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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

96 hedge funds and large institutions have $274M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+18
Holders Change %
+23.08%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
29
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
51
Private Trust Company
Ohio
$411K
WAM
52
Worth Asset Management
Texas
$312K +$312K +5,844 New
Citadel Advisors
53
Citadel Advisors
Florida
$302K +$302K +5,643 New
EAM
54
Empirical Asset Management
Massachusetts
$287K
VAM
55
Verity Asset Management
North Carolina
$284K +$284K +5,311 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$278K -$24.8K -465 -8%
WC
57
Waterloo Capital
Texas
$270K +$270K +5,054 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$269K +$5.02K +94 +2%
TRCT
59
Tower Research Capital (TRC)
New York
$266K +$1.44K +27 +0.5%
Stifel Financial
60
Stifel Financial
Missouri
$253K +$253K +4,736 New
JIR
61
James Investment Research
Ohio
$250K
QCM
62
Quantinno Capital Management
New York
$243K +$243K +4,539 New
AFG
63
ABLE Financial Group
Arizona
$238K +$238K +4,451 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$212K +$212K +3,962 New
LOIP
65
Live Oak Investment Partners
Texas
$201K -$203K
SAM
66
Smartleaf Asset Management
Massachusetts
$200K +$200K +3,738 New
TCM
67
Tradewinds Capital Management
Washington
$175K +$321 +6 +0.2%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$167K -$51.4K -962 -24%
CF
69
Collier Financial
Colorado
$146K +$146K +2,737 New
GRP
70
Global Retirement Partners
California
$143K +$143K +2,672 New
RBA
71
Richard Bernstein Advisors
New York
$135K -$801 -15 -0.6%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$89.5K +$63.8K +1,195 +248%
GT
73
Glenmede Trust
Pennsylvania
$72.1K
AWM
74
Avior Wealth Management
Nebraska
$64.1K
Comerica Bank
75
Comerica Bank
Texas
$55K