We are live on ! Find out more
RSPD icon

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (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: 9878 (-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

Holders
78
Holders Change
-20
Holders Change %
-20.41%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
28
Reduced
32
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$97.9M +$13.6M +278,902 +17%
AWM
2
Adams Wealth Management
Utah
$14.8M +$1.08M +22,138 +8%
CI
3
CacheTech Inc
Utah
$14.8M +$1.08M +22,138 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.23M -$91.1K -1,873 -1%
LFA
5
Legend Financial Advisors
Pennsylvania
$7.36M +$72K +1,481 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.78M -$5.2M -107,023 -45%
LPL Financial
7
LPL Financial
California
$6.34M -$60K -1,234 -1%
Wells Fargo
8
Wells Fargo
California
$5.14M +$94.4K +1,941 +2%
NA
9
NewEdge Advisors
Louisiana
$4.68M +$99.6K +2,049 +2%
MPCA
10
Madison Park Capital Advisors
Washington
$4.16M +$3.88M +79,779 New
Bank of America
11
Bank of America
North Carolina
$3.69M -$53.6M -1,101,572 -94%
SA
12
Sanctuary Advisors
Indiana
$3.33M -$477K -9,807 -14%
SAM
13
SignalPoint Asset Management
Missouri
$3.28M +$20.3K +418 +0.7%
Cohen & Steers
14
Cohen & Steers
New York
$2.86M -$243K -5,000 -8%
TB
15
Treynor Bancshares
Iowa
$2.64M -$354K -7,278 -13%
JGCM
16
Joseph Group Capital Management
Ohio
$2.58M +$384K +7,902 +19%
Goldman Sachs
17
Goldman Sachs
New York
$2.23M +$418K +8,603 +25%
Morgan Stanley
18
Morgan Stanley
New York
$2.11M -$129K -2,651 -6%
SC
19
Scotia Capital
Ontario, Canada
$2.02M +$265K +5,442 +16%
PAG
20
Private Advisor Group
New Jersey
$1.92M +$30.2K +621 +2%
RJA
21
Raymond James & Associates
Florida
$1.82M -$1.46M -29,983 -46%
UBS Group
22
UBS Group
Switzerland
$1.81M +$170K +3,500 +11%
CIC
23
Carnegie Investment Counsel
Ohio
$1.68M +$194 +4 +0%
VIM
24
Vista Investment Management
Pennsylvania
$1.63M -$7.73K -159 -0.5%
YWM
25
Yoder Wealth Management
California
$1.56M +$51.2K +1,053 +4%

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.