We are live on ! Find out more
RSPD icon

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

50 hedge funds and large institutions have $67M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

61% more capital invested

Capital invested by funds: $41.7M → $67M (+$25.3M)

40.32% more ownership

Funds ownership: 149.77%190.09% (+40%)

19% more funds holding

Funds holding: 4250 (+8)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
8
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
26
Prostatis Group
Maryland
$412K +$398K +11,118 New
JPLA
27
Joseph P. Lucia & Associates
New York
$409K -$205K -5,745 -34%
WCM
28
WealthBridge Capital Management
Ohio
$397K -$15.6K -435 -4%
TRCT
29
Tower Research Capital (TRC)
New York
$347K +$335K +9,357 New
EFSCE
30
Enterprise Financial Services Corp (EFSC)
Missouri
$343K
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$317K +$286K +7,989 +1,463%
Stifel Financial
32
Stifel Financial
Missouri
$236K +$228K +6,390 New
CFGS
33
Concourse Financial Group Securities
Alabama
$130K +$125K +3,507 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$113K -$193K -5,391 -64%
AWA
35
Arkadios Wealth Advisors
Georgia
$108K +$104K +2,922 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$92K +$88.9K +2,487 New
GT
37
Glenmede Trust
Pennsylvania
$50K
SBL
38
Sargent Bickham Lagudis
Colorado
$47K
VNA
39
Valley National Advisers
Pennsylvania
$44K
FANJ
40
Financial Architects (New Jersey)
New Jersey
$28K
HFM
41
Hartford Financial Management
Connecticut
$22K
ACA
42
Atlas Capital Advisors
Wyoming
$14.2K
KFS
43
Kelly Financial Services
Massachusetts
$11.1K
FRA
44
Front Row Advisors
California
$8K
FWM
45
FSA Wealth Management
Massachusetts
$7K +$6.44K +180 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$6K
AWM
47
Atticus Wealth Management
Florida
$5K +$4.83K +135 New
LF
48
Lee Financial
Texas
$4K
SW
49
SVB Wealth
Massachusetts
$4K +$4.29K +120 New
FGAM
50
Financial Gravity Asset Management
Texas
$1K -$969K -27,087 -100%

RSPD Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2019, worth a combined $67M — up 61% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RSPD positions and 8 closed out — a net gain of 8 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $14.7M. The largest seller was Goldman Sachs, cutting an estimated $3.51M.

  • 50 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2019, up from 42 in Q3 2019.
  • Funds reported $67M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2019, up 61% quarter-over-quarter.
  • 16 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2019 and 8 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2019 was Tradewinds Capital Management, an estimated $14.7M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2019 was Goldman Sachs, an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2019.