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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
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 -$7.05M
2 -$4.54M
3 -$4.06M
4
SC
Sykon Capital
New York
-$1.99M
5
LPL Financial
LPL Financial
California
-$1.76M
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
SWP
31
Strategic Wealth Partners
Ohio
$743K
SA
32
Sanctuary Advisors
Indiana
$669K
ASN
33
Advisory Services Network
Georgia
$613K
Lido Advisors
34
Lido Advisors
California
$590K
Corient Private Wealth
35
Corient Private Wealth
Florida
$587K
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$570K
TWC
37
TD Waterhouse Canada
Ontario, Canada
$564K
PCH
38
PGIM Custom Harvest
New Jersey
$542K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$483K
GVAG
40
Great Valley Advisor Group
Delaware
$367K
MPCA
41
Madison Park Capital Advisors
Washington
$364K
NA
42
NewEdge Advisors
Louisiana
$338K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$329K
WA
44
Waverly Advisors
Alabama
$299K
BCP
45
Blue Chip Partners
Michigan
$295K
EAM
46
Empirical Asset Management
Massachusetts
$292K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$284K
WCM
48
Winthrop Capital Management
Indiana
$276K
Ameriprise
49
Ameriprise
Minnesota
$263K
Stifel Financial
50
Stifel Financial
Missouri
$258K