We are live on ! Find out more
RSPD icon

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

86 hedge funds and large institutions have $149M 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, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 8786 (-1)

1.71% less ownership

Funds ownership: 68.06%66.35% (-1.7%)

5% less capital invested

Capital invested by funds: $157M → $149M (-$8.25M)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
20
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Walker Asset Management
Missouri
$1.17M -$28K -497 -2%
HBT
27
Hills Bank & Trust
Iowa
$1.02M +$1.01M +17,851 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1M -$111K -1,969 -10%
DIP
29
Davis Investment Partners
North Carolina
$975K -$338K -6,000 -26%
PAG
30
Private Advisor Group
New Jersey
$882K +$17.2K +305 +2%
SWP
31
Strategic Wealth Partners
Ohio
$743K -$7.05M -125,097 -91%
SA
32
Sanctuary Advisors
Indiana
$669K -$22.3K -395 -3%
ASN
33
Advisory Services Network
Georgia
$613K -$7.1K -126 -1%
Lido Advisors
34
Lido Advisors
California
$590K
Corient Private Wealth
35
Corient Private Wealth
Florida
$587K +$290K +5,146 +100%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$570K
TWC
37
TD Waterhouse Canada
Ontario, Canada
$564K +$558K +9,892 New
PCH
38
PGIM Custom Harvest
New Jersey
$542K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$483K +$477K +8,465 New
GVAG
40
Great Valley Advisor Group
Delaware
$367K -$2.42K -43 -0.7%
MPCA
41
Madison Park Capital Advisors
Washington
$364K
NA
42
NewEdge Advisors
Louisiana
$338K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$329K -$8.34K -148 -3%
WA
44
Waverly Advisors
Alabama
$299K -$11.8K -209 -4%
BCP
45
Blue Chip Partners
Michigan
$295K +$291K +5,170 New
EAM
46
Empirical Asset Management
Massachusetts
$292K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$284K +$56 +1 +0%
WCM
48
Winthrop Capital Management
Indiana
$276K -$22.7K -402 -8%
Ameriprise
49
Ameriprise
Minnesota
$263K -$68K -1,206 -21%
Stifel Financial
50
Stifel Financial
Missouri
$258K +$3.5K +62 +1%