RSPD Institutional Ownership
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
1W: -1.0%
1M: -7.0%
3M: -7.3%
YTD: -9.6%
1Y: -10.5%
3Y: +27.4%
5Y: +8.6%
$51.83
+0.02 (+0.04%)
Weekly Expected Move ±2.1%
$50
$51
$52
$53
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RSPD
99
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
166M
Total Invested
13
New Positions
26
Increased
38
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (108 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Harel Insurance Investments & Financia | 1,010,429 | 52M | +138,587 | +15.9% | 18Q | SEC ↗ |
| 2 | ALTFEST L J & CO INC | 257,074 | 13M | +139,862 | +119.3% | 2Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 155,251 | 8M | -1,726 | -1.1% | 7Q | SEC ↗ |
| 4 | MORGAN STANLEY | 146,373 | 8M | +2,716 | +1.9% | 33Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 123,970 | 6M | +12,820 | +11.5% | 33Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 109,450 | 6M | +65,644 | +149.9% | 15Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 106,385 | 6M | -14,996 | -12.4% | 22Q | SEC ↗ |
| 8 | LPL Financial LLC | 91,049 | 5M | +22,004 | +31.9% | 25Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 73,846 | 4M | +51,706 | +233.5% | 33Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 71,652 | 4M | +19,231 | +36.7% | 11Q | SEC ↗ |
| 11 | SCOTIA CAPITAL INC. | 55,709 | 3M | +2,377 | +4.5% | 13Q | SEC ↗ |
| 12 | LEUTHOLD GROUP, LLC | 53,392 | 3M | -2,756 | -4.9% | 6Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC | 53,049 | 3M | -193 | -0.4% | 7Q | SEC ↗ |
| 14 | PRECEDENT WEALTH PARTNERS, LLC | 44,502 | 2M | -108 | -0.2% | 3Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 41,575 | 2M | -2,395 | -5.4% | 15Q | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 40,443 | 2M | +16,204 | +66.9% | 3Q | SEC ↗ |
| 17 | Yoder Wealth Management, Inc. | 34,456 | 2M | +1,457 | +4.4% | 14Q | SEC ↗ |
| 18 | UBS Group AG | 33,590 | 2M | -444 | -1.3% | 33Q | SEC ↗ |
| 19 | VISTA INVESTMENT MANAGEMENT | 32,679 | 2M | +300 | +0.9% | 18Q | SEC ↗ |
| 20 | Carnegie Investment Counsel | 28,187 | 1M | -782 | -2.7% | 22Q | SEC ↗ |
| 21 | Friedenthal Financial | 28,111 | 1M | +1,380 | +5.2% | 27Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,144 | 1M | +11,504 | +73.6% | 3Q | SEC ↗ |
| 23 | Legacy Private Trust Co. | 26,883 | 1M | -4,621 | -14.7% | 12Q | SEC ↗ |
| 24 | Joseph P. Lucia & Associates, LLC | 23,199 | 1M | — | +0.0% | 30Q | SEC ↗ |
| 25 | Walker Asset Management, LLC | 22,875 | 1M | +1,033 | +4.7% | 18Q | SEC ↗ |
| 26 | Hills Bank & Trust Co | 22,623 | 1M | -12,869 | -36.3% | 3Q | SEC ↗ |
| 27 | PINNACLE ASSOCIATES LTD | 22,070 | 1M | — | +0.0% | 14Q | SEC ↗ |
| 28 | BNP PARIBAS FINANCIAL MARKETS | 20,000 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 17,980 | 932K | +12,977 | +259.4% | 2Q | SEC ↗ |
| 30 | Davis Investment Partners, LLC | 17,002 | 881K | — | +0.0% | 15Q | SEC ↗ |
| 31 | Lido Advisors, LLC | 13,572 | 703K | +2,565 | +23.3% | 24Q | SEC ↗ |
| 32 | PARK AVENUE SECURITIES LLC | 12,169 | 631K | -57,618 | -82.6% | 2Q | SEC ↗ |
| 33 | Sanctuary Advisors, LLC | 10,126 | 525K | -285 | -2.7% | 9Q | SEC ↗ |
| 34 | PGIM Custom Harvest LLC | 9,032 | 468K | — | +0.0% | 15Q | SEC ↗ |
| 35 | JANE STREET GROUP, LLC NEW | 6,727 | 349K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Tower Research Capital LLC (TRC) | 6,106 | 316K | -95 | -1.5% | 2Q | SEC ↗ |
| 37 | Strategic Wealth Partners, Ltd. | 5,362 | 278K | -2,896 | -35.1% | 5Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 5,297 | 275K | -9,950 | -65.3% | 14Q | SEC ↗ |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,252 | 272K | +5,219 | +15815.2% | 9Q | SEC ↗ |
| 40 | Range Advisory, LLC | 5,239 | 272K | +13 | +0.2% | 3Q | SEC ↗ |
| 41 | Corient Private Wealth LP | 5,145 | 267K | — | +0.0% | 15Q | SEC ↗ |
| 42 | AMERIPRISE FINANCIAL INC | 5,139 | 266K | +713 | +16.1% | 16Q | SEC ↗ |
| 43 | Empirical Asset Management, LLC | 4,858 | 252K | -258 | -5.0% | 10Q | SEC ↗ |
