Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
105 hedge funds and large institutions have $343M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
5% more funds holding
Funds holding: 100 → 105 (+5)
20.08% less ownership
Funds ownership: 98.82% → 78.73% (-20%)
29% less capital invested
Capital invested by funds: $480M → $343M (-$137M)
29% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 41
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.46M |
| 2 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
+$2.72M |
| 3 |
Morgan Stanley
New York
|
+$1.71M |
| 4 |
COI
Connable Office Inc
Kalamazoo,
Michigan
|
+$1.41M |
| 5 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$168M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.89M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.48M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$2.73M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.15M |
RSPD Hedge Fund Activity: Q4 2023 in Review
105 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2023, worth a combined $343M — down 29% from $480M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RSPD positions and 13 closed out — a net gain of 7 holders — while 29 added to existing stakes and 41 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.46M. The largest seller was Phoenix Financial, exiting entirely with an estimated $168M sold.
- 105 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2023, up from 100 in Q3 2023.
- Funds reported $343M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2023, down 29% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2023 and 13 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $4.46M added.
- The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2023 was Phoenix Financial, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2023.