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Invesco S&P 500 Equal Weight Consumer Staples ETF

128 hedge funds and large institutions have $366M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 62 reducing their positions, and 10 closing their positions.

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
30
Reduced
62
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PF
1
Phoenix Financial
Israel
$136M 3,853,180
Morgan Stanley
2
Morgan Stanley
New York
$41.4M 1,317,046 +292,016 +28%
LPL Financial
3
LPL Financial
California
$28.4M 904,735 -72,025 -7%
CAC
4
Certified Advisory Corp
Florida
$11.1M 351,959 -5,220 -1%
Bank of America
5
Bank of America
North Carolina
$8.59M 273,725 -126,519 -32%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.48M 269,994 -46,213 -15%
AF
7
Affiance Financial
Minnesota
$7.58M 241,283 -101,649 -30%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.51M 239,229 -330,348 -58%
Ameriprise
9
Ameriprise
Minnesota
$6.12M 195,457 -144,475 -43%
AAS
10
Ameritas Advisory Services
Nebraska
$5.76M 183,423 -23,038 -11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.51M 175,389 -16,435 -9%
PWG
12
Private Wealth Group
Florida
$5.45M 173,435 +17,306 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.94M 157,358 -21,563 -12%
Stifel Financial
14
Stifel Financial
Missouri
$4.9M 155,990 +83,279 +115%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.22M 134,366 +17,865 +15%
UBS Group
16
UBS Group
Switzerland
$3.7M 117,896 -241,659 -67%
CAN
17
Cetera Advisor Networks
California
$3.09M 98,403 -6,588 -6%
RFM
18
Royal Fund Management
Florida
$2.91M 92,634 +13,527 +17%
FFN
19
Focus Financial Network
Minnesota
$2.74M 87,266 -16,021 -16%
PSF
20
Pacific Sun Financial
California
$2.74M 87,240 -2,885 -3%
Wells Fargo
21
Wells Fargo
California
$2.34M 74,636 +26,881 +56%
TFGT
22
TS Financial Group (TSFG)
Illinois
$2.3M 73,296 -699 -0.9%
SFPG
23
Stonebridge Financial Planning Group
Florida
$2.22M 70,665 -2,853 -4%
WCM
24
WealthBridge Capital Management
Ohio
$2.21M 70,482 -1,705 -2%
WCM
25
Weaver Capital Management
Georgia
$2.19M 69,713 +69,713 New