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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

85 hedge funds and large institutions have $148M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.54M
2 -$4.06M
3 -$1.99M
4
LPL Financial
LPL Financial
California
-$1.76M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Walker Asset Management
Missouri
$1.17M
HBT
27
Hills Bank & Trust
Iowa
$1.02M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1M
DIP
29
Davis Investment Partners
North Carolina
$975K
PAG
30
Private Advisor Group
New Jersey
$882K
SA
31
Sanctuary Advisors
Indiana
$669K
ASN
32
Advisory Services Network
Georgia
$613K
Lido Advisors
33
Lido Advisors
California
$590K
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$570K
TWC
35
TD Waterhouse Canada
Ontario, Canada
$564K
PCH
36
PGIM Custom Harvest
New Jersey
$542K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$483K
GVAG
38
Great Valley Advisor Group
Delaware
$367K
MPCA
39
Madison Park Capital Advisors
Washington
$364K
NA
40
NewEdge Advisors
Louisiana
$338K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$329K
WA
42
Waverly Advisors
Alabama
$299K
BCP
43
Blue Chip Partners
Michigan
$295K
Corient Private Wealth
44
Corient Private Wealth
Florida
$293K
EAM
45
Empirical Asset Management
Massachusetts
$292K
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$284K
WCM
47
Winthrop Capital Management
Indiana
$276K
Ameriprise
48
Ameriprise
Minnesota
$263K
Stifel Financial
49
Stifel Financial
Missouri
$258K
JIR
50
James Investment Research
Ohio
$254K