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Invesco S&P 500 Equal Weight Technology ETF
RSPT

149 hedge funds and large institutions have $529M invested in Invesco S&P 500 Equal Weight Technology ETF in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 32

27% more funds holding

Funds holding: 117 → 149 (+32)

5% more capital invested

Capital invested by funds: $502M → $529M (+$26.9M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10.08% less ownership

Funds ownership: 355.48% → 345.4% (-10%)

Holders
149
Holders Change
+32
Holders Change %
+27.35%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
40
Increased
49
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.8M
2
Jane Street
Jane Street
New York
+$5.62M
3
Wells Fargo
Wells Fargo
California
+$5.43M
4
AG
Advisor Group
Arizona
+$4.28M
5
RJA
Raymond James & Associates
Florida
+$3.71M

Top Sellers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$42.9M
2
TCM
Tradewinds Capital Management
Washington
-$11.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.42M
4
CS
Credit Suisse
Switzerland
-$4.33M
5
Bank of America
Bank of America
North Carolina
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Condor Capital Management
New Jersey
$4.15M -$17.8K -1,250 -0.4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.03M -$205K -14,430 -5%
CCA
28
Clearwater Capital Advisors
Illinois
$3.77M +$457K +32,170 +14%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.56M +$695K +48,960 +24%
KFA
30
Kabarec Financial Advisors
Illinois
$3.37M +$3.35M +235,780 New
Citigroup
31
Citigroup
New York
$3.28M +$161K +11,350 +5%
FA
32
FDx Advisors
Illinois
$3.07M +$79.7K +5,610 +3%
HighTower Advisors
33
HighTower Advisors
Illinois
$3.01M -$5.4K -380 -0.2%
ACG
34
Allen Capital Group
Nebraska
$2.97M +$2.95M +207,570 New
UCFA
35
United Capital Financial Advisors
Texas
$2.91M +$1.71M +120,150 +144%
AA
36
Advisory Alpha
Michigan
$2.73M +$2.52M +177,380 New
FIM
37
Freedom Investment Management
Connecticut
$2.71M +$20.7K +1,460 +0.8%
HR
38
Howe & Rusling
New York
$2.4M -$77.4K -5,450 -3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.38M +$487K +34,300 +26%
HAM
40
Hillswick Asset Management
Connecticut
$2.31M – – –
ACM
41
AlphaStar Capital Management
North Carolina
$2.21M +$247K +17,380 +13%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.13M -$9.52K -670 -0.4%
BWFA
43
Baltimore-Washington Financial Advisors
Maryland
$2.1M +$186K +13,100 +10%
FF
44
Friedenthal Financial
New Jersey
$2.06M -$120K -8,470 -6%
CCM
45
Cribstone Capital Management
Maine
$2.02M -$23.4K -1,650 -1%
TRCT
46
Tower Research Capital (TRC)
New York
$1.92M +$1.9M +133,940 New
CA
47
Cetera Advisors
Colorado
$1.78M +$496K +34,920 +39%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.71M -$4.42M -311,340 -72%
Citadel Advisors
49
Citadel Advisors
Florida
$1.57M +$1.56M +109,610 New
AFG
50
Albion Financial Group
Utah
$1.57M -$102K -7,200 -6%
1
2
3 4 5

RSPT Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2017, worth a combined $529M — up 5.4% from $502M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RSPT positions and 8 closed out — a net gain of 32 holders — while 49 added to existing stakes and 32 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $10.8M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $42.9M.

  • 149 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2017, up from 117 in Q3 2017.
  • Funds reported $529M of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2017, up 5.4% quarter-over-quarter.
  • 40 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2017 and 8 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $10.8M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.