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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

86 hedge funds and large institutions have $149M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 8786 (-1)

1.71% less ownership

Funds ownership: 68.06%66.35% (-1.7%)

5% less capital invested

Capital invested by funds: $157M → $149M (-$8.25M)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
20
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$47M +$5.85M +103,795 +14%
LPL Financial
2
LPL Financial
California
$11.4M -$1.76M -31,281 -14%
Wells Fargo
3
Wells Fargo
California
$8.81M +$1.61M +28,616 +23%
Raymond James Financial
4
Raymond James Financial
Florida
$8.36M +$149K +2,634 +2%
LFA
5
Legend Financial Advisors
Pennsylvania
$7.42M +$130K +2,311 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.9M -$92.6K -1,643 -1%
LG
7
Leuthold Group
Minnesota
$3.76M -$137K -2,428 -4%
Bank of America
8
Bank of America
North Carolina
$3.22M +$237K +4,199 +8%
UAS
9
United Asset Strategies
New York
$3.15M +$3.11M +55,154 New
FFA
10
Farther Finance Advisors
California
$3.11M +$28.4K +503 +0.9%
SC
11
Scotia Capital
Ontario, Canada
$3.05M +$213K +3,779 +8%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.97M -$1.19M -21,103 -29%
Morgan Stanley
13
Morgan Stanley
New York
$2.47M +$252K +4,476 +12%
UBS Group
14
UBS Group
Switzerland
$2.22M +$325K +5,756 +17%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.16M +$2.14M +37,925 New
LPT
16
Legacy Private Trust
Wisconsin
$1.93M +$234K +4,156 +14%
VIM
17
Vista Investment Management
Pennsylvania
$1.86M +$47.8K +847 +3%
YWM
18
Yoder Wealth Management
California
$1.79M -$95.9K -1,701 -5%
Goldman Sachs
19
Goldman Sachs
New York
$1.75M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.71M -$4.06M -71,926 -71%
PWP
21
Precedent Wealth Partners
Texas
$1.7M +$1.68M +29,739 New
CIC
22
Carnegie Investment Counsel
Ohio
$1.66M -$13.9K -246 -0.8%
FF
23
Friedenthal Financial
New Jersey
$1.48M -$64.5K -1,144 -4%
JPLA
24
Joseph P. Lucia & Associates
New York
$1.36M -$9.87K -175 -0.7%
PA
25
Pinnacle Associates
New York
$1.29M -$66K -1,170 -5%