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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

96 hedge funds and large institutions have $274M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+18
Holders Change %
+23.08%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
29
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$107M 1,999,771 +120,869 +6%
AWM
2
Adams Wealth Management
Utah
$16.1M 300,698 +17,408 +6%
CI
3
CacheTech Inc
Utah
$16.1M 300,698 +17,408 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$13.9M 259,386 +259,386 New
HighTower Advisors
5
HighTower Advisors
Illinois
$8.5M 159,007 +1,086 +0.7%
LFA
6
Legend Financial Advisors
Pennsylvania
$7.31M 136,817 -4,336 -3%
SWP
7
Strategic Wealth Partners
Ohio
$7.1M 128,638 +128,638 New
LPL Financial
8
LPL Financial
California
$6.36M 118,984 -2,753 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.63M 105,294 +83,658 +387%
Wells Fargo
10
Wells Fargo
California
$5.35M 100,082 +1,510 +2%
Goldman Sachs
11
Goldman Sachs
New York
$4.84M 90,606 +47,777 +112%
NA
12
NewEdge Advisors
Louisiana
$4.8M 89,762
Osaic Holdings
13
Osaic Holdings
Arizona
$4.45M 83,286 +75,764 +1,007%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.76M 70,348 +47,002 +201%
Bank of America
15
Bank of America
North Carolina
$3.56M 66,667 -4,053 -6%
SA
16
Sanctuary Advisors
Indiana
$3.41M 61,127 -321 -0.5%
SAM
17
SignalPoint Asset Management
Missouri
$3.08M 57,727 -4,834 -8%
WCM
18
Winthrop Capital Management
Indiana
$2.99M 55,963 +55,963 New
Morgan Stanley
19
Morgan Stanley
New York
$2.98M 55,811 +15,273 +38%
JGCM
20
Joseph Group Capital Management
Ohio
$2.95M 55,270 +5,830 +12%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.8M 52,409 +49,346 +1,611%
BCP
22
Blue Chip Partners
Michigan
$2.49M 46,610 +46,610 New
SC
23
Scotia Capital
Ontario, Canada
$2.06M 38,518 -169 -0.4%
PAG
24
Private Advisor Group
New Jersey
$1.9M 35,498 -1,397 -4%
UBS Group
25
UBS Group
Switzerland
$1.8M 33,719 -1,036 -3%