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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

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: 5097 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
51
James Investment Research
Ohio
$609K -$9.55K -216 -2%
MIM
52
Moseley Investment Management
Florida
$603K +$1.77M +40,149 New
Lido Advisors
53
Lido Advisors
California
$574K +$28.1K +636 +5%
PAG
54
Private Advisor Group
New Jersey
$568K +$534K +12,069 New
CPC
55
Cookson Peirce & Co
Pennsylvania
$544K +$511K +11,562 New
KFS
56
Kaizen Financial Strategies
California
$538K +$506K +11,439 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$533K +$193K +4,377 +63%
FIM
58
Freedom Investment Management
Connecticut
$526K +$495K +11,193 New
Chevy Chase Trust
59
Chevy Chase Trust
Maryland
$515K +$484K +10,947 New
ACM
60
Allred Capital Management
Texas
$492K +$463K +10,464 New
AWM
61
Avitas Wealth Management
California
$424K +$112K +2,541 +39%
EFSCE
62
Enterprise Financial Services Corp (EFSC)
Missouri
$348K
HIA
63
Harbor Investment Advisory
Maryland
$333K
Citadel Advisors
64
Citadel Advisors
Florida
$325K -$107K -2,412 -26%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$315K +$38.6K +873 +15%
AFWM
66
AMJ Financial Wealth Management
Virginia
$274K +$258K +5,832 New
GTAM
67
Global Trust Asset Management
Florida
$268K +$252K +5,703 New
VAS
68
Vestmark Advisory Solutions
Massachusetts
$267K +$251K +5,670 New
NCM
69
Noesis Capital Mangement
Florida
$262K +$246K +5,574 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$226K +$213K +4,812 New
SSWM
71
Sheets Smith Wealth Management
North Carolina
$222K -$50K -1,131 -19%
HNB
72
Huntington National Bank
Ohio
$219K
CIC
73
Carnegie Investment Counsel
Ohio
$217K +$204K +4,620 New
CFGS
74
Concourse Financial Group Securities
Alabama
$163K +$153K +3,465 New
TCM
75
Tradewinds Capital Management
Washington
$152K +$46.9K +1,062 +49%

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.