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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

80 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$34.4M +$7.37M +138,532 +27%
Raymond James Financial
2
Raymond James Financial
Florida
$7.56M +$650K +12,219 +9%
SWP
3
Strategic Wealth Partners
Ohio
$7.17M +$7.17M +134,724 New
HighTower Advisors
4
HighTower Advisors
Illinois
$6.91M -$112K -2,111 -2%
LFA
5
Legend Financial Advisors
Pennsylvania
$6.84M +$25.7K +483 +0.4%
LPL Financial
6
LPL Financial
California
$5.82M -$831K -15,622 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.36M +$4.16M +78,144 +347%
Wells Fargo
8
Wells Fargo
California
$5.13M -$1.11M -20,843 -18%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.37M +$4.2M +78,676 +2,458%
PAS
10
Park Avenue Securities
New York
$3.65M +$3.65M +68,498 New
Bank of America
11
Bank of America
North Carolina
$3.08M +$301K +5,655 +11%
FFA
12
Farther Finance Advisors
California
$2.99M -$20K -375 -0.7%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.78M -$1.28K -24 -0%
SC
14
Scotia Capital
Ontario, Canada
$2.74M +$483K +9,074 +21%
Morgan Stanley
15
Morgan Stanley
New York
$2.16M -$27.7K -521 -1%
Goldman Sachs
16
Goldman Sachs
New York
$2.02M -$617K -11,588 -23%
UBS Group
17
UBS Group
Switzerland
$1.95M -$613K -11,529 -24%
YWM
18
Yoder Wealth Management
California
$1.73M +$125K +2,347 +8%
VIM
19
Vista Investment Management
Pennsylvania
$1.69M -$4.31K -81 -0.3%
LPT
20
Legacy Private Trust
Wisconsin
$1.67M -$204K -3,834 -11%
CIC
21
Carnegie Investment Counsel
Ohio
$1.56M -$71.5K -1,343 -4%
DIP
22
Davis Investment Partners
North Carolina
$1.53M -$234K -4,288 -13%
FF
23
Friedenthal Financial
New Jersey
$1.4M +$36.2K +681 +3%
JPLA
24
Joseph P. Lucia & Associates
New York
$1.28M -$16.8K -315 -1%
BI
25
Ballast Inc
Kentucky
$1.28M +$1.28M +24,048 New