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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

96 hedge funds and large institutions have $274M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

23% more funds holding

Funds holding: 7896 (+18)

21% more capital invested

Capital invested by funds: $227M → $274M (+$46.8M)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

4.78% more ownership

Funds ownership: 80.8%85.57% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
96
Holders Change
+18
Holders Change %
+23.08%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
29
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TB
26
Treynor Bancshares
Iowa
$1.71M -$1M -18,726 -37%
CIC
27
Carnegie Investment Counsel
Ohio
$1.7M -$15.9K -297 -0.9%
VIM
28
Vista Investment Management
Pennsylvania
$1.68M +$12.3K +230 +0.7%
YWM
29
Yoder Wealth Management
California
$1.67M +$70.6K +1,320 +4%
DIP
30
Davis Investment Partners
North Carolina
$1.46M +$25.1K +470 +2%
LPT
31
Legacy Private Trust
Wisconsin
$1.42M -$160K -2,985 -10%
FF
32
Friedenthal Financial
New Jersey
$1.4M -$1.23K -23 -0.1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.37M +$1.16M +21,732 +562%
JPLA
34
Joseph P. Lucia & Associates
New York
$1.3M +$214 +4 +0%
PA
35
Pinnacle Associates
New York
$1.28M +$20.1K +375 +2%
IAA
36
Independent Advisor Alliance
North Carolina
$1.24M +$1.24M +23,162 New
SAM
37
Strategy Asset Managers
California
$1.18M +$67.3K +1,259 +6%
WAM
38
Walker Asset Management
Missouri
$1.13M -$47.2K -883 -4%
COI
39
Connable Office Inc
Michigan
$1.07M +$1.07M +19,954 New
MPCA
40
Madison Park Capital Advisors
Washington
$1.04M -$3.22M -60,262 -76%
Ameriprise
41
Ameriprise
Minnesota
$918K -$67K -1,253 -7%
PCH
42
PGIM Custom Harvest
New Jersey
$876K
Lido Advisors
43
Lido Advisors
California
$781K +$133K +2,480 +20%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$739K +$740K +13,839 New
ASN
45
Advisory Services Network
Georgia
$608K -$192K -3,592 -24%
CA
46
CoreCap Advisors
Michigan
$537K +$538K +10,057 New
FIM
47
Freedom Investment Management
Connecticut
$533K -$58.7K -1,098 -10%
FTUS
48
Flow Traders U.S.
New York
$443K +$191K +3,571 +76%
GVAG
49
Great Valley Advisor Group
Delaware
$431K +$108K +2,026 +34%
HH
50
Hilltop Holdings
Texas
$420K +$421K +7,868 New

RSPD Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2024, worth a combined $274M — up 21% from $227M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RSPD positions and 6 closed out — a net gain of 20 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $6.88M. The largest seller was Madison Park Capital Advisors, cutting an estimated $3.22M.

  • 96 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $274M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2024 and 6 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2024 was Strategic Wealth Partners, an estimated $6.88M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2024 was Madison Park Capital Advisors, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.