Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) Institutional Ownership

$48.14
+0.48 (+1.01%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RCD)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$168.83M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$962.21K
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RCD Institutional Buying and Selling by Quarter

Invesco S&P 500 Equal Weight Consumer Discretionary ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2023Financial Gravity Asset Management Inc.641$83K0.0%+364.5%0.006%
11/16/2023GTS Securities LLC30,003$3.89M0.0%N/A0.267%
11/15/2023Scotia Capital Inc.18,248$2.36M0.0%+289.7%0.163%
11/15/2023Lido Advisors LLC41,404$5.36M0.0%+421.5%0.369%
11/15/2023Glenmede Trust Co. NA1,350$175K0.0%+200.0%0.012%
11/14/2023Richard Bernstein Advisors LLC881,954$114.26M1.9%N/A7.861%
11/14/2023Private Advisory Group LLC50,978$6.60M1.3%+208.2%0.454%
11/14/2023PGIM Custom Harvest LLC39,327$5.10M0.2%+194.5%0.351%
11/13/2023Vista Investment Management26,834$3.48M1.6%+195.9%0.239%
11/13/2023LPL Financial LLC115,289$14.94M0.0%+249.9%1.028%
11/13/2023Clearstead Advisors LLC540$70K0.0%+200.0%0.005%
11/13/2023Envestnet Asset Management Inc.132,608$17.18M0.0%N/A1.182%
11/13/2023Kestra Advisory Services LLC13,651$1.77M0.0%+193.6%0.122%
11/9/2023UBS Group AG33,508$4.34M0.0%+195.9%0.299%
11/8/2023 HighTower Advisors LLC159,924$20.72M0.0%+198.8%1.425%
11/8/2023 Janney Montgomery Scott LLC5,071$657K0.0%+201.5%0.045%
11/8/2023Milestone Advisory Partners43,144$5.59M3.6%+298.9%0.385%
11/8/2023Atria Wealth Solutions Inc.11,720$1.52M0.0%N/A0.104%
11/8/2023 Janney Capital Management LLC100,187$12.98M1.0%+192.1%0.893%
11/8/2023J.P. Morgan Private Wealth Advisors LLC8,955$1.16M0.0%N/A0.080%
11/8/2023 Oppenheimer Asset Management Inc.127,770$16.55M0.3%+194.2%1.139%
11/7/2023 Leuthold Group LLC28,516$3.69M0.5%+197.1%0.254%
11/7/2023Clearstead Advisors LLC540$70K0.0%+200.0%0.005%
11/7/2023 Great Valley Advisor Group Inc.5,895$764K0.0%+203.4%0.053%
11/3/2023 Private Advisor Group LLC34,650$4.49M0.0%+199.7%0.309%
11/2/2023 Venturi Wealth Management LLC560$73K0.0%N/A0.005%
11/1/2023Orion Portfolio Solutions LLC27,020$3.50M0.0%+271.6%0.241%
10/31/2023 James Investment Research Inc.8,871$1.15M0.2%+351.5%0.079%
10/30/2023 Tradewinds Capital Management LLC3,245$420K0.1%+200.7%0.029%
10/30/2023 Joseph P. Lucia & Associates LLC26,096$3.38M1.4%+189.7%0.233%
10/30/2023 Harel Insurance Investments & Financial Services Ltd.2,100,000$272.06M4.8%+200.0%18.717%
10/27/2023 Walker Asset Management LLC24,103$3.12M2.0%+182.1%0.215%
10/25/2023 Migdal Insurance & Financial Holdings Ltd.7,635$989K0.0%N/A0.068%
10/24/2023 Bank of New York Mellon Corp11,772$1.53M0.0%N/A0.105%
10/24/2023 Raymond James Financial Services Advisors Inc.187,573$24.30M0.0%+74.6%1.672%
10/24/2023 Raymond James & Associates76,990$9.97M0.0%+352.2%0.686%
10/24/2023 Pinnacle Associates Ltd.23,465$3.04M0.1%+198.7%0.209%
10/24/2023 Cambridge Investment Research Advisors Inc.9,567$1.24M0.0%N/A0.085%
10/23/2023 Chevy Chase Trust Holdings LLC10,266$1.33M0.0%+200.0%0.091%
10/23/2023Commonwealth Equity Services LLC6,299$816K0.0%+204.3%0.056%
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10/20/2023 Quattro Financial Advisors LLC8,574$1.11M0.5%N/A0.076%
10/18/2023 Yoder Wealth Management Inc.30,885$4.00M2.3%+210.8%0.275%
10/18/2023 Private Trust Co. NA7,698$997K0.1%+200.0%0.069%
10/17/2023 Friedenthal Financial27,593$3.58M1.7%+201.1%0.246%
10/13/2023 SignalPoint Asset Management LLC66,834$8.66M2.0%+186.4%0.596%
