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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

100 hedge funds and large institutions have $480M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 3 reducing their positions, and 15 closing their positions.

Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
68
Reduced
3
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PF
1
Phoenix Financial
Israel
$168M 3,996,300 +2,664,200 +200%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$88.4M 2,100,000 +1,400,000 +200%
Bank of America
3
Bank of America
North Carolina
$63.1M 1,500,408 +1,467,954 +4,523%
RBA
4
Richard Bernstein Advisors
New York
$37.1M 881,954 +881,954 New
Wells Fargo
5
Wells Fargo
California
$12.7M 302,108 +211,042 +232%
AWM
6
Adams Wealth Management
Utah
$8.79M 208,798 +208,798 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.89M 187,573 +80,157 +75%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.75M 159,924 +106,404 +199%
LFA
9
Legend Financial Advisors
Pennsylvania
$5.67M 134,839 +86,911 +181%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.58M 132,608 +132,608 New
OAM
11
Oppenheimer Asset Management
New York
$5.38M 127,770 +84,344 +194%
LPL Financial
12
LPL Financial
California
$4.85M 115,289 +82,338 +250%
JCM
13
Janney Capital Management
Pennsylvania
$4.22M 100,187 +65,887 +192%
RJA
14
Raymond James & Associates
Florida
$3.24M 76,990 +59,966 +352%
Cohen & Steers
15
Cohen & Steers
New York
$3.24M 76,926 +51,090 +198%
SAM
16
SignalPoint Asset Management
Missouri
$2.81M 66,834 +43,496 +186%
FGAM
17
Financial Gravity Asset Management
Texas
$2.41M 641 +503 +364%
TB
18
Treynor Bancshares
Iowa
$2.4M 57,096 +43,622 +324%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.32M 55,073 +29,301 +114%
PAG
20
Private Advisory Group
Washington
$2.15M 50,978 +34,440 +208%
Goldman Sachs
21
Goldman Sachs
New York
$1.98M 47,077 +16,851 +56%
Morgan Stanley
22
Morgan Stanley
New York
$1.97M 46,914 +31,028 +195%
MAP
23
Milestone Advisory Partners
North Carolina
$1.82M 43,144 +32,329 +299%
Lido Advisors
24
Lido Advisors
California
$1.74M 41,404 +33,465 +422%
PCH
25
PGIM Custom Harvest
New Jersey
$1.65M 39,327 +25,974 +195%