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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
PF
1
Phoenix Financial
Israel
$170M 1,332,100 +372,300 +39%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$89.5M 700,000
Wells Fargo
3
Wells Fargo
California
$13.3M 104,062 +75,853 +269%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.88M 53,828 +1,447 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.63M 51,875 +7,539 +17%
LFA
6
Legend Financial Advisors
Pennsylvania
$6.29M 49,204 -27 -0.1%
OAM
7
Oppenheimer Asset Management
New York
$5.63M 43,994 -499 -1%
Bank of America
8
Bank of America
North Carolina
$5.23M 40,893 +7,004 +21%
JCM
9
Janney Capital Management
Pennsylvania
$4.47M 34,930 +34,930 New
LPL Financial
10
LPL Financial
California
$4.18M 32,711 +6,221 +23%
Goldman Sachs
11
Goldman Sachs
New York
$4.08M 31,930 -31,335 -50%
UBS Group
12
UBS Group
Switzerland
$3.99M 31,240 +19,630 +169%
Morgan Stanley
13
Morgan Stanley
New York
$3.79M 29,628 -39,039 -57%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.79M 29,607 +19,546 +194%
Cohen & Steers
15
Cohen & Steers
New York
$3.16M 24,693
SAM
16
SignalPoint Asset Management
Missouri
$2.98M 23,281 +541 +2%
FIM
17
Freedom Investment Management
Connecticut
$2.84M 22,222 -19,189 -46%
BAAM
18
Baker Avenue Asset Management
California
$2.5M 19,591 +19,591 New
RJA
19
Raymond James & Associates
Florida
$2.34M 18,304 +4,536 +33%
Ameriprise
20
Ameriprise
Minnesota
$2.06M 16,141 -6,547 -29%
TB
21
Treynor Bancshares
Iowa
$1.91M 14,948 -12,365 -45%
PCH
22
PGIM Custom Harvest
New Jersey
$1.71M 13,352 +1,874 +16%
PAG
23
Private Advisor Group
New Jersey
$1.66M 12,946 +12,946 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.55M 12,123 +8,042 +197%
Citadel Advisors
25
Citadel Advisors
Florida
$1.41M 10,993 +7,362 +203%