Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
78 hedge funds and large institutions have $227M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 24 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.09% less ownership
Funds ownership: 83.89% → 80.8% (-3.1%)
13% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 32
20% less funds holding
Funds holding: 98 → 78 (-20)
27% less capital invested
Capital invested by funds: $310M → $227M (-$83.1M)
75% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$13.6M |
| 2 |
MPCA
Madison Park Capital Advisors
Seattle,
Washington
|
+$3.88M |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$1.08M |
| 4 |
CI
CacheTech Inc
Logan,
Utah
|
+$1.08M |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$53.6M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$36.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.16M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$4.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWS
101
SYSTM Wealth Solutions
Chicago,
Illinois
| – | -$1.16K | -24 | Closed |
|
|
S
102
SignatureFD
Atlanta,
Georgia
| – | -$698 | -15 | Closed |
|
103
Simplex Trading
Chicago,
Illinois
| – | +$49 | +1 | New |
|
RSPD Hedge Fund Activity: Q3 2024 in Review
78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q3 2024, worth a combined $227M — down 27% from $310M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of RSPD and 6 opened new positions — a net loss of 18 holders — while 32 trimmed existing stakes and 28 added.
The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $13.6M. The largest seller was Bank of America, cutting an estimated $53.6M.
- 78 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q3 2024, down from 98 in Q2 2024.
- Funds reported $227M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q3 2024, down 27% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q3 2024 and 24 closed out, a net change of -18 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q3 2024 was Harel Insurance Investments & Financial Services, an estimated $13.6M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q3 2024 was Bank of America, an estimated $53.6M sold.
Based on aggregated 13F filings for Q3 2024.