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Invesco S&P 500 Equal Weight Consumer Staples ETF

75 hedge funds and large institutions have $133M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
13
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
51
Acorn Wealth Advisors
Michigan
$51K -$55.5K -2,225 -52%
CF
52
Centaurus Financial
California
$51K +$51K +2,050 New
SBL
53
Sargent Bickham Lagudis
Colorado
$40K
RCA
54
Rowland Carmichael Advisors
Arizona
$32K +$32K +1,260 New
TCM
55
Tradewinds Capital Management
Washington
$25K
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$20K +$20K +800 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$19K
SWP
58
Strategic Wealth Partners
Ohio
$16K +$16K +625 New
OIA
59
OneDigital Investment Advisors
Kansas
$15K -$381 -15 -2%
PA
60
Parallel Advisors
California
$11K
ASN
61
Advisory Services Network
Georgia
$9K -$993K -38,055 -99%
APA
62
American Portfolios Advisors
New York
$8.38K -$7.5K -300 -47%
ADL
63
Asset Dedication LLC
California
$8K +$8K +325 New
JCM
64
Jacobi Capital Management
Pennsylvania
$6K -$14.8K -630 -71%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +250 New
US Bancorp
66
US Bancorp
Minnesota
$5K
SWM
67
SeaCrest Wealth Management
New York
$5K
BWM
68
Baystate Wealth Management
Massachusetts
$4K
AF
69
Allworth Financial
California
$3K +$3K +135 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$2K +$2K +80 New
SEI Investments
71
SEI Investments
Pennsylvania
$1K +$500 +20 +100%
S
72
SignatureFD
Georgia
$1K +$1K +20 New
FRA
73
Front Row Advisors
California
$5
BTS
74
BB&T Securities
Virginia
-$31.7M -1,253,575 Closed
AIM
75
Advantage Investment Management
Iowa
-$1.89M -74,455 Closed