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Invesco S&P 500 Equal Weight Consumer Staples ETF
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Overview Fund Activity

115 hedge funds and large institutions have $102M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$9.49M
2
GC
Grimes & Company
Massachusetts
$1.67M
3
BI
Ballast Inc
Kentucky
$1.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.37M
5
Truist Financial
Truist Financial
North Carolina
$1.64M

Top Sellers

1
LPL Financial
LPL Financial
California
$7.9M
2
PWG
Private Wealth Group
Florida
$2.03M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
CA
Clearstead Advisors
Ohio
$578K
5
AAS
Ameritas Advisory Services
Nebraska
$271K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$201K – – –
Jones Financial Companies
77
Jones Financial Companies
Missouri
$192K +$54.5K +1,828 +39%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$175K -$21.8K -727 -11%
GRP
79
Global Retirement Partners
California
$166K +$166K +5,552 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$159K -$18.3K -616 -10%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$105K – – –
PS
82
Principal Securities
Iowa
$83.9K +$42K +1,400 +100%
GWM
83
Geneos Wealth Management
Colorado
$82.4K -$97.4K -3,250 -54%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$78.8K -$8.84K -295 -10%
HWA
85
HHM Wealth Advisors
Tennessee
$77.9K – – –
AT
86
Avalon Trust
New Mexico
$57.8K – – –
MCM
87
MAI Capital Management
Ohio
$47.7K +$60 +2 +0.1%
AWM
88
AE Wealth Management
Kansas
$40.9K +$17.1K +570 +72%
HR
89
Howe & Rusling
New York
$40.1K – – –
CAM
90
Costello Asset Management
Pennsylvania
$34.8K +$210 +7 +0.6%
LFA
91
Legend Financial Advisors
Pennsylvania
$32.6K +$32.6K +1,088 New
CI
92
CX Institutional
Indiana
$30K -$65.7K -2,192 -69%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$26K -$1.04K -35 -4%
JWA
94
JFS Wealth Advisors
Pennsylvania
$24.1K +$150 +5 +0.6%
NA
95
NewEdge Advisors
Louisiana
$21.3K -$30.4K -1,015 -59%
BWL
96
Bogart Wealth LLC
Virginia
$18.6K +$120 +4 +0.6%
CAL
97
Capital Analysts LLC
Pennsylvania
$18K – – –
ACA
98
Atlas Capital Advisors
Wyoming
$15K – – –
CIAS
99
Capital Investment Advisory Services
North Carolina
$15K +$15K +500 New
CA
100
CoreCap Advisors
Michigan
$13.2K – – –
2 3
4
5 6