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Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD

96 hedge funds and large institutions have $274M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

23% more funds holding

Funds holding: 78 → 96 (+18)

21% more capital invested

Capital invested by funds: $227M → $274M (+$46.8M)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

4.78% more ownership

Funds ownership: 80.8% → 85.57% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
96
Holders Change
+18
Holders Change %
+23.08%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
29
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Strategic Wealth Partners
Ohio
+$6.88M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$6.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.47M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.05M
5
WCM
Winthrop Capital Management
Indiana
+$2.99M

Top Sellers

1
MPCA
Madison Park Capital Advisors
Washington
-$3.22M
2
Cohen & Steers
Cohen & Steers
New York
-$2.86M
3
TB
Treynor Bancshares
Iowa
-$1M
4
PWM
Perigon Wealth Management
California
-$833K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$107M +$6.46M +120,869 +6%
AWM
2
Adams Wealth Management
Utah
$16.1M +$931K +17,408 +6%
CI
3
CacheTech Inc
Utah
$16.1M +$931K +17,408 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$13.9M +$13.9M +259,386 New
HighTower Advisors
5
HighTower Advisors
Illinois
$8.5M +$58.1K +1,086 +0.7%
LFA
6
Legend Financial Advisors
Pennsylvania
$7.31M -$232K -4,336 -3%
SWP
7
Strategic Wealth Partners
Ohio
$7.1M +$6.88M +128,638 New
LPL Financial
8
LPL Financial
California
$6.36M -$147K -2,753 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.63M +$4.47M +83,658 +387%
Wells Fargo
10
Wells Fargo
California
$5.35M +$80.7K +1,510 +2%
Goldman Sachs
11
Goldman Sachs
New York
$4.84M +$2.55M +47,777 +112%
NA
12
NewEdge Advisors
Louisiana
$4.8M – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$4.45M +$4.05M +75,764 +1,007%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.76M +$2.51M +47,002 +201%
Bank of America
15
Bank of America
North Carolina
$3.56M -$217K -4,053 -6%
SA
16
Sanctuary Advisors
Indiana
$3.41M -$17.2K -321 -0.5%
SAM
17
SignalPoint Asset Management
Missouri
$3.08M -$258K -4,834 -8%
WCM
18
Winthrop Capital Management
Indiana
$2.99M +$2.99M +55,963 New
Morgan Stanley
19
Morgan Stanley
New York
$2.98M +$817K +15,273 +38%
JGCM
20
Joseph Group Capital Management
Ohio
$2.95M +$312K +5,830 +12%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.8M +$2.64M +49,346 +1,611%
BCP
22
Blue Chip Partners
Michigan
$2.49M +$2.49M +46,610 New
SC
23
Scotia Capital
Ontario, Canada
$2.06M -$9.04K -169 -0.4%
PAG
24
Private Advisor Group
New Jersey
$1.9M -$74.7K -1,397 -4%
UBS Group
25
UBS Group
Switzerland
$1.8M -$55.4K -1,036 -3%
1
2 3 4 5

RSPD Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q4 2024, worth a combined $274M — up 21% from $227M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RSPD positions and 6 closed out — a net gain of 20 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $6.88M. The largest seller was Madison Park Capital Advisors, cutting an estimated $3.22M.

  • 96 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $274M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q4 2024 and 6 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q4 2024 was Strategic Wealth Partners, an estimated $6.88M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q4 2024 was Madison Park Capital Advisors, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.