Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
25 hedge funds and large institutions have $107M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
39% more funds holding
Funds holding: 18 → 25 (+7)
31% more capital invested
Capital invested by funds: $81.2M → $107M (+$25.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
127.2% less ownership
Funds ownership: 332.13% → 204.93% (-127%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$13.4M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.51M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.18M |
| 5 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.19M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$575K |
| 3 |
Goldman Sachs
New York
|
-$17.4K |
| 4 |
LPL Financial
San Diego,
California
|
-$8.11K |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$5.35K |
RSPD Hedge Fund Activity: Q4 2013 in Review
25 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2013, worth a combined $107M — up 31% from $81.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RSPD positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $13.4M. The largest seller was Bank of America, cutting an estimated $2.19M.
- 25 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2013, up from 18 in Q3 2013.
- Funds reported $107M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2013, up 31% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2013 and 1 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2013 was Wilbanks Smith & Thomas Asset Management, an estimated $13.4M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2013 was Bank of America, an estimated $2.19M sold.
Based on aggregated 13F filings for Q4 2013.