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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

88 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
22
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PF
1
Phoenix Financial
Israel
$184M 1,332,100
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$96.5M 700,000
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.8M 107,416 +55,541 +107%
Wells Fargo
4
Wells Fargo
California
$12.6M 91,066 -12,996 -12%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.38M 53,520 -308 -0.6%
LFA
6
Legend Financial Advisors
Pennsylvania
$6.61M 47,928 -1,276 -3%
OAM
7
Oppenheimer Asset Management
New York
$5.99M 43,426 -568 -1%
JCM
8
Janney Capital Management
Pennsylvania
$4.73M 34,300 -630 -2%
LPL Financial
9
LPL Financial
California
$4.54M 32,951 +240 +0.7%
Bank of America
10
Bank of America
North Carolina
$4.48M 32,454 -8,439 -21%
Cohen & Steers
11
Cohen & Steers
New York
$3.56M 25,836 +1,143 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.55M 25,772 -3,835 -13%
SAM
13
SignalPoint Asset Management
Missouri
$3.22M 23,338 +57 +0.2%
RJA
14
Raymond James & Associates
Florida
$2.35M 17,024 -1,280 -7%
PAG
15
Private Advisory Group
Washington
$2.28M 16,538 +16,538 New
Morgan Stanley
16
Morgan Stanley
New York
$2.19M 15,886 -13,742 -46%
TB
17
Treynor Bancshares
Iowa
$1.86M 13,474 -1,474 -10%
PCH
18
PGIM Custom Harvest
New Jersey
$1.84M 13,353 +1 +0%
PAG
19
Private Advisor Group
New Jersey
$1.59M 11,560 -1,386 -11%
UBS Group
20
UBS Group
Switzerland
$1.56M 11,323 -19,917 -64%
MAP
21
Milestone Advisory Partners
North Carolina
$1.49M 10,815 +559 +5%
DIP
22
Davis Investment Partners
North Carolina
$1.48M 31,621 +27,083 +597%
CIC
23
Carnegie Investment Counsel
Ohio
$1.44M 10,422 +155 +2%
Goldman Sachs
24
Goldman Sachs
New York
$1.39M 30,226 -1,704 -5%
YWM
25
Yoder Wealth Management
California
$1.37M 9,936 -204 -2%