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Invesco S&P 500 Equal Weight Consumer Discretionary ETF
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Overview Fund Activity

86 hedge funds and large institutions have $376M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
31
Reduced
21
Closed
11
Calls
$486K
Puts
$26K
Net Calls
+$460K
Net Calls Change
+$460K

Top Buyers

1
PF
1
Phoenix Financial
Israel
$170M
2
Wells Fargo
2
Wells Fargo
California
$13.3M
3
JCM
3
Janney Capital Management
Pennsylvania
$4.47M
4
UBS Group
4
UBS Group
Switzerland
$3.99M
5
BAAM
5
Baker Avenue Asset Management
California
$2.5M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$318K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.79M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.08M
4
FIM
4
Freedom Investment Management
Connecticut
$2.84M
5
TB
5
Treynor Bancshares
Iowa
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$12K +$12K +300 New
KM
77
Kalos Management
Georgia
$11.1K – – –
FRA
78
Front Row Advisors
California
$10K – – –
US Bancorp
79
US Bancorp
Minnesota
$5.88K – – –
AC
80
AlphaCore Capital
California
$5.75K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$4.99K +$4.99K +117 New
LF
82
Lee Financial
Texas
$4.09K – – –
FGAM
83
Financial Gravity Asset Management
Texas
$3.13K +$244 +30 +8%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$2.94K – – –
EL
85
EMFO LLC
Florida
$2.34K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$895 +$895 +21 New
NFSG
87
Newbridge Financial Services Group
Florida
$639 +$639 +15 New
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$260 +$31 +735 +14%
LSA
89
Lion Street Advisors
Texas
– -$469K -9,201 Closed
Baird Financial Group
90
Baird Financial Group
Wisconsin
– -$235K -5,988 Closed
LFAS
91
Level Four Advisory Services
Texas
– -$208K -5,304 Closed
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
– -$60K -1,536 Closed
CFGS
93
Concourse Financial Group Securities
Alabama
– -$51.1K -1,302 Closed
NA
94
NewEdge Advisors
Louisiana
– -$16.5K -420 Closed
MCC
95
Money Concepts Capital
Florida
– -$13.7K -348 Closed
MWM
96
MinichMacGregor Wealth Management
New York
– -$7.66K -195 Closed
RIA
97
Realta Investment Advisors
Delaware
– -$7.42K -189 Closed
MA
98
Montag & Associates
Georgia
– -$1.89K -48 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
– -$1K -33 Closed
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