Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
38 hedge funds and large institutions have $75.7M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.
12% more capital invested
Capital invested by funds: $67.3M → $75.7M (+$8.36M)
11.41% more ownership
Funds ownership: 126.03% → 137.44% (+11%)
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$27.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.34M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.41M |
| 4 |
Morgan Stanley
New York
|
+$919K |
| 5 |
LPL Financial
San Diego,
California
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.2M |
| 2 |
Jane Street
New York
|
-$3.93M |
| 3 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$3.75M |
| 4 |
PTCG
Pring Turner Capital Group
Alamo,
California
|
-$2.44M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$816K |
RSPD Hedge Fund Activity: Q4 2015 in Review
38 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2015, worth a combined $75.7M — up 12% from $67.3M a quarter earlier.
Fund positioning in RSPD was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 14 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $27.4M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $13.2M sold.
- 38 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $75.7M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2015 and 6 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2015 was Wilbanks Smith & Thomas Asset Management, an estimated $27.4M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2015 was United Capital Financial Advisors, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2015.