Statistik Asas
| Pemilik Institusi | 85 total, 85 long only, 0 short only, 0 long/short - change of -3.33% MRQ |
| Purata Peruntukan Portfolio | 0.1769 % - change of -16.72% MRQ |
| Saham Institusi (Panjang) | 2,424,838 (ex 13D/G) - change of -0.38MM shares -13.45% MRQ |
| Nilai Institusi (Panjang) | $ 90,468 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF (US:RSPD) telah 85 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 2,424,838 saham. Pemegang saham terbesar termasuk Harel Insurance Investments & Financial Services Ltd., Raymond James Financial Inc, Strategic Wealth Partners, Ltd., HighTower Advisors, LLC, Legend Financial Advisors, Inc., LPL Financial LLC, Royal Bank Of Canada, Wells Fargo & Company/mn, Park Avenue Securities Llc, and Bank Of America Corp /de/ .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF (ARCA:RSPD) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 58.92 / share. Previously, on September 9, 2024, the share price was 48.55 / share. This represents an increase of 21.36% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Scotia Capital Inc. | 51,552 | 21.36 | 2,743 | 29.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,487 | 0.06 | 345 | 6.50 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 645,873 | 27.31 | 34 | 36.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3,306 | 0.39 | 176 | 6.71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 134,724 | 4.73 | 7,169 | 1.01 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129,828 | -1.60 | 6,908 | 4.94 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10,000 | 532 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 123 | -12.14 | 7 | -14.29 | ||||
| 2025-08-14 | 13F | Comerica Bank | 891 | 0.00 | 47 | 6.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 109,305 | -12.50 | 5,816 | -6.69 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 22,137 | 2.55 | 1,178 | 9.29 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 100 | -3.85 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 826 | -50.89 | 44 | -48.19 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,772 | -24.62 | 839 | -19.64 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 109 | -33.13 | 6 | -37.50 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 12,533 | 667 | ||||||
| 2025-05-09 | 13F | Connable Office Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 37,914 | -23.41 | 2,017 | -18.34 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 26,306 | 2.66 | 1,400 | 9.47 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 166 | 0.61 | 9 | 0.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,350 | 0.00 | 67 | -6.94 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 31,476 | -10.86 | 1,675 | -4.94 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 245 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4,889 | -5.14 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 36,626 | -23.94 | 1,949 | -18.90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 231 | 0.00 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 31,698 | -0.25 | 1,687 | 6.37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,689 | -97.81 | 356 | -97.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 540 | 0.00 | 29 | 7.69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 90 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,900 | -65.35 | 101 | -63.00 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57,956 | 10.81 | 3,084 | 18.17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,733 | 358 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 96,472 | -17.77 | 5,133 | -12.32 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 28,049 | -13.26 | 1,531 | 0.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,006 | -93.16 | 320 | -92.72 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 32,451 | 7.80 | 1,727 | 14.91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 92 | 0.00 | 5 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 339 | -59.11 | 18 | -56.10 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 141 | 0.00 | 8 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 56,195 | -0.66 | 2,990 | 5.32 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,116 | -5.43 | 272 | 1.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,194 | -0.22 | 170 | 6.92 | ||||
| 2025-04-22 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 140 | 366.67 | 7 | 500.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,302 | -5.23 | 548 | 1.11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 100,667 | 346.95 | 5,357 | 376.60 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 128,526 | 0.38 | 6,839 | 7.03 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,350 | -62.35 | 338 | -59.93 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68,498 | 4 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 602 | 0.33 | 32 | 10.34 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 142,153 | 9.40 | 7,564 | 16.66 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 17 | 1 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,895 | 0.00 | 101 | 6.38 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 23,805 | 2.67 | 1,267 | 9.52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 271 | -0.37 | 14 | 7.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 40,514 | -1.27 | 2,156 | 5.28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,931 | 0.00 | 601 | 10.28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,674 | 0.07 | 142 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 507 | -14.93 | 27 | -10.34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,072 | -26.06 | 163 | -21.26 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 214 | 21,300.00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 52,165 | -0.05 | 2,776 | 6.57 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 24,048 | -1.29 | 1,280 | 5.27 | ||||
| 2025-04-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 8,446 | -19.91 | 459 | -70.60 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,922 | 209 | ||||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8,599 | -2.32 | 458 | 4.10 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 29,352 | -4.38 | 1,562 | 12.55 | ||||
| 2025-04-15 | 13F | Collier Financial | 2,737 | 0.00 | 137 | -6.85 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 23,715 | -1.25 | 1,262 | 5.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,915 | 40.82 | 155 | 50.98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,143 | 0.00 | 274 | 6.64 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 20,083 | -3.68 | 1,069 | 2.69 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 225 | 0.00 | 12 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 105 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 111 | 6 | ||||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 9,267 | -51.15 | 493 | -47.89 | ||||
| 2025-04-25 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 9,521 | -8.53 | 507 | -2.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4,356 | -7.14 | 232 | -1.28 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4,454 | -4.93 | 237 | 1.29 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 24,048 | 1,280 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 270 | 0.00 | 14 | 7.69 | ||||
| 2025-04-09 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,350 | 72 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 5,694 | -89.65 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,132 | -32.88 | 1,124 | -28.45 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | -42.86 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,602 | -74.41 | 298 | -72.74 |
