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Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD

97 hedge funds and large institutions have $736M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,700% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 1

214% more capital invested

Capital invested by funds: $234M → $736M (+$502M)

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

94% more funds holding

Funds holding: 50 → 97 (+47)

43.62% more ownership

Funds ownership: 221.51% → 265.13% (+44%)

Holders
97
Holders Change
+47
Holders Change %
+94%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
27
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$67.5M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$60.7M
3
Goldman Sachs
Goldman Sachs
New York
+$48.8M
4
PF
Phoenix Financial
Israel
+$42.9M
5
Morgan Stanley
Morgan Stanley
New York
+$36M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$3.13M
2
PWAG
Polaris Wealth Advisory Group
California
-$741K
3
SAM
SignalPoint Asset Management
Missouri
-$217K
4
FF
Friedenthal Financial
New Jersey
-$148K
5
Citadel Advisors
Citadel Advisors
Florida
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.2M +$508K +11,484 +20%
FA
27
FDx Advisors
Illinois
$3.06M +$2.88M +65,040 New
UBS Group
28
UBS Group
Switzerland
$3.05M +$1.25M +28,284 +77%
LFAS
29
Level Four Advisory Services
Texas
$2.97M +$2.79M +63,210 New
Cohen & Steers
30
Cohen & Steers
New York
$2.69M +$2.53M +57,237 New
FTUS
31
Flow Traders U.S.
New York
$2.63M +$2.48M +56,049 New
Truist Financial
32
Truist Financial
North Carolina
$2.41M +$2.27M +51,312 New
Osaic Holdings
33
Osaic Holdings
Arizona
$2.39M +$2.14M +48,477 +2,135%
SPIA
34
Steward Partners Investment Advisory
New York
$2.17M +$129K +2,928 +7%
JPLA
35
Joseph P. Lucia & Associates
New York
$2.06M +$581K +13,143 +43%
CAL
36
Capital Analysts LLC
Pennsylvania
$1.72M +$1.57M +35,556 +3,283%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$1.72M +$931K +21,063 +138%
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$1.71M +$1.6M +36,261 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.55M +$788K +17,832 +117%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.42M +$1.33M +30,192 New
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$1.41M +$1.33M +30,000 New
HW
42
Hamilton Wealth
California
$1.16M +$1.09M +24,726 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.1M +$390K +8,826 +60%
Stifel Financial
44
Stifel Financial
Missouri
$1.09M +$1.03M +23,199 New
FF
45
Friedenthal Financial
New Jersey
$1.09M -$148K -3,339 -13%
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$1.08M +$1.02M +23,025 New
ASN
47
Advisory Services Network
Georgia
$785K +$15.3K +345 +2%
GSEP
48
Golden State Equity Partners
California
$783K -$59K -1,335 -7%
JIP
49
Jaffetilchin Investment Partners
Florida
$672K +$133 +3 +0%
BCA
50
Bay Colony Advisors
Massachusetts
$621K +$584K +13,212 New
1
2
3 4

RSPD Hedge Fund Activity: Q1 2021 in Review

97 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q1 2021, worth a combined $736M — up 214% from $234M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RSPD positions and 1 closed out — a net gain of 47 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $67.5M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $3.13M.

  • 97 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q1 2021, up from 50 in Q4 2020.
  • Funds reported $736M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q1 2021, up 214% quarter-over-quarter.
  • 48 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q1 2021 and 1 closed out, a net change of +47 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $67.5M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q1 2021 was Migdal Insurance & Financial Holdings, an estimated $3.13M sold.

Based on aggregated 13F filings for Q1 2021.