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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
FRA
76
Front Row Advisors
California
$12.8K
UBS AM
77
UBS AM
Illinois
$10.6K -$170K -3,017 -94%
MA
78
MCF Advisors
Kentucky
$8.04K
CI
79
CX Institutional
Indiana
$7K -$157K -2,776 -96%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$6.22K
FDW
81
Fourth Dimension Wealth
Ohio
$5.99K
AC
82
AlphaCore Capital
California
$5.13K
HNB
83
Huntington National Bank
Ohio
$4.91K
TSMHT
84
Thurston Springer Miller Herd & Titak
Indiana
$3.99K +$3.95K +70 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.88K -$1.92K -34 -51%
FGAM
86
Financial Gravity Asset Management
Texas
$1.71K -$4.34K -77 -72%
TCOT
87
Trust Company of Toledo
Ohio
$970
PAS
88
Park Avenue Securities
New York
-$4.54M -78,653 Closed
SC
89
Sykon Capital
New York
-$1.99M -34,532 Closed
BLFG
90
Brian Low Financial Group
Louisiana
-$700K -12,128 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-$630K -10,911 Closed
QCM
92
Quantinno Capital Management
New York
-$384K -6,658 Closed
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
-$262K -4,536 Closed
TRCT
94
Tower Research Capital (TRC)
New York
-$33.6K -582 Closed
ADL
95
Asset Dedication LLC
California
-$26K -450 Closed
WANY
96
Wealthspire Advisors (New York)
New York
-$23.4K -405 Closed
SPIA
97
Steward Partners Investment Advisory
New York
-$4.89K -85 Closed