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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

80 hedge funds and large institutions have $124M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
80
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
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Collier Financial
Colorado
$137K
Jones Financial Companies
52
Jones Financial Companies
Missouri
$103K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$94.6K
RBA
54
Richard Bernstein Advisors
New York
$83.9K
GT
55
Glenmede Trust
Pennsylvania
$67.4K
Comerica Bank
56
Comerica Bank
Texas
$44.5K
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$41.4K
US Bancorp
58
US Bancorp
Minnesota
$29.7K
AF
59
Allworth Financial
California
$29.2K
CA
60
Clearstead Advisors
Ohio
$26.9K
VNA
61
Valley National Advisers
Pennsylvania
$24K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$13.6K
TSMHT
63
Thurston Springer Miller Herd & Titak
Indiana
$13.5K
TH
64
TCTC Holdings
Texas
$11.5K
JGCM
65
Joseph Group Capital Management
Ohio
$11.4K
FRA
66
Front Row Advisors
California
$11.2K
VWM
67
Valley Wealth Managers
New Jersey
$8.58K
SPIA
68
Steward Partners Investment Advisory
New York
$8.24K
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$8.13K
MA
70
MCF Advisors
Kentucky
$7.04K
FGAM
71
Financial Gravity Asset Management
Texas
$6.99K
SAM
72
Smartleaf Asset Management
Massachusetts
$6.49K
FDW
73
Fourth Dimension Wealth
Ohio
$5.24K
CI
74
CX Institutional
Indiana
$5K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.59K