Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

Who holds EVRGEVERGY

41 funds on our shelf carry EVERGY — heaviest hand: PUI at 4.20% of its book.

FundWeightFund assetsShares held
PUIInvesco Dorsey Wright Utilities Momentum ETFINDEX4.20%$48M24,685
RSPUInvesco S&P 500 Equal Weight Utilities ETFINDEX3.35%$482M205,388
ZAPGlobal X U.S. Electrification ETF2.01%—111,507
BMVPInvesco Bloomberg MVP Multi-factor ETF1.86%—23,046
SPHDInvesco S&P 500 High Dividend Low Volatility ETFINDEX1.44%$3.1B572,885
XLUUtilities Select Sector SPDR FundINDEX1.38%$23.8B3,806,624
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETFINDEX1.34%$7B1,145,136
VPUVanguard Utilities Index FundINDEX1.31%$6.2B1,584,344
SPLVInvesco S&P 500 Low Volatility ETFINDEX1.28%$6.9B1,114,152
IDUiShares U.S. Utilities ETFINDEX1.23%$1.4B201,829
UPWProShares Ultra UtilitiesINDEX1.03%$11M2,115
QQQJInvesco NASDAQ Next Gen 100 ETFINDEX0.98%$698M136,808
SDYState Street SPDR S&P Dividend ETFINDEX0.98%$20.5B2,416,973
JXIiShares Global Utilities ETFINDEX0.89%$372M36,371
POWRiShares U.S. Power Infrastructure ETF0.82%—41,787
SPVMInvesco S&P 500 Value with Momentum ETFINDEX0.75%$132M12,342
LGLVState Street SPDR US Large Cap Low Volatility Index ETFINDEX0.62%$1.1B82,275
IFRAiShares U.S. Infrastructure ETFINDEX0.53%$4B275,474
VBRVanguard Small Cap Value Index FundINDEX0.39%$30.1B3,197,246
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.39%$618M30,435
HDViShares Core High Dividend ETFINDEX0.33%$14.6B619,228
IMCViShares Morningstar Mid-Cap Value ETFINDEX0.27%$1.1B39,831
ONEVState Street SPDR Russell 1000 Low Volatility Focus ETFINDEX0.27%$270M8,995
VBVanguard Small Cap Index FundINDEX0.22%$58.9B4,914,564
EQALInvesco Russell 1000 Equal Weight ETFINDEX0.21%$810M19,960
RSPInvesco S&P 500 Equal Weight ETFINDEX0.21%$96B2,417,378
EUSAiShares MSCI USA Equal Weighted ETFINDEX0.20%$1.9B45,346
SIZEiShares MSCI USA Size Factor ETFINDEX0.20%$425M9,985
IWSiShares Russell Mid-Cap Value ETFINDEX0.19%$15.2B350,388
ONEOState Street SPDR Russell 1000 Momentum Focus ETFINDEX0.17%$30M618
DGROiShares Core Dividend Growth ETFINDEX0.15%$44.5B766,545
IWRiShares Russell Mid-Cap ETFINDEX0.14%$56.3B965,839
VLUEiShares MSCI USA Value Factor ETFINDEX0.12%$9.2B131,572
VFMVVanguard U.S. Minimum Volatility ETFINDEX0.11%$119M6,646
AUSFGlobal X Adaptive U.S. Factor ETFINDEX0.09%$298M9,583
SPMOInvesco S&P 500 Momentum ETFINDEX0.08%$21.6B207,681
VYMVanguard High Dividend Yield Index FundINDEX0.08%$58.1B937,111
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.08%$13M119
PFMInvesco Dividend Achievers ETFINDEX0.07%$778M6,535
ILCViShares Morningstar Value ETFINDEX0.06%$1.3B9,056
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.05%$2B13,310

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

ETF Dailyfrom Private Wealth Daily

ETF launches, fund research, and market coverage in your inbox every morning. Free.

Free. Every morning. Unsubscribe from any edition in one click.