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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 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2.7% more ownership

Funds ownership: 63.29%65.99% (+2.7%)

0% more funds holding

Funds holding: 8181 (0)

0% less capital invested

Capital invested by funds: $127M → $127M (-$197K)

60% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 40

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$34.4M +$6.97M +138,532 +27%
Raymond James Financial
2
Raymond James Financial
Florida
$7.56M +$615K +12,219 +9%
SWP
3
Strategic Wealth Partners
Ohio
$7.17M +$6.78M +134,724 New
HighTower Advisors
4
HighTower Advisors
Illinois
$6.91M -$106K -2,111 -2%
LFA
5
Legend Financial Advisors
Pennsylvania
$6.84M +$24.3K +483 +0.4%
LPL Financial
6
LPL Financial
California
$5.82M -$786K -15,622 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.36M +$3.93M +78,144 +347%
Wells Fargo
8
Wells Fargo
California
$5.13M -$1.05M -20,843 -18%
PAS
9
Park Avenue Securities
New York
$3.65M +$3.45M +68,498 New
Bank of America
10
Bank of America
North Carolina
$3.08M +$285K +5,655 +11%
FFA
11
Farther Finance Advisors
California
$2.99M -$18.9K -375 -0.7%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.78M -$1.21K -24 -0%
SC
13
Scotia Capital
Ontario, Canada
$2.74M +$457K +9,074 +21%
Morgan Stanley
14
Morgan Stanley
New York
$2.16M -$26.2K -521 -1%
Goldman Sachs
15
Goldman Sachs
New York
$2.02M -$583K -11,588 -23%
UBS Group
16
UBS Group
Switzerland
$1.95M -$580K -11,529 -24%
YWM
17
Yoder Wealth Management
California
$1.73M +$118K +2,347 +8%
VIM
18
Vista Investment Management
Pennsylvania
$1.69M -$4.08K -81 -0.3%
LPT
19
Legacy Private Trust
Wisconsin
$1.67M -$193K -3,834 -11%
CIC
20
Carnegie Investment Counsel
Ohio
$1.56M -$67.6K -1,343 -4%
DIP
21
Davis Investment Partners
North Carolina
$1.53M -$216K -4,288 -13%
FF
22
Friedenthal Financial
New Jersey
$1.4M +$34.3K +681 +3%
JPLA
23
Joseph P. Lucia & Associates
New York
$1.28M -$15.9K -315 -1%
LG
24
Leuthold Group
Minnesota
$1.27M +$31.2K +619 +3%
PA
25
Pinnacle Associates
New York
$1.26M -$15.1K -300 -1%

RSPD Hedge Fund Activity: Q2 2025 in Review

81 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) for Q2 2025, worth a combined $127M — down 0.15% from $127M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPD positions and 9 closed out — a net gain of 3 holders — while 16 added to existing stakes and 40 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $6.97M. The largest seller was CoreCap Advisors, cutting an estimated $15M.

  • 81 institutional investors held Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $127M of Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock for Q2 2025, down 0.15% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Consumer Discretionary ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF buyer in Q2 2025 was Harel Insurance Investments & Financial Services, an estimated $6.97M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Discretionary ETF seller in Q2 2025 was CoreCap Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.