Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
18 hedge funds and large institutions have $81.2M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.
143.47% more ownership
Funds ownership: 188.67% → 332.13% (+143%)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
99% more capital invested
Capital invested by funds: $40.8M → $81.2M (+$40.4M)
10% less funds holding
Funds holding: 20 → 18 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$38.7M |
| 2 |
Morgan Stanley
New York
|
+$983K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$862K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$676K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.74M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$794K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$502K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$307K |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$117K |
RSPD Hedge Fund Activity: Q3 2013 in Review
18 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q3 2013, worth a combined $81.2M — up 99% from $40.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RSPD and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $38.7M. The largest seller was Legacy Private Trust, cutting an estimated $3.74M.
- 18 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q3 2013, down from 20 in Q2 2013.
- Funds reported $81.2M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q3 2013, up 99% quarter-over-quarter.
- 1 fund opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q3 2013 and 3 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q3 2013 was Wilbanks Smith & Thomas Asset Management, an estimated $38.7M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q3 2013 was Legacy Private Trust, an estimated $3.74M sold.
Based on aggregated 13F filings for Q3 2013.