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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

43 hedge funds and large institutions have $49.1M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.95M -$714K -21,768 -8%
Morgan Stanley
2
Morgan Stanley
New York
$5.72M -$314K -9,588 -5%
Goldman Sachs
3
Goldman Sachs
New York
$4.92M +$1.18K +36 +0%
NCM
4
Nelson Capital Management
California
$4.59M +$4.59M +139,815 New
TCM
5
Tradewinds Capital Management
Washington
$3.91M +$3.91M +119,235 New
SAM
6
SignalPoint Asset Management
Missouri
$3.83M +$44.1K +1,344 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.4M +$3.4M +103,611 New
Bank of America
8
Bank of America
North Carolina
$1.84M +$420K +12,807 +30%
PMG
9
ProVise Management Group
Florida
$1.58M +$1.58M +48,078 New
FIM
10
Freedom Investment Management
Connecticut
$1.55M +$63.3K +1,929 +4%
FF
11
Friedenthal Financial
New Jersey
$1.24M +$74.8K +2,280 +6%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.22M +$953K +29,049 +360%
UBS Group
13
UBS Group
Switzerland
$1M -$39.2K -1,194 -4%
Jane Street
14
Jane Street
New York
$765K -$19.6K -597 -2%
RJA
15
Raymond James & Associates
Florida
$733K -$65.9K -2,010 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$621K +$421K +12,846 +211%
LFS
17
Legacy Financial Strategies
Kansas
$596K +$127K +3,873 +27%
FI
18
FormulaFolio Investments
Michigan
$588K -$41.9K -1,278 -7%
KSA
19
Ken Stern & Associates
California
$518K +$4.92K +150 +1%
FSA
20
Financial Sense Advisors
California
$342K +$342K +10,437 New
Stifel Financial
21
Stifel Financial
Missouri
$276K -$16.7K -510 -6%
ASN
22
Advisory Services Network
Georgia
$276K +$28.2K +861 +11%
SPI
23
Santori & Peters Inc
Pennsylvania
$257K -$39.5K -1,206 -13%
LPL Financial
24
LPL Financial
California
$244K -$21.2K -645 -8%
LCM
25
Liberty Capital Management
Michigan
$217K