Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
94 hedge funds and large institutions have $349M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 18 closing their positions.
2% more capital invested
Capital invested by funds: $343M → $349M (+$5.52M)
0.18% more ownership
Funds ownership: 78.73% → 78.92% (+0.18%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 105 → 94 (-11)
15% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 39
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.76M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.34M |
| 4 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$1.32M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$658K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.38M |
| 2 |
OAM
Oppenheimer Asset Management
New York
|
-$5.95M |
| 3 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$3.03M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.71M |
| 5 |
Morgan Stanley
New York
|
-$2.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
101
Equitable Holdings
New York
| – | -$351K | -7,382 | Closed |
|
|
DC
102
Diametric Capital
Boston,
Massachusetts
| – | -$321K | -6,754 | Closed |
|
|
WANY
103
Wealthspire Advisors (New York)
New York
| – | -$201K | -4,230 | Closed |
|
104
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$32.8K | -689 | Closed |
|
|
RAM
105
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$11.3K | -237 | Closed |
|
|
LF
106
Lee Financial
Dallas,
Texas
| – | -$4.57K | -96 | Closed |
|
|
HPC
107
HM Payson & Co
Portland,
Maine
| – | -$3.85K | -81 | Closed |
|
|
SIS
108
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$3.57K | -75 | Closed |
|
|
QFA
109
Quattro Financial Advisors
The Woodlands,
Texas
| – | -$714K | -48 | Closed |
|
|
AC
110
AlphaCore Capital
La Jolla,
California
| – | -$2.14K | -45 | Closed |
|
111
Citigroup
New York
| – | -$1.95K | -41 | Closed |
|
112
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -24 | Closed |
|
RSPD Hedge Fund Activity: Q1 2024 in Review
94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q1 2024, worth a combined $349M — up 1.6% from $343M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of RSPD and 8 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 33 added.
The largest buyer was LPL Financial, adding an estimated $7.22M. The largest seller was Bank of America, cutting an estimated $7.38M.
- 94 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q1 2024, down from 105 in Q4 2023.
- Funds reported $349M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q1 2024, up 1.6% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q1 2024 and 18 closed out, a net change of -10 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q1 2024 was LPL Financial, an estimated $7.22M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q1 2024 was Bank of America, an estimated $7.38M sold.
Based on aggregated 13F filings for Q1 2024.