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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

86 hedge funds and large institutions have $138M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

0% more funds holding

Funds holding: 8686 (0)

7% less capital invested

Capital invested by funds: $149M → $138M (-$10.7M)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

14.72% less ownership

Funds ownership: 66.35%51.63% (-15%)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$233K +$2.47K +43 +1%
CA
52
CoreCap Advisors
Michigan
$179K -$4.31K -75 -2%
TCM
53
Tradewinds Capital Management
Washington
$178K +$287 +5 +0.2%
WCM
54
Winthrop Capital Management
Indiana
$175K -$90.1K -1,569 -32%
PTC
55
Private Trust Company
Ohio
$164K
Jones Financial Companies
56
Jones Financial Companies
Missouri
$157K +$2.47K +43 +1%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$114K +$230 +4 +0.2%
Osaic Holdings
58
Osaic Holdings
Arizona
$89.6K -$21.9K -382 -19%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$88.4K -$11.8K -205 -11%
GT
60
Glenmede Trust
Pennsylvania
$72.3K
SIS
61
Sound Income Strategies
Florida
$64.2K
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$63.3K +$4.19K +73 +7%
CF
63
Collier Financial
Colorado
$43.1K
RBA
64
Richard Bernstein Advisors
New York
$41.9K -$919 -16 -2%
AF
65
Allworth Financial
California
$32.4K +$57 +1 +0.2%
IAIM
66
International Assets Investment Management
Florida
$32.2K
CA
67
Clearstead Advisors
Ohio
$28.9K
US Bancorp
68
US Bancorp
Minnesota
$27.1K
NFSG
69
Newbridge Financial Services Group
Florida
$26.8K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$26.1K +$28K +488 New
BT
71
Banque Transatlantique
France
$24.9K +$26.7K +465 New
HI
72
Harbour Investments
Wisconsin
$24.6K +$26.3K +458 New
VNA
73
Valley National Advisers
Pennsylvania
$24K
FRA
74
Front Row Advisors
California
$12K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$10.3K -$3.56K -62 -24%