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Invesco S&P SmallCap Consumer Discretionary ETF

23 hedge funds and large institutions have $6.4M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.31M 14,253 +582 +4%
EWA
2
EP Wealth Advisors
California
$979K 10,622 +10,622 New
VF
3
Virtu Financial
New York
$789K 8,567 +5,758 +205%
NFP
4
Narus Financial Partners
Utah
$493K 5,349 +1,333 +33%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$477K 5,173 +506 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$431K 4,677 -545 -10%
Goldman Sachs
7
Goldman Sachs
New York
$416K 4,515
Bank of America
8
Bank of America
North Carolina
$378K 4,103
TRCT
9
Tower Research Capital (TRC)
New York
$337K 3,656 -7,173 -66%
Osaic Holdings
10
Osaic Holdings
Arizona
$305K 3,309 +440 +15%
LPL Financial
11
LPL Financial
California
$301K 3,266 +615 +23%
UBS Group
12
UBS Group
Switzerland
$56.8K 616 +616 New
SPIA
13
Steward Partners Investment Advisory
New York
$37.7K 409 +27 +7%
PTC
14
Private Trust Company
Ohio
$19.4K 210
CIAS
15
Capital Investment Advisory Services
North Carolina
$14.4K 156 +1 +0.6%
MAS
16
MPWM Advisory Solutions
Georgia
$13.5K 146
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13K 144
KIG
18
Kessler Investment Group
Indiana
$10.6K 114 +83 +268%
KFI
19
Key Financial Inc
Pennsylvania
$6.73K 73
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2.76K 30 -29 -49%
GSWM
21
Golden State Wealth Management
California
$2.3K 25
Wells Fargo
22
Wells Fargo
California
$156 2 +1 +100%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$92 1 +1 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-9,377 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-2,858 Closed