Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
98 hedge funds and large institutions have $310M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 49 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
4.97% more ownership
Funds ownership: 78.92% → 83.89% (+5%)
4% more funds holding
Funds holding: 94 → 98 (+4)
11% less capital invested
Capital invested by funds: $349M → $310M (-$39M)
57% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.21M |
| 2 |
GS
GTS Securities
New York
|
+$3.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$725K |
| 4 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$673K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$24M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.93M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.37M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.55M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
101
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$805K | -15,777 | Closed |
|
|
OPS
102
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$805K | -15,777 | Closed |
|
|
WAM
103
Worth Asset Management
Dallas,
Texas
| – | -$609K | -11,943 | Closed |
|
104
Two Sigma Advisers
New York
| – | -$224K | -4,400 | Closed |
|
|
MG
105
Mather Group
Chicago,
Illinois
| – | -$11.1K | -234 | Closed |
|
|
NS
106
NBC Securities
Birmingham,
Alabama
| – | -$1K | -12 | Closed |
|
RSPD Hedge Fund Activity: Q2 2024 in Review
98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q2 2024, worth a combined $310M — down 11% from $349M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RSPD positions and 6 closed out — a net gain of 7 holders — while 21 added to existing stakes and 49 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $4.21M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $24M.
- 98 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q2 2024, up from 94 in Q1 2024.
- Funds reported $310M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q2 2024, down 11% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q2 2024 and 6 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $4.21M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q2 2024 was Harel Insurance Investments & Financial Services, an estimated $24M sold.
Based on aggregated 13F filings for Q2 2024.