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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

40 hedge funds and large institutions have $19M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-10
Holders Change %
-20%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
9
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$51K
GT
27
Glenmede Trust
Pennsylvania
$50K
SF
28
Synovus Financial
Georgia
$36K +$36K +1,599 New
SBL
29
Sargent Bickham Lagudis
Colorado
$28K
VNA
30
Valley National Advisers
Pennsylvania
$24K -$2.2K -99 -8%
Osaic Holdings
31
Osaic Holdings
Arizona
$20K +$20K +161,220 New
HFM
32
Hartford Financial Management
Connecticut
$13K
FANJ
33
Financial Architects (New Jersey)
New Jersey
$10K -$6.67K -300 -40%
KFS
34
Kelly Financial Services
Massachusetts
$6.7K
FRA
35
Front Row Advisors
California
$6K
CAL
36
Capital Analysts LLC
Pennsylvania
$4K -$920K -42,108 -100%
AWM
37
Atticus Wealth Management
Florida
$2K -$1.46K -57 -42%
LF
38
Lee Financial
Texas
$2K
SW
39
SVB Wealth
Massachusetts
$2K
FI
40
FormulaFolio Investments
Michigan
-$9.06M -244,299 Closed
SA
41
Strategic Advisors
New York
-$824K -22,221 Closed
SFS
42
Sowell Financial Services
Arkansas
-$665K -17,946 Closed
FHC
43
First Heartland Consultants
Missouri
-$578K -15,597 Closed
RWM
44
RBA Wealth Management
California
-$481K -12,972 Closed
PG
45
Prostatis Group
Maryland
-$412K -11,118 Closed
WCM
46
WealthBridge Capital Management
Ohio
-$397K -10,695 Closed
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
-$317K -8,535 Closed
Stifel Financial
48
Stifel Financial
Missouri
-$236K -6,390 Closed
ACA
49
Atlas Capital Advisors
Wyoming
-$14.2K -381 Closed
FWM
50
FSA Wealth Management
Massachusetts
-$7K -180 Closed