Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 42 → 50 (+8)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$14.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.26M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.71M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.51M |
| 5 |
IMC Chicago
Chicago,
Illinois
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.51M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.1M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$969K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
51
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$1.22M | -34,905 | Closed |
|
52
Jane Street
New York
| – | -$555K | -15,930 | Closed |
|
53
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$237K | -6,807 | Closed |
|
|
CCM
54
Cribstone Capital Management
Augusta,
Maine
| – | -$21K | -606 | Closed |
|
|
CIAS
55
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$14K | -393 | Closed |
|
|
FAAS
56
First Allied Advisory Services
San Diego,
California
| – | -$12K | -360 | Closed |
|
|
BCI
57
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$4K | -120 | Closed |
|
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.