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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

80 hedge funds and large institutions have $124M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-16
Holders Change %
-16.67%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
18
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$25.3M -$74.5M -1,492,430 -75%
CA
2
CoreCap Advisors
Michigan
$15.2M +$14.7M +295,035 +2,934%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.58M -$1.35M -27,068 -17%
Raymond James Financial
4
Raymond James Financial
Florida
$6.48M -$6.46M -129,452 -50%
LFA
5
Legend Financial Advisors
Pennsylvania
$6.39M -$438K -8,774 -6%
LPL Financial
6
LPL Financial
California
$6.23M +$297K +5,943 +5%
Wells Fargo
7
Wells Fargo
California
$5.85M +$860K +17,233 +17%
NA
8
NewEdge Advisors
Louisiana
$4.38M -$94.9K -1,901 -2%
FFA
9
Farther Finance Advisors
California
$2.84M +$2.83M +56,363 +27,229%
WCM
10
Winthrop Capital Management
Indiana
$2.75M -$46.5K -931 -2%
Bank of America
11
Bank of America
North Carolina
$2.61M -$717K -14,366 -22%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$2.6M -$11K -220 -0.4%
Goldman Sachs
13
Goldman Sachs
New York
$2.47M -$2.05M -41,104 -45%
UBS Group
14
UBS Group
Switzerland
$2.4M +$720K +14,436 +43%
SC
15
Scotia Capital
Ontario, Canada
$2.12M +$198K +3,960 +10%
Morgan Stanley
16
Morgan Stanley
New York
$2.05M -$737K -14,776 -26%
LPT
17
Legacy Private Trust
Wisconsin
$1.76M +$435K +8,726 +33%
VIM
18
Vista Investment Management
Pennsylvania
$1.59M +$13.6K +272 +0.9%
Citadel Advisors
19
Citadel Advisors
Florida
$1.57M +$1.29M +25,842 +458%
DIP
20
Davis Investment Partners
North Carolina
$1.53M +$213K +4,506 +16%
YWM
21
Yoder Wealth Management
California
$1.5M -$61.2K -1,226 -4%
CIC
22
Carnegie Investment Counsel
Ohio
$1.39M -$54.6K -1,208 -4%
FF
23
Friedenthal Financial
New Jersey
$1.28M -$30.4K -610 -2%
JPLA
24
Joseph P. Lucia & Associates
New York
$1.22M
PA
25
Pinnacle Associates
New York
$1.2M