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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
US Bancorp
76
US Bancorp
Minnesota
$48.2K +$40.9K +765 +554%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$44.3K -$4.6K -86 -9%
CA
78
Clearstead Advisors
Ohio
$28.9K -$569K -10,636 -95%
VNA
79
Valley National Advisers
Pennsylvania
$26K -$1.6K -30 -10%
CFGS
80
Concourse Financial Group Securities
Alabama
$20.1K +$19.8K +370 New
TSMHT
81
Thurston Springer Miller Herd & Titak
Indiana
$14.4K
TH
82
TCTC Holdings
Texas
$12.3K
FRA
83
Front Row Advisors
California
$12K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$11.1K -$4.97K -93 -31%
FFA
85
Farther Finance Advisors
California
$11.1K +$11.1K +207 New
VWM
86
Valley Wealth Managers
New Jersey
$9.19K +$9.2K +172 New
SPIA
87
Steward Partners Investment Advisory
New York
$8.81K -$481 -9 -5%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$8.71K +$53 +1 +0.6%
FDW
89
Fourth Dimension Wealth
Ohio
$7.9K +$7.91K +148 New
MA
90
MCF Advisors
Kentucky
$7.53K
FGC
91
Financial Gravity Companies
Texas
$7.48K +$1.76K +33 +31%
SS
92
Sunbelt Securities
Texas
$5.93K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$4.92K -$3.58K -67 -42%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$3.83K
KWM
95
Kiker Wealth Management
Georgia
$374 +$374 +7 New
NS
96
NBC Securities
Alabama
$128 +$107 +2 New
Cohen & Steers
97
Cohen & Steers
New York
-$2.86M -54,926 Closed
PWM
98
Perigon Wealth Management
California
-$833K -15,994 Closed
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
-$758K -14,555 Closed
BTI
100
Blue Trust Inc
Georgia
-$33.1K -689 Closed

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.