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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

50 hedge funds and large institutions have $234M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

142% more capital invested

Capital invested by funds: $96.6M → $234M (+$138M)

90.58% more ownership

Funds ownership: 130.94%221.51% (+91%)

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

39% more funds holding

Funds holding: 3650 (+14)

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
14
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$380K +$354K +9,327 New
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$301K
HIA
28
Harbor Investment Advisory
Maryland
$289K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$284K +$264K +6,966 New
AWM
30
Avitas Wealth Management
California
$264K +$246K +6,474 New
SSWM
31
Sheets Smith Wealth Management
North Carolina
$239K -$145K -3,828 -40%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$238K -$377K -9,939 -63%
AWA
33
Arkadios Wealth Advisors
Georgia
$119K
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$105K
Osaic Holdings
35
Osaic Holdings
Arizona
$92K +$5.69K +150 +7%
TCM
36
Tradewinds Capital Management
Washington
$89K -$14.9K -393 -15%
GT
37
Glenmede Trust
Pennsylvania
$55K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$53K +$49.2K +1,296 New
SBL
39
Sargent Bickham Lagudis
Colorado
$52K
CAL
40
Capital Analysts LLC
Pennsylvania
$44K +$3.42K +90 +9%
BWM
41
BerganKDV Wealth Management
Minnesota
$40K +$37.6K +990 New
VNA
42
Valley National Advisers
Pennsylvania
$28K -$2.85K -75 -10%
DWMG
43
DB Wealth Management Group
California
$18K +$16.7K +441 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$14K +$13.1K +345 New
FRA
45
Front Row Advisors
California
$9K
MA
46
Montag & Associates
Georgia
$7K +$6.26K +165 New
LF
47
Lee Financial
Texas
$4K
SW
48
SVB Wealth
Massachusetts
$4K
IA
49
IFP Advisors
Florida
$3K -$1.37K -36 -29%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$1.19M -34,812 Closed

RSPD Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2020, worth a combined $234M — up 142% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPD positions and 5 closed out — a net gain of 14 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $51.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.

  • 50 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2020, up from 36 in Q3 2020.
  • Funds reported $234M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2020, up 142% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2020 and 5 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2020 was Migdal Insurance & Financial Holdings, an estimated $51.2M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2020.