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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

94 hedge funds and large institutions have $349M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
33
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$107M 2,100,000
Bank of America
2
Bank of America
North Carolina
$63.4M 1,242,333 -153,404 -11%
RBA
3
Richard Bernstein Advisors
New York
$40.2M 788,038 -30,149 -4%
LPL Financial
4
LPL Financial
California
$13.6M 267,248 +150,164 +128%
AWM
5
Adams Wealth Management
Utah
$12.6M 247,152 +27,458 +12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12M 235,404 -56,297 -19%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.2M 160,788 +1,426 +0.9%
LFA
8
Legend Financial Advisors
Pennsylvania
$7.06M 138,435 +3,274 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.77M 132,616 -3,578 -3%
Wells Fargo
10
Wells Fargo
California
$5.71M 111,988 -5,851 -5%
JCM
11
Janney Capital Management
Pennsylvania
$5.09M 99,807 -149 -0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.52M 88,649 +27,820 +46%
RJA
13
Raymond James & Associates
Florida
$4.06M 79,553 +3,542 +5%
UBS Group
14
UBS Group
Switzerland
$3.24M 63,449 +36,608 +136%
SAM
15
SignalPoint Asset Management
Missouri
$3.2M 62,583 -3,608 -5%
TB
16
Treynor Bancshares
Iowa
$3.1M 60,685 -1,600 -3%
Cohen & Steers
17
Cohen & Steers
New York
$3.06M 59,926 -4,000 -6%
Morgan Stanley
18
Morgan Stanley
New York
$2.12M 41,612 -45,140 -52%
JGCM
19
Joseph Group Capital Management
Ohio
$1.89M 36,994 +5,469 +17%
Goldman Sachs
20
Goldman Sachs
New York
$1.8M 35,185 +4,579 +15%
PAG
21
Private Advisor Group
New Jersey
$1.71M 33,456 -435 -1%
CIC
22
Carnegie Investment Counsel
Ohio
$1.67M 32,822 +15 +0%
VIM
23
Vista Investment Management
Pennsylvania
$1.53M 30,041 +1,620 +6%
DIP
24
Davis Investment Partners
North Carolina
$1.53M 31,534
LG
25
Leuthold Group
Minnesota
$1.48M 29,047 +1,840 +7%