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Invesco S&P 500 Equal Weight Consumer Staples ETF

120 hedge funds and large institutions have $223M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
120
Holders Change
+19
Holders Change %
+18.81%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
32
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$22.9M 157,130 +2,610 +2%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M 109,104 +19,248 +21%
JFM
3
Jackson Financial Management
California
$14.1M 96,434 +15,189 +19%
UBS Group
4
UBS Group
Switzerland
$12.1M 83,194 -2,471 -3%
CAC
5
Certified Advisory Corp
Florida
$10.6M 72,764 -928 -1%
BCI
6
Brinker Capital Investments
Pennsylvania
$9.2M 63,000 -22,000 -26%
AF
7
Affiance Financial
Minnesota
$8.48M 58,109 -420 -0.7%
FFN
8
Focus Financial Network
Minnesota
$7.99M 54,730 +860 +2%
IMC Chicago
9
IMC Chicago
Illinois
$7.03M 48,153 +13,609 +39%
Bank of America
10
Bank of America
North Carolina
$6.6M 45,226 +1,440 +3%
VWA
11
Visionary Wealth Advisors
Illinois
$5.14M 35,209 +35,209 New
TCM
12
Tradewinds Capital Management
Washington
$4.94M 33,871 +33,857 +241,836%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.74M 32,472 -3,763 -10%
SAS
14
Stelac Advisory Services
New York
$4.19M 28,725 +359 +1%
Citadel Advisors
15
Citadel Advisors
Florida
$4.14M 28,392 +18,779 +195%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.13M 28,297 +22,334 +375%
FF
17
Friedenthal Financial
New Jersey
$3.99M 22,727 +9,034 +66%
Wells Fargo
18
Wells Fargo
California
$3.64M 24,971 -677 -3%
OIA
19
OneDigital Investment Advisors
Kansas
$3.04M 20,837 +20,837 New
SFPG
20
Stonebridge Financial Planning Group
Florida
$2.75M 18,824 +18,824 New
FANJ
21
Financial Architects (New Jersey)
New Jersey
$2.64M 18,107 -380 -2%
PSF
22
Pacific Sun Financial
California
$2.53M 17,315 -620 -3%
UCFA
23
United Capital Financial Advisors
Texas
$2.5M 17,110 -233 -1%
SAM
24
SignalPoint Asset Management
Missouri
$2.49M 17,072 -894 -5%
Ameriprise
25
Ameriprise
Minnesota
$2.38M 16,270 +575 +4%