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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

50 hedge funds and large institutions have $234M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
14
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$81.9M 670,000 +450,000 +205%
Bank of America
2
Bank of America
North Carolina
$61.4M 501,774 +1,455 +0.3%
PF
3
Phoenix Financial
Israel
$36.3M 297,531 +297,531 New
PWAG
4
Polaris Wealth Advisory Group
California
$8.83M 69,787 +69,787 New
ST
5
Spinnaker Trust
Maine
$8.14M 66,526 +66,526 New
Morgan Stanley
6
Morgan Stanley
New York
$4.95M 40,486 +1,979 +5%
Goldman Sachs
7
Goldman Sachs
New York
$3.88M 31,753 +13,900 +78%
SAM
8
SignalPoint Asset Management
Missouri
$3.64M 29,779 -3,620 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.61M 29,515 +15,410 +109%
LPL Financial
10
LPL Financial
California
$2.82M 23,060 +7,948 +53%
Ameriprise
11
Ameriprise
Minnesota
$2.31M 18,868 +18,868 New
SPIA
12
Steward Partners Investment Advisory
New York
$1.76M 14,381 +14,381 New
Wells Fargo
13
Wells Fargo
California
$1.75M 14,340 +6,779 +90%
UBS Group
14
UBS Group
Switzerland
$1.5M 12,224 -49 -0.4%
RJA
15
Raymond James & Associates
Florida
$1.41M 11,483 +3,402 +42%
JPLA
16
Joseph P. Lucia & Associates
New York
$1.26M 10,262 +4,055 +65%
FF
17
Friedenthal Financial
New Jersey
$1.08M 8,832 -3,146 -26%
GSEP
18
Golden State Equity Partners
California
$733K 5,993 +5,993 New
ASN
19
Advisory Services Network
Georgia
$666K 5,448 +2,827 +108%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$626K 5,085 +5,085 New
Baird Financial Group
21
Baird Financial Group
Wisconsin
$619K 5,059 +149 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$597K 4,877 +4,877 New
JIP
23
Jaffetilchin Investment Partners
Florida
$582K 4,762 +4,762 New
JIR
24
James Investment Research
Ohio
$537K 4,387 +4,387 New
Lido Advisors
25
Lido Advisors
California
$471K 3,855 +1,712 +80%