Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
33 hedge funds and large institutions have $47.2M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6% more funds holding
Funds holding: 31 → 33 (+2)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
13% less capital invested
Capital invested by funds: $54M → $47.2M (-$6.85M)
13.31% less ownership
Funds ownership: 136.13% → 122.81% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.73M |
| 2 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
+$999K |
| 3 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
+$929K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$873K |
| 5 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.57M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$5.4M |
| 3 |
Jane Street
New York
|
-$4.58M |
| 4 |
AIG
American International Group
New York
|
-$3.25M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$699K |
RSPD Hedge Fund Activity: Q4 2014 in Review
33 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2014, worth a combined $47.2M — down 13% from $54M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new RSPD positions and 7 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $3.73M. The largest seller was Credit Suisse, exiting entirely with an estimated $5.57M sold.
- 33 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2014, up from 31 in Q3 2014.
- Funds reported $47.2M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2014, down 13% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2014 and 7 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2014 was EP Wealth Advisors, an estimated $3.73M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2014 was Credit Suisse, an estimated $5.57M sold.
Based on aggregated 13F filings for Q4 2014.