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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

39 hedge funds and large institutions have $89.3M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

8% more funds holding

Funds holding: 3639 (+3)

10% less capital invested

Capital invested by funds: $99.2M → $89.3M (-$9.9M)

27.15% less ownership

Funds ownership: 158.88%131.73% (-27%)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$24.2M +$2.48M +81,501 +11%
Morgan Stanley
2
Morgan Stanley
New York
$13.3M +$673K +22,086 +5%
UCFA
3
United Capital Financial Advisors
Texas
$9.89M -$450K -14,775 -4%
Goldman Sachs
4
Goldman Sachs
New York
$6.57M +$2.03M +66,801 +44%
Wells Fargo
5
Wells Fargo
California
$6.04M +$2.68M +87,861 +78%
RJA
6
Raymond James & Associates
Florida
$4.54M -$4.87M -159,789 -51%
VAS
7
Valicenti Advisory Services
New York
$4.12M +$79K +2,595 +2%
UBS Group
8
UBS Group
Switzerland
$2.9M -$337K -11,064 -10%
PTCG
9
Pring Turner Capital Group
California
$2.57M +$2.6M +85,332 New
Bank of America
10
Bank of America
North Carolina
$2.02M +$143K +4,698 +8%
Jane Street
11
Jane Street
New York
$1.48M -$785K -25,770 -34%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.39M -$950K -31,209 -40%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.23M +$194K +6,369 +19%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.17M +$63.4K +2,082 +6%
BW
15
Bison Wealth
Georgia
$1.09M +$272K +8,943 +33%
LPL Financial
16
LPL Financial
California
$953K -$7.22K -237 -0.7%
LFG
17
LifePlan Financial Group
Ohio
$654K +$661K +21,702 New
CWM
18
Concert Wealth Management
California
$600K +$608K +19,974 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$595K +$552K +18,114 +1,116%
DC
20
Davenport & Co
Virginia
$480K +$14.9K +489 +3%
Citadel Advisors
21
Citadel Advisors
Florida
$421K +$426K +13,980 New
BTS
22
BB&T Securities
Virginia
$419K +$424K +13,920 New
WA
23
WESPAC Advisors
California
$402K +$406K +13,341 New
GA
24
Gateway Advisory
New Jersey
$390K
FAAS
25
First Allied Advisory Services
California
$345K -$7.22K -237 -2%

RSPD Hedge Fund Activity: Q2 2015 in Review

39 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q2 2015, worth a combined $89.3M — down 10% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RSPD positions and 6 closed out — a net gain of 3 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.68M. The largest seller was BBVA USA Bancshares, exiting entirely with an estimated $10.5M sold.

  • 39 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q2 2015, up from 36 in Q1 2015.
  • Funds reported $89.3M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q2 2015, down 10% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q2 2015 and 6 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q2 2015 was Wells Fargo, an estimated $2.68M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q2 2015 was BBVA USA Bancshares, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2015.