The Invesco S&P 500 Eql Wght Utilities ETF, an equal-weight US utilities ETF, offers sector exposure with reduced mega-cap concentration but carries a higher expense ratio than peers. Recent defensive rotation has driven RSPU valuations to the 89th percentile of their 30-year range, compressing its relative value advantage. Despite resilience and a 2.57% yield, utilities' earnings growth lags behind sectors like tech, limiting upside as valuation spreads narrow.
Launched on 11/01/2006, the Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is a smart beta exchange traded fund offering broad exposure to the Utilities/Infrastructure ETFs category of the market.
Launched on November 1, 2006, the Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is a passively managed exchange traded fund designed to provide a broad exposure to the Utilities - Broad segment of the equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 30,769 | $2.25M | $2.5M | $250,070.24 | 11.12% |
| ME Matthew Ellis Planning Directions Inc | 2,602 | $194,577.56 | $211,854.84 | $17,277.28 | 8.88% |
Jeff Ameen Spire Wealth Management | 250 | $12,910 | $20,375 | $7,465 | 57.82% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 60 | $3,403.33 | $4,869.6 | $1,466.27 | 43.08% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 94,394 | $6.26M | $7.66M | $1.4M | 22.34% |
| ARCA Exchange | US Country |
The fund described is a highly specialized investment vehicle that focuses exclusively on the utilities sector of the S&P 500® Index. By investing at least 90% of its total assets in the securities comprising the underlying index, it closely mirrors the performance of utilities companies included in the S&P 500®. These companies are meticulously selected based on their classification within the utilities sector, adhering to the classifications set forth by the Global Industry Classification Standard (GICS). This narrow focus allows the fund to offer a targeted investment option for those interested in the utilities segment of the broader stock market.
This product centers around investing in the common stocks of all companies classified under the utilities sector in the S&P 500® Index. It offers investors a focused exposure to the utilities industry, encompassing a range of companies that provide essential services such as water, gas, and electricity. By maintaining a portfolio that is at least 90% invested in these securities, the fund aims to replicate the performance of the S&P 500® Utilities Plus Index, providing a specialized investment opportunity within this stable and essential sector of the economy.