7.6% |
| 25 | Farther Finance Advisors, LLC | 28,039 | $2.3M | 0.0% | 0.4% | +7.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.