10/12/2023IFP Advisors Inc735$95K0.0%+184.9%0.007%
10/12/2023 IMC Chicago LLC28,974$3.75M0.0%N/A0.258%
10/11/2023 Legacy Private Trust Co.22,149$2.87M0.2%N/A0.197%
10/11/2023 Carnegie Capital Asset Management LLC30,002$3.89M0.1%+187.9%0.267%
8/25/2023 Strategy Asset Managers LLC5,553$766K0.2%N/A0.049%
8/15/2023Cohen & Steers Inc.25,836$3.56M0.0%+4.6%0.230%
8/10/2023Treynor Bancshares Inc.13,474$1.86M1.2%-9.9%0.120%
8/10/2023 Private Advisor Group LLC11,560$1.59M0.0%-10.7%0.103%
8/10/2023 Meitav Investment House Ltd.7,000$1.04M0.0%N/A0.062%
8/9/2023Lido Advisors LLC7,939$1.10M0.0%+36.3%0.071%
8/8/2023 Leuthold Group LLC9,599$1.32M0.2%N/A0.086%
8/3/2023Scotia Capital Inc.4,683$646K0.0%N/A0.042%
8/3/2023 Oppenheimer Asset Management Inc.43,426$5.99M0.1%-1.3%0.387%
8/2/2023Bank of Montreal Can2,211$305K0.0%N/A0.020%
8/1/2023 Davis Investment Partners LLC31,621$1.48M0.7%+596.8%0.282%
7/31/2023LPL Financial LLC32,951$4.55M0.0%+0.7%0.294%
7/28/2023 Lion Street Advisors LLC3,067$469K0.2%N/A0.081%
7/28/2023 Carson Advisory Inc.1,758$615K0.3%N/A0.047%
7/27/2023 Carson Advisory Inc.1,758$615K0.5%N/A0.047%
7/26/2023 Janney Capital Management LLC34,300$4.73M0.3%-1.8%0.910%
7/25/2023 Raymond James Financial Services Advisors Inc.107,416$14.82M0.0%+107.1%2.849%
7/25/2023 Raymond James & Associates17,024$2.35M0.0%-7.0%0.452%
7/24/2023 Meitav Investment House Ltd.7,000$1.04M0.0%N/A0.186%
7/21/2023 Joseph P. Lucia & Associates LLC9,007$1.24M0.8%-8.1%0.239%
7/13/2023 Walker Asset Management LLC8,545$1.18M1.0%-4.3%0.227%
7/13/2023Milestone Advisory Partners10,815$1.49M1.4%+5.5%0.287%
7/11/2023 Worth Asset Management LLC4,601$635K0.5%+137.0%0.122%
5/15/2023PGIM Custom Harvest LLC13,352$1.71M0.1%+16.3%0.354%
5/12/2023Milestone Advisory Partners10,256$1.31M1.2%N/A0.272%
5/12/2023 HighTower Advisors LLC53,828$6.88M0.0%+2.8%1.428%
5/10/2023 Oppenheimer Asset Management Inc.43,994$5.63M0.1%-1.1%1.167%
5/10/2023 Oppenheimer & Co. Inc.2,996$383K0.0%N/A0.079%
5/10/2023 Private Advisor Group LLC12,946$1.66M0.0%N/A0.343%
5/10/2023LPL Financial LLC32,711$4.18M0.0%+23.5%0.868%
5/9/2023Tower Research Capital LLC TRC3,880$496K0.0%+9.4%0.103%
5/5/2023Capital Analysts LLC7,518$961K0.1%+1.5%0.199%
5/5/2023 Pinnacle Associates Ltd.7,855$1.00M0.0%N/A0.208%
5/2/2023 Joseph P. Lucia & Associates LLC9,797$1.25M0.9%-1.7%0.260%
5/2/2023 Friedenthal Financial9,370$1.20M0.8%+6.0%0.249%
5/1/2023 Migdal Insurance & Financial Holdings Ltd.2,545$318K0.0%-99.7%0.068%
4/28/2023 Janney Capital Management LLC34,930$4.47M0.3%N/A0.927%
4/28/2023 Janney Montgomery Scott LLC1,599$204K0.0%-21.7%0.042%
4/26/2023 James Investment Research Inc.3,653$467K0.1%-18.9%0.097%
4/25/2023 Geneos Wealth Management Inc.3,925$502K0.0%-27.9%0.104%
4/20/2023 LVZ Inc.9,173$1.17M0.2%N/A0.243%
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4/20/2023 Carnegie Capital Asset Management LLC10,267$1.31M0.1%+212.1%0.272%
4/14/2023 Davis Investment Partners LLC4,538$575K0.3%+17.1%0.098%
4/14/2023 Raymond James Financial Services Advisors Inc.51,875$6.63M0.0%+17.0%1.118%
4/14/2023 Raymond James & Associates18,304$2.34M0.0%+32.9%0.394%
4/14/2023 SignalPoint Asset Management LLC23,281$2.98M0.9%+2.4%0.502%
4/12/2023 Worth Asset Management LLC1,941$248K0.2%N/A0.042%
4/12/2023 Private Trust Co. NA2,566$328K0.0%N/A0.055%
4/11/2023 Mutual Advisors LLC7,650$978K0.0%+1.1%0.165%
3/28/2023Prostatis Group LLC34,866$35K0.0%N/A0.751%
3/23/2023Prostatis Group LLC34,866$35K0.0%N/A0.751%
(Data available from 1/1/2016 forward)

