Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
36 hedge funds and large institutions have $99.2M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.
110% more capital invested
Capital invested by funds: $47.2M → $99.2M (+$52.1M)
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
36.07% more ownership
Funds ownership: 122.81% → 158.88% (+36%)
9% more funds holding
Funds holding: 33 → 36 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$21.5M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$10.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.23M |
| 4 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
+$2.92M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$3.96M |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
-$419K |
| 3 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$364K |
| 4 |
JP Morgan Chase
New York
|
-$345K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$222K |
RSPD Hedge Fund Activity: Q1 2015 in Review
36 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q1 2015, worth a combined $99.2M — up 110% from $47.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RSPD positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $21.5M. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $3.96M sold.
- 36 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q1 2015, up from 33 in Q4 2014.
- Funds reported $99.2M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q1 2015, up 110% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q1 2015 and 4 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q1 2015 was Wilbanks Smith & Thomas Asset Management, an estimated $21.5M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q1 2015 was EP Wealth Advisors, an estimated $3.96M sold.
Based on aggregated 13F filings for Q1 2015.