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Invesco S&P SmallCap Consumer Discretionary ETF

28 hedge funds and large institutions have $17.5M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$5.44M 52,430 -2,491 -5%
Morgan Stanley
2
Morgan Stanley
New York
$3.9M 37,586 +17,196 +84%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.56M 15,065 +15,065 New
VF
4
Virtu Financial
New York
$839K 8,093 -3,393 -30%
HCA
5
Harbor Capital Advisors
Illinois
$742K 7,160 +3,796 +113%
Bank of America
6
Bank of America
North Carolina
$572K 5,520 +14 +0.3%
TRCT
7
Tower Research Capital (TRC)
New York
$548K 5,288 +1,887 +55%
GIA
8
Gladstone Institutional Advisory
Florida
$489K 4,717 +4,717 New
Goldman Sachs
9
Goldman Sachs
New York
$468K 4,515
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$446K 4,303 +1,876 +77%
Osaic Holdings
11
Osaic Holdings
Arizona
$415K 4,003 +1,030 +35%
LPL Financial
12
LPL Financial
California
$391K 3,768 +584 +18%
RJA
13
Raymond James & Associates
Florida
$307K 2,964 -469 -14%
Citadel Advisors
14
Citadel Advisors
Florida
$283K 2,729 +2,729 New
NFP
15
Narus Financial Partners
Utah
$270K 2,609 +2,609 New
GSIAS
16
Garden State Investment Advisory Services
New Jersey
$266K 2,565 -162 -6%
UBS Group
17
UBS Group
Switzerland
$241K 2,321 +254 +12%
BPA
18
Beacon Pointe Advisors
California
$204K 1,964 +1,964 New
SPIA
19
Steward Partners Investment Advisory
New York
$48.6K 468 +168 +56%
PTC
20
Private Trust Company
Ohio
$21.8K 210
CIAS
21
Capital Investment Advisory Services
North Carolina
$15.9K 153
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15K 144
KIG
23
Kessler Investment Group
Indiana
$14.6K 140 +69 +97%
TAM
24
Tucker Asset Management
Colorado
$10.6K 102
Fidelity Investments
25
Fidelity Investments
Massachusetts
$8.29K 80 +80 New