RCD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RCD shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF. The most heavily invested institutionals were Harel Insurance Investments & Financial Services Ltd. ($272.06M), Richard Bernstein Advisors LLC ($114.26M), Phoenix Holdings Ltd. ($113.06M), Bank of America Corp DE ($27.12M), Raymond James Financial Services Advisors Inc. ($24.30M), HighTower Advisors LLC ($20.72M), and Envestnet Asset Management Inc. ($17.18M).Learn more on RCD's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock?

Of the 74 institutional investors that purchased Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Harel Insurance Investments & Financial Services Ltd. ($1.40M), Phoenix Holdings Ltd. ($959.80K), Richard Bernstein Advisors LLC ($881.95K), Migdal Insurance & Financial Holdings Ltd. ($611.75K), Walker Asset Management LLC ($497.63K), Raymond James Financial Services Advisors Inc. ($207.99K), and Envestnet Asset Management Inc. ($132.61K).

How much institutional buying is happening at Invesco S&P 500 Equal Weight Consumer Discretionary ETF?

Institutional investors have bought a total of 6,078,671 shares in the last 24 months. This purchase volume represents approximately $444.62M in transactions.

Which Invesco S&P 500 Equal Weight Consumer Discretionary ETF major shareholders have been selling company stock?

Of the 31 institutional investors that sold Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Migdal Insurance & Financial Holdings Ltd. ($1.08M), Raymond James & Associates ($36.89K), HighTower Advisors LLC ($24.69K), Quattro Financial Advisors LLC ($16.61K), Janney Montgomery Scott LLC ($14.68K), Level Four Advisory Services LLC ($9.92K), and Treynor Bancshares Inc. ($9.91K).

How much institutional selling is happening at Invesco S&P 500 Equal Weight Consumer Discretionary ETF?

Institutional investors have sold a total of 1,250,436 shares in the last 24 months. This volume of shares sold represents approximately $154.37M in transactions.


This page (NYSEARCA:RCD) was last updated on 5/9/2024 by MarketBeat.com Staff

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