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Invesco S&P 500 Equal Weight Consumer Staples ETF

135 hedge funds and large institutions have $463M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
42
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$2.3M -$674K -19,775 -23%
FTS
27
Fifth Third Securities
Ohio
$2.2M -$980K -28,745 -31%
RFM
28
Royal Fund Management
Florida
$2.08M +$582K +17,085 +39%
CAG
29
Csenge Advisory Group
Florida
$2.08M +$95.9K +2,815 +5%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$1.9M -$7.16K -210 -0.4%
ACM
31
Absolute Capital Management
Pennsylvania
$1.89M
DFA
32
DHJJ Financial Advisors
Illinois
$1.83M -$24.7K -725 -1%
PAG
33
Private Advisor Group
New Jersey
$1.71M +$1.71M +50,240 New
Citigroup
34
Citigroup
New York
$1.65M +$511 +15 +0%
ASN
35
Advisory Services Network
Georgia
$1.6M +$187K +5,475 +13%
MCM
36
Monument Capital Management
Virginia
$1.56M -$254K -7,465 -14%
PWG
37
Private Wealth Group
Florida
$1.53M -$14.1K -415 -0.9%
SAM
38
SignalPoint Asset Management
Missouri
$1.53M +$39K +1,145 +3%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.45M +$511 +15 +0%
FIM
40
Freedom Investment Management
Connecticut
$1.41M -$1.22M -35,895 -46%
FF
41
Friedenthal Financial
New Jersey
$1.4M +$91.5K +2,685 +7%
CFA
42
Cahill Financial Advisors
Minnesota
$1.39M -$11.4K -335 -0.8%
NA
43
NewEdge Advisors
Louisiana
$1.31M +$1.28M +37,575 +5,112%
CA
44
Cetera Advisors
Colorado
$1.26M +$112K +3,280 +10%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.26M +$80.4K +2,360 +7%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$1.17M -$134K -3,940 -10%
Truist Financial
47
Truist Financial
North Carolina
$1.17M +$158K +4,625 +16%
Prudential Financial
48
Prudential Financial
New Jersey
$1.16M -$545K -16,230 -32%
AAS
49
Avantax Advisory Services
Texas
$1.12M +$25.6K +750 +2%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.03M +$1.03M +30,080 New