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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
AWA
76
Arkadios Wealth Advisors
Georgia
$144K +$5.97K +135 +5%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$120K
CA
78
Clearstead Advisors
Ohio
$70K +$66K +1,494 New
GT
79
Glenmede Trust
Pennsylvania
$63K
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$61K
SBL
81
Sargent Bickham Lagudis
Colorado
$60K
BWM
82
BerganKDV Wealth Management
Minnesota
$47K
US Bancorp
83
US Bancorp
Minnesota
$33K +$31.4K +711 New
MIH
84
Meitav Investment House
Israel
$32.9K +$30.9M +699,000 New
VNA
85
Valley National Advisers
Pennsylvania
$32K -$530 -12 -2%
PA
86
Parallel Advisors
California
$27K +$25.1K +567 New
DWMG
87
DB Wealth Management Group
California
$21K
1IA
88
1834 Investment Advisors
Wisconsin
$20K +$19K +429 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$16K -$133 -3 -0.9%
HI
90
Harbour Investments
Wisconsin
$16K +$15.4K +348 New
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$13K +$11.9K +270 New
FRA
92
Front Row Advisors
California
$11K
MA
93
Montag & Associates
Georgia
$10K +$2.12K +48 +29%
IA
94
IFP Advisors
Florida
$5K
LF
95
Lee Financial
Texas
$5K
SW
96
SVB Wealth
Massachusetts
$5K
FHA
97
First Horizon Advisors
Tennessee
$5K +$4.77K +108 New
Citigroup
98
Citigroup
New York
$1K +$1.33K +30 New

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.