Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF include Park Avenue Securities Llc, Ballast, Inc., Brian Low Financial Group, Llc, Bnp Paribas Arbitrage, Sa, Warren Averett Asset Management, LLC, Glenmede Investment Management, LP, and Trust Co Of Toledo Na /oh/ .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Scotia Capital Inc. | 51,552 | 21.36 | 2,743 | 29.45 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 140 | 366.67 | 7 | 500.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 100,667 | 346.95 | 5,357 | 376.60 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 128,526 | 0.38 | 6,839 | 7.03 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,922 | 209 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,487 | 0.06 | 345 | 6.50 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 645,873 | 27.31 | 34 | 36.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3,306 | 0.39 | 176 | 6.71 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68,498 | 4 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 134,724 | 4.73 | 7,169 | 1.01 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,915 | 40.82 | 155 | 50.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 602 | 0.33 | 32 | 10.34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 142,153 | 9.40 | 7,564 | 16.66 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 17 | 1 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10,000 | 532 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 111 | 6 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 23,805 | 2.67 | 1,267 | 9.52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57,956 | 10.81 | 3,084 | 18.17 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 22,137 | 2.55 | 1,178 | 9.29 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,733 | 358 | ||||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 32,451 | 7.80 | 1,727 | 14.91 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 24,048 | 1,280 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,674 | 0.07 | 142 | 0.00 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 12,533 | 667 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 214 | 21,300.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,350 | 72 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 26,306 | 2.66 | 1,400 | 9.47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 166 | 0.61 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | -42.86 |
