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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

86 hedge funds and large institutions have $138M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

0% more funds holding

Funds holding: 8686 (0)

7% less capital invested

Capital invested by funds: $149M → $138M (-$10.7M)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

14.72% less ownership

Funds ownership: 66.35%51.63% (-15%)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$46.7M +$2.73M +47,490 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$8.4M +$595K +10,365 +7%
Morgan Stanley
3
Morgan Stanley
New York
$7.69M +$5.77M +100,429 +232%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.5M +$17.9K +311 +0.3%
LJAC
5
L.J. Altfest & Co
New York
$6.27M +$6.73M +117,212 New
Wells Fargo
6
Wells Fargo
California
$5.95M -$2.49M -43,319 -28%
PAS
7
Park Avenue Securities
New York
$3.74M +$4.01M +69,787 New
LPL Financial
8
LPL Financial
California
$3.7M -$7.5M -130,575 -65%
LG
9
Leuthold Group
Minnesota
$3.01M -$565K -9,833 -15%
FFA
10
Farther Finance Advisors
California
$2.86M -$77.4K -1,347 -2%
SC
11
Scotia Capital
Ontario, Canada
$2.85M -$12.1K -211 -0.4%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.73M +$16.3K +283 +0.5%
PWP
13
Precedent Wealth Partners
Texas
$2.39M +$854K +14,871 +50%
Bank of America
14
Bank of America
North Carolina
$2.35M -$715K -12,445 -22%
Goldman Sachs
15
Goldman Sachs
New York
$2.34M +$758K +13,200 +43%
HBT
16
Hills Bank & Trust
Iowa
$1.9M +$1.01M +17,641 +99%
UBS Group
17
UBS Group
Switzerland
$1.82M -$285K -4,960 -13%
YWM
18
Yoder Wealth Management
California
$1.77M +$93.1K +1,621 +5%
VIM
19
Vista Investment Management
Pennsylvania
$1.73M -$15.5K -270 -0.8%
LPT
20
Legacy Private Trust
Wisconsin
$1.69M -$136K -2,375 -7%
CIC
21
Carnegie Investment Counsel
Ohio
$1.55M -$8.1K -141 -0.5%
FF
22
Friedenthal Financial
New Jersey
$1.43M +$47.7K +830 +3%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$1.3M +$824K +14,347 +145%
JPLA
24
Joseph P. Lucia & Associates
New York
$1.24M -$35.9K -624 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.19M -$450K -7,825 -26%

RSPD Hedge Fund Activity: Q1 2026 in Review

86 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q1 2026, worth a combined $138M — down 7.2% from $149M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPD positions and 9 closed out — a net gain of 3 holders — while 24 added to existing stakes and 28 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $6.73M. The largest seller was LPL Financial, cutting an estimated $7.5M.

  • 86 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $138M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q1 2026, down 7.2% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q1 2026 and 9 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q1 2026 was L.J. Altfest & Co, an estimated $6.73M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q1 2026 was LPL Financial, an estimated $7.5M sold.

Based on aggregated 13F filings for Q1 2026.