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Invesco S&P 500 Equal Weight Consumer Staples ETF

125 hedge funds and large institutions have $215M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 7 closing their positions.

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
35
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$26.2M 154,567 +152 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M 75,007 -69,177 -48%
CAC
3
Certified Advisory Corp
Florida
$12.2M 71,925 +833 +1%
PWG
4
Private Wealth Group
Florida
$11.4M 67,403 -2,560 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.96M 52,770 -1,722 -3%
Bank of America
6
Bank of America
North Carolina
$8.71M 51,312 +4,859 +10%
AF
7
Affiance Financial
Minnesota
$7.48M 44,073 +73 +0.2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.42M 43,677 +9,948 +29%
AAS
9
Ameritas Advisory Services
Nebraska
$7.09M 41,744 +41,744 New
IPW
10
IronBridge Private Wealth
Texas
$6.8M 40,074 +40,074 New
SAS
11
Stelac Advisory Services
New York
$6.55M 38,596
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.43M 31,971 -93,993 -75%
SAM
13
Synergy Asset Management
Washington
$5.26M 30,954 +30,954 New
MAG
14
MRA Advisory Group
New Jersey
$4.23M 24,937 +3,806 +18%
UBS Group
15
UBS Group
Switzerland
$3.85M 22,664 +13,026 +135%
Prudential Financial
16
Prudential Financial
New Jersey
$3.75M 22,066 +22,066 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.71M 21,873 +409 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.59M 21,122 +1,747 +9%
PSF
19
Pacific Sun Financial
California
$3.34M 19,665 -165 -0.8%
TFGT
20
TS Financial Group (TSFG)
Illinois
$3.13M 18,413 -405 -2%
WI
21
WBI Investments
New Jersey
$3.11M 18,548 +1,795 +11%
Ameriprise
22
Ameriprise
Minnesota
$3.03M 17,822 +2,624 +17%
SFPG
23
Stonebridge Financial Planning Group
Florida
$3M 17,796 -659 -4%
WCM
24
WealthBridge Capital Management
Ohio
$2.83M 16,674 -3,880 -19%
PD
25
Planning Directions
Pennsylvania
$2.67M 15,738 +1,305 +9%