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Invesco S&P 500 Equal Weight Consumer Discretionary ETF

81 hedge funds and large institutions have $127M invested in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 9681 (-15)

22.28% less ownership

Funds ownership: 85.57%63.29% (-22%)

49% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 37

54% less capital invested

Capital invested by funds: $274M → $127M (-$146M)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
81
Holders Change
-15
Holders Change %
-15.63%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
19
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$25.3M -$79.3M -1,492,430 -75%
CA
2
CoreCap Advisors
Michigan
$15.2M +$15.7M +295,035 +2,934%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.58M -$1.44M -27,068 -17%
Raymond James Financial
4
Raymond James Financial
Florida
$6.48M -$6.88M -129,452 -50%
LFA
5
Legend Financial Advisors
Pennsylvania
$6.39M -$466K -8,774 -6%
LPL Financial
6
LPL Financial
California
$6.23M +$316K +5,943 +5%
Wells Fargo
7
Wells Fargo
California
$5.85M +$916K +17,233 +17%
NA
8
NewEdge Advisors
Louisiana
$4.38M -$101K -1,901 -2%
SA
9
Sanctuary Advisors
Indiana
$3.06M +$9.04K +170 +0.3%
FFA
10
Farther Finance Advisors
California
$2.84M +$3M +56,363 +27,229%
WCM
11
Winthrop Capital Management
Indiana
$2.75M -$49.5K -931 -2%
Bank of America
12
Bank of America
North Carolina
$2.61M -$764K -14,366 -22%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.6M -$11.7K -220 -0.4%
Goldman Sachs
14
Goldman Sachs
New York
$2.47M -$2.18M -41,104 -45%
UBS Group
15
UBS Group
Switzerland
$2.4M +$767K +14,436 +43%
SC
16
Scotia Capital
Ontario, Canada
$2.12M +$210K +3,960 +10%
Morgan Stanley
17
Morgan Stanley
New York
$2.05M -$785K -14,776 -26%
LPT
18
Legacy Private Trust
Wisconsin
$1.76M +$464K +8,726 +33%
VIM
19
Vista Investment Management
Pennsylvania
$1.59M +$14.5K +272 +0.9%
Citadel Advisors
20
Citadel Advisors
Florida
$1.57M +$1.37M +25,842 +458%
DIP
21
Davis Investment Partners
North Carolina
$1.53M +$239K +4,506 +16%
YWM
22
Yoder Wealth Management
California
$1.5M -$65.2K -1,226 -4%
CIC
23
Carnegie Investment Counsel
Ohio
$1.39M -$64.2K -1,208 -4%
FF
24
Friedenthal Financial
New Jersey
$1.28M -$32.4K -610 -2%
JPLA
25
Joseph P. Lucia & Associates
New York
$1.22M

RSPD Hedge Fund Activity: Q1 2025 in Review

81 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q1 2025, worth a combined $127M — down 54% from $274M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RSPD and 7 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 19 added.

The largest buyer was CoreCap Advisors, adding an estimated $15.7M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $79.3M.

  • 81 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $127M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q1 2025, down 54% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q1 2025 and 17 closed out, a net change of -10 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q1 2025 was CoreCap Advisors, an estimated $15.7M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q1 2025 was Harel Insurance Investments & Financial Services, an estimated $79.3M sold.

Based on aggregated 13F filings for Q1 2025.