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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

78 hedge funds and large institutions have $227M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 24 closing their positions.

Holders
78
Holders Change
-20
Holders Change %
-20.41%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
28
Reduced
32
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$97.9M 1,878,902 +278,902 +17%
AWM
2
Adams Wealth Management
Utah
$14.8M 283,290 +22,138 +8%
CI
3
CacheTech Inc
Utah
$14.8M 283,290 +22,138 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.23M 157,921 -1,873 -1%
LFA
5
Legend Financial Advisors
Pennsylvania
$7.36M 141,153 +1,481 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.78M 130,026 -107,023 -45%
LPL Financial
7
LPL Financial
California
$6.34M 121,737 -1,234 -1%
Wells Fargo
8
Wells Fargo
California
$5.14M 98,572 +1,941 +2%
NA
9
NewEdge Advisors
Louisiana
$4.68M 89,762 +2,049 +2%
MPCA
10
Madison Park Capital Advisors
Washington
$4.16M 79,779 +79,779 New
Bank of America
11
Bank of America
North Carolina
$3.69M 70,720 -1,101,572 -94%
SA
12
Sanctuary Advisors
Indiana
$3.33M 61,448 -9,807 -14%
SAM
13
SignalPoint Asset Management
Missouri
$3.28M 62,561 +418 +0.7%
Cohen & Steers
14
Cohen & Steers
New York
$2.86M 54,926 -5,000 -8%
TB
15
Treynor Bancshares
Iowa
$2.64M 50,637 -7,278 -13%
JGCM
16
Joseph Group Capital Management
Ohio
$2.58M 49,440 +7,902 +19%
Goldman Sachs
17
Goldman Sachs
New York
$2.23M 42,829 +8,603 +25%
Morgan Stanley
18
Morgan Stanley
New York
$2.11M 40,538 -2,651 -6%
SC
19
Scotia Capital
Ontario, Canada
$2.02M 38,687 +5,442 +16%
PAG
20
Private Advisor Group
New Jersey
$1.92M 36,895 +621 +2%
RJA
21
Raymond James & Associates
Florida
$1.82M 35,002 -29,983 -46%
UBS Group
22
UBS Group
Switzerland
$1.81M 34,755 +3,500 +11%
CIC
23
Carnegie Investment Counsel
Ohio
$1.68M 32,200 +4 +0%
VIM
24
Vista Investment Management
Pennsylvania
$1.63M 31,277 -159 -0.5%
YWM
25
Yoder Wealth Management
California
$1.56M 30,010 +1,053 +4%