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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

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
JIR
51
James Investment Research
Ohio
$254K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$246K +$243K +4,312 New
CA
53
CoreCap Advisors
Michigan
$195K -$37.2K -659 -16%
TCM
54
Tradewinds Capital Management
Washington
$189K +$395 +7 +0.2%
RWA
55
Redmont Wealth Advisors
Illinois
$188K -$57.5K -1,020 -10%
PTC
56
Private Trust Company
Ohio
$175K
Jones Financial Companies
57
Jones Financial Companies
Missouri
$169K -$4.17K -74 -2%
GRP
58
Global Retirement Partners
California
$131K
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$121K -$1.41K -25 -1%
Osaic Holdings
60
Osaic Holdings
Arizona
$117K -$645K -11,443 -85%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$106K
GT
62
Glenmede Trust
Pennsylvania
$77K +$76.1K +1,350 New
SIS
63
Sound Income Strategies
Florida
$70.4K +$66.8K +1,184 +11,840%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$63.2K +$45.7K +810 +271%
CF
65
Collier Financial
Colorado
$45.9K -$21K -373 -32%
RBA
66
Richard Bernstein Advisors
New York
$45.6K -$56 -1 -0.1%
AF
67
Allworth Financial
California
$34.5K +$56 +1 +0.2%
IAIM
68
International Assets Investment Management
Florida
$34.2K +$33.8K +600 New
CA
69
Clearstead Advisors
Ohio
$30.8K -$328K -5,813 -92%
US Bancorp
70
US Bancorp
Minnesota
$28.9K
NFSG
71
Newbridge Financial Services Group
Florida
$28.5K
Comerica Bank
72
Comerica Bank
Texas
$27.8K -$2.09K -37 -7%
VNA
73
Valley National Advisers
Pennsylvania
$25K +$8.74K +155 +172%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$14.5K -$1.24K -22 -8%
TH
75
TCTC Holdings
Texas
$13.2K