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Invesco S&P 500 Equal Weight Consumer Discretionary ETF
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Overview Fund Activity

86 hedge funds and large institutions have $376M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
31
Reduced
21
Closed
11
Calls
$486K
Puts
$26K
Net Calls
+$460K
Net Calls Change
+$460K

Top Buyers

1
PF
1
Phoenix Financial
Israel
$170M
2
Wells Fargo
2
Wells Fargo
California
$13.3M
3
JCM
3
Janney Capital Management
Pennsylvania
$4.47M
4
UBS Group
4
UBS Group
Switzerland
$3.99M
5
BAAM
5
Baker Avenue Asset Management
California
$2.5M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$318K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.79M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.08M
4
FIM
4
Freedom Investment Management
Connecticut
$2.84M
5
TB
5
Treynor Bancshares
Iowa
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
26
Carnegie Investment Counsel
Ohio
$1.31M +$892K +20,931 +212%
MAP
27
Milestone Advisory Partners
North Carolina
$1.31M +$1.31M +30,768 New
YWM
28
Yoder Wealth Management
California
$1.3M +$1.3M +30,420 New
JPLA
29
Joseph P. Lucia & Associates
New York
$1.25M -$21.1K -495 -2%
FF
30
Friedenthal Financial
New Jersey
$1.2M +$67.9K +1,593 +6%
LI
31
LVZ Inc
Michigan
$1.17M +$1.17M +27,519 New
WAM
32
Walker Asset Management
Missouri
$1.14M -$9.08K -213 -0.8%
VIM
33
Vista Investment Management
Pennsylvania
$1.14M +$75.7K +1,776 +7%
PA
34
Pinnacle Associates
New York
$1M +$1M +23,565 New
MA
35
Mutual Advisors
Nebraska
$978K +$10.6K +249 +1%
CAL
36
Capital Analysts LLC
Pennsylvania
$961K +$14.2K +333 +1%
ASN
37
Advisory Services Network
Georgia
$829K -$16.1K -378 -2%
Lido Advisors
38
Lido Advisors
California
$745K +$62.4K +1,464 +9%
KAS
39
Kestra Advisory Services
Texas
$620K +$8.69K +204 +1%
JIP
40
Jaffetilchin Investment Partners
Florida
$615K +$767 +18 +0.1%
DIP
41
Davis Investment Partners
North Carolina
$575K +$84K +1,989 +17%
CANY
42
Caxton Associates (New York)
New York
$514K +$514K +12,063 New
GWM
43
Geneos Wealth Management
Colorado
$502K -$194K -4,548 -28%
TRCT
44
Tower Research Capital (TRC)
New York
$496K +$42.8K +1,005 +9%
JIR
45
James Investment Research
Ohio
$467K -$109K -2,553 -19%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$438K – – –
OC
47
Oppenheimer & Co
New York
$383K +$383K +8,988 New
Two Sigma Investments
48
Two Sigma Investments
New York
$371K +$371K +8,700 New
QFA
49
Quattro Financial Advisors
Texas
$365K -$7.54K -177 -2%
PTC
50
Private Trust Company
Ohio
$328K +$328K +7,698 New
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