Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
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.
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: 36 → 50 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$51.2M |
| 2 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$33.9M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$7.94M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$7.57M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 2 |
NRS
Neville Rodie & Shaw
New York
|
-$597K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$565K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$412K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$377K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NRS
51
Neville Rodie & Shaw
New York
| – | -$597K | -17,400 | Closed |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| – | -$565K | -16,482 | Closed |
|
|
BCA
53
Bay Colony Advisors
Concord,
Massachusetts
| – | -$213K | -6,201 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -24 | Closed |
|
|
SIAG
55
Safeguard Investment Advisory Group
Corona,
California
| – | +$228 | +6 | New |
|
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.