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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

78 hedge funds and large institutions have $227M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-20
Holders Change %
-20.41%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
28
Reduced
32
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$1.54M +$296K +5,678 +24%
DIP
27
Davis Investment Partners
North Carolina
$1.41M -$12.1K -234 -0.8%
FF
28
Friedenthal Financial
New Jersey
$1.37M +$20K +384 +1%
JPLA
29
Joseph P. Lucia & Associates
New York
$1.27M -$7.04K -135 -0.6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.22M -$1.75M -33,654 -59%
WAM
31
Walker Asset Management
Missouri
$1.15M -$21.1K -405 -2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.13M -$5.53M -106,112 -83%
PA
33
Pinnacle Associates
New York
$1.12M -$59.4K -1,250 -5%
SAM
34
Strategy Asset Managers
California
$1.08M +$795K +15,251 +275%
Ameriprise
35
Ameriprise
Minnesota
$961K -$23.2K -446 -2%
PCH
36
PGIM Custom Harvest
New Jersey
$854K -$334K -6,406 -28%
PWM
37
Perigon Wealth Management
California
$833K +$833K +15,994 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$758K +$435K +8,340 +134%
ASN
39
Advisory Services Network
Georgia
$719K
Lido Advisors
40
Lido Advisors
California
$632K +$11K +212 +2%
CA
41
Clearstead Advisors
Ohio
$582K +$268K +5,151 +85%
FIM
42
Freedom Investment Management
Connecticut
$577K -$37.7K -724 -6%
PTC
43
Private Trust Company
Ohio
$401K
Osaic Holdings
44
Osaic Holdings
Arizona
$392K -$474K -9,101 -55%
GVAG
45
Great Valley Advisor Group
Delaware
$315K +$10K +192 +3%
Corient Private Wealth
46
Corient Private Wealth
Florida
$295K -$322K -6,171 -52%
EAM
47
Empirical Asset Management
Massachusetts
$280K -$25K -479 -8%
TRCT
48
Tower Research Capital (TRC)
New York
$258K -$5.21K -100 -2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$258K +$5.32K +102 +2%
FTUS
50
Flow Traders U.S.
New York
$246K +$246K +4,727 New