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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.

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 Market Value Shares Shares
Change
Shares
Change %
PF
1
Phoenix Financial
Israel
$153M 900,476 +900,476 New
Morgan Stanley
2
Morgan Stanley
New York
$51.5M 302,374 -16,190 -5%
LPL Financial
3
LPL Financial
California
$35.6M 208,759 +1,869 +0.9%
Bank of America
4
Bank of America
North Carolina
$23.2M 136,189 -4,434 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.1M 82,794 -29,745 -26%
UBS Group
6
UBS Group
Switzerland
$12.7M 74,406 -15,508 -17%
CAC
7
Certified Advisory Corp
Florida
$12.6M 74,155 +1,017 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.1M 70,934 +11,160 +19%
AF
9
Affiance Financial
Minnesota
$11.1M 65,321 -28,906 -31%
Ameriprise
10
Ameriprise
Minnesota
$11M 64,470 +27,502 +74%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.8M 51,642 +5,644 +12%
AAS
12
Ameritas Advisory Services
Nebraska
$7.15M 41,030 -718 -2%
SAS
13
Stelac Advisory Services
New York
$6.59M 38,645
PCH
14
PGIM Custom Harvest
New Jersey
$5.63M 33,023 -1,102 -3%
Stifel Financial
15
Stifel Financial
Missouri
$4.57M 26,834 -3,585 -12%
AWM
16
AE Wealth Management
Kansas
$3.97M 23,318 -2,298 -9%
FFN
17
Focus Financial Network
Minnesota
$3.65M 21,437 +98 +0.5%
CAN
18
Cetera Advisor Networks
California
$3.63M 21,277 +2,374 +13%
SFPG
19
Stonebridge Financial Planning Group
Florida
$2.89M 16,947 -147 -0.9%
JPLA
20
Joseph P. Lucia & Associates
New York
$2.7M 15,851 -89 -0.6%
GVAG
21
Great Valley Advisor Group
Delaware
$2.67M 15,648 +82 +0.5%
PD
22
Planning Directions
Pennsylvania
$2.57M 15,105 -77 -0.5%
TFGT
23
TS Financial Group (TSFG)
Illinois
$2.57M 15,056 -2,455 -14%
CAL
24
Capital Analysts LLC
Pennsylvania
$2.54M 14,916 +206 +1%
WCM
25
WealthBridge Capital Management
Ohio
$2.54M 14,884 -2 -0%