| 44 | GREAT VALLEY ADVISOR GROUP, INC. | 4,684 | 243K | -1,765 | -27.4% | 17Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 4,601 | 238K | -117 | -2.5% | 23Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC NEW | 4,601 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Waverly Advisors, LLC | 4,479 | 232K | -610 | -12.0% | 5Q | SEC ↗ |
| 48 | JAMES INVESTMENT RESEARCH, INC. | 4,454 | 231K | — | +0.0% | 13Q | SEC ↗ |
| 49 | Advisory Services Network, LLC | 4,173 | 216K | -5,787 | -58.1% | 33Q | SEC ↗ |
| 50 | ENVESTNET ASSET MANAGEMENT INC NEW | 4,125 | 214K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 6,727 | 349K |
| MML INVESTORS SERVICES, LLC | 4,601 | 238K |
| ENVESTNET ASSET MANAGEMENT INC | 4,125 | 214K |
| Ausdal Financial Partners, Inc. | 4,121 | 214K |
| Global Retirement Partners, LLC | 2,289 | 119K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,916 | 99K |
| Integrated Wealth Concepts LLC | 1,145 | 59K |
| Allspring Global Investments Holdin | 294 | 15K |
| LAZARD ASSET MANAGEMENT LLC | 256 | 13K |
| Oakmont Advisory Group, LLC | 103 | 5K |
| Copeland Capital Management, LLC | 63 | 3K |
| Aristotle Capital Management, LLC | 49 | 3K |
| Financial Gravity Companies, Inc. | 46 | 2K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Legend Financial Advisors, Inc. | 130,086 | 7M |
| United Asset Strategies, Inc. | 55,154 | 3M |
| Focus Partners Wealth | 37,925 | 2M |
| Baird Financial Group, Inc. | 17,572 | 911K |
| IMC-Chicago, LLC | 8,974 | 465K |
| Verity Asset Management, Inc. | 8,326 | 432K |
| Madison Park Capital Advisors, LLC | 6,376 | 330K |
| NewEdge Advisors, LLC | 5,934 | 308K |
| Blue Chip Partners, LLC | 5,170 | 268K |
| Independent Advisor Alliance | 4,998 | 259K |
| STIFEL FINANCIAL CORP | 4,519 | 234K |
| Cambridge Investment Research Advis | 4,355 | 226K |
| PRIVATE TRUST CO NA | 3,072 | 159K |
| Sound Income Strategies, LLC | 1,194 | 62K |
| TCTC Holdings, LLC | 231 | 12K |
| Hickory Point Bank & Trust | 181 | 9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALTFEST L J & CO INC | +139,862 | +119.3% | 257,074 |
| Harel Insurance Investments & Finan | +138,587 | +15.9% | 1,010,429 |
| GOLDMAN SACHS GROUP INC | +65,644 | +149.9% | 109,450 |
| ROYAL BANK OF CANADA | +51,706 | +233.5% | 73,846 |
| LPL Financial LLC | +22,004 | +31.9% | 91,049 |
| JPMORGAN CHASE & CO | +19,231 | +36.7% | 71,652 |
| TD Waterhouse Canada Inc. | +16,204 | +66.9% | 40,443 |
| CITADEL ADVISORS LLC | +12,977 | +259.4% | 17,980 |
| WELLS FARGO & COMPANY/MN | +12,820 | +11.5% | 123,970 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +11,504 | +73.6% | 27,144 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +5,219 | +15815.2% | 5,252 |
| MORGAN STANLEY | +2,716 | +1.9% | 146,373 |
| Lido Advisors, LLC | +2,565 | +23.3% | 13,572 |
| SCOTIA CAPITAL INC. | +2,377 | +4.5% | 55,709 |
| Yoder Wealth Management, Inc. | +1,457 | +4.4% | 34,456 |
| Friedenthal Financial | +1,380 | +5.2% | 28,111 |
| Walker Asset Management, LLC | +1,033 | +4.7% | 22,875 |
| JONES FINANCIAL COMPANIES LLLP | +953 | +31.7% | 3,964 |
| AMERIPRISE FINANCIAL INC | +713 | +16.1% | 5,139 |
| OSAIC HOLDINGS, INC. | +312 | +18.6% | 1,985 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PARK AVENUE SECURITIES LLC | -57,618 | -82.6% | 12,169 |
| HighTower Advisors, LLC | -14,996 | -12.4% | 106,385 |
| Hills Bank & Trust Co | -12,869 | -36.3% | 22,623 |
| Private Advisor Group, LLC | -9,950 | -65.3% | 5,297 |
| CX Institutional | -7,768 | -86.0% | 1,264 |
| Advisory Services Network, LLC | -5,787 | -58.1% | 4,173 |
| Legacy Private Trust Co. | -4,621 | -14.7% | 26,883 |
| Strategic Wealth Partners, Ltd. | -2,896 | -35.1% | 5,362 |
| LEUTHOLD GROUP, LLC | -2,756 | -4.9% | 53,392 |
| BANK OF AMERICA CORP /DE | -2,395 | -5.4% | 41,575 |
| GREAT VALLEY ADVISOR GROUP, INC. | -1,765 | -27.4% | 4,684 |
| RAYMOND JAMES FINANCIAL INC | -1,726 | -1.1% | 155,251 |
| Carnegie Investment Counsel | -782 | -2.7% | 28,187 |
| Waverly Advisors, LLC | -610 | -12.0% | 4,479 |
| UBS Group AG | -444 | -1.3% | 33,590 |
| CoreCap Advisors, LLC | -319 | -9.5% | 3,025 |
| Winthrop Capital Management, LLC | -295 | -9.0% | 2,969 |
| Sanctuary Advisors, LLC | -285 | -2.7% | 10,126 |
| Empirical Asset Management, LLC | -258 | -5.0% | 4,858 |
| Farther Finance Advisors, LLC | -193 | -0.4% | 53,049 |