Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
88 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
7.73% more ownership
Funds ownership: 235.98% → 243.71% (+7.7%)
6% more capital invested
Capital invested by funds: $376M → $398M (+$21.9M)
2% more funds holding
Funds holding: 86 → 88 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
31% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.15M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
+$5.26M |
| 3 |
DIP
Davis Investment Partners
Charlotte,
North Carolina
|
+$3.49M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$2.13M |
| 5 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.84M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.57M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$2.46M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.84M |
| 5 |
Morgan Stanley
New York
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$895 | -21 | Closed |
|
|
NFSG
102
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$639 | -15 | Closed |
|
RSPD Hedge Fund Activity: Q2 2023 in Review
88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q2 2023, worth a combined $398M — up 5.8% from $376M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RSPD positions and 12 closed out — a net gain of 2 holders — while 22 added to existing stakes and 32 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.15M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $2.84M sold.
- 88 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q2 2023, up from 86 in Q1 2023.
- Funds reported $398M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q2 2023, up 5.8% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q2 2023 and 12 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $7.15M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q2 2023 was Freedom Investment Management, an estimated $2.84M sold.
Based on aggregated 13F filings for Q2 2023.