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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
UBS AM
76
UBS AM
Illinois
$9.96K
HPBT
77
Hickory Point Bank & Trust
Illinois
$9.69K +$10.4K +181 New
MA
78
MCF Advisors
Kentucky
$7.55K
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$5.83K
FDW
80
Fourth Dimension Wealth
Ohio
$5.62K
AC
81
AlphaCore Capital
California
$4.82K
HNB
82
Huntington National Bank
Ohio
$4.6K
TSMHT
83
Thurston Springer Miller Herd & Titak
Indiana
$3.75K
FGAM
84
Financial Gravity Asset Management
Texas
$2.46K +$919 +16 +53%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.77K
Simplex Trading
86
Simplex Trading
Illinois
$1.18K +$1.26K +22 New
TCOT
87
Trust Company of Toledo
Ohio
$910
LFA
88
Legend Financial Advisors
Pennsylvania
-$7.42M -130,086 Closed
UAS
89
United Asset Strategies
New York
-$3.15M -55,154 Closed
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
-$2.16M -37,925 Closed
Baird Financial Group
91
Baird Financial Group
Wisconsin
-$1M -17,572 Closed
MPCA
92
Madison Park Capital Advisors
Washington
-$364K -6,376 Closed
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
-$329K -5,764 Closed
BCP
94
Blue Chip Partners
Michigan
-$295K -5,170 Closed
Stifel Financial
95
Stifel Financial
Missouri
-$258K -4,519 Closed
TH
96
TCTC Holdings
Texas
-$13.2K -231 Closed