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Invesco S&P 500 Equal Weight Technology ETF
RSPT

224 hedge funds and large institutions have $631M invested in Invesco S&P 500 Equal Weight Technology ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

17% more funds holding

Funds holding: 191 → 224 (+33)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

12% more capital invested

Capital invested by funds: $562M → $631M (+$68.8M)

1.55% more ownership

Funds ownership: 345.28% → 346.82% (+1.5%)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

Holders
224
Holders Change
+33
Holders Change %
+17.28%
% of All Funds
4.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
43
Increased
58
Reduced
74
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$18M
2
OIA
OneDigital Investment Advisors
Kansas
+$3.04M
3
RJA
Raymond James & Associates
Florida
+$3.01M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.68M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.65M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$14.1M
2
Goldman Sachs
Goldman Sachs
New York
-$7.18M
3
Jane Street
Jane Street
New York
-$5.95M
4
IMC Chicago
IMC Chicago
Illinois
-$4.04M
5
Wells Fargo
Wells Fargo
California
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.13M -$53.9K -2,870 -0.9%
UCFA
27
United Capital Financial Advisors
Texas
$5.87M +$121K +6,430 +2%
Citigroup
28
Citigroup
New York
$5.5M -$27.4K -1,460 -0.5%
CCM
29
Condor Capital Management
New Jersey
$5.34M -$110K -5,870 -2%
FFN
30
Focus Financial Network
Minnesota
$4.9M +$139K +7,420 +3%
BFA
31
Brendel Financial Advisors
New Hampshire
$4.41M -$360K -19,160 -8%
JP Morgan Chase
32
JP Morgan Chase
New York
$3.73M +$130K +6,920 +4%
CCM
33
Cribstone Capital Management
Maine
$3.69M -$56.3K -3,000 -2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$3.41M +$435K +23,180 +16%
JPLA
35
Joseph P. Lucia & Associates
New York
$3.32M -$109K -5,810 -3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.3M +$140K +7,450 +5%
Stifel Financial
37
Stifel Financial
Missouri
$3.27M +$375K +19,990 +14%
OIA
38
OneDigital Investment Advisors
Kansas
$3.21M +$3.04M +162,170 New
SBL
39
Sargent Bickham Lagudis
Colorado
$3.18M -$77.9K -4,150 -3%
ACM
40
AlphaStar Capital Management
North Carolina
$3.16M +$115K +6,130 +4%
VWA
41
Visionary Wealth Advisors
Illinois
$3.15M +$2.99M +159,200 New
JMPWA
42
JP Morgan Private Wealth Advisors
California
$2.95M +$76.4K +4,070 +3%
HR
43
Howe & Rusling
New York
$2.81M -$17.1K -910 -0.6%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$2.79M +$2.65M +141,450 New
CCA
45
Clearwater Capital Advisors
Illinois
$2.78M -$1.74M -92,480 -40%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.71M -$77.7K -4,140 -3%
MCM
47
Monument Capital Management
Virginia
$2.55M +$6.38K +340 +0.3%
AA
48
Advisory Alpha
Michigan
$2.55M +$278K +14,820 +13%
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$2.43M -$30K -1,600 -1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.39M -$216K -11,510 -9%
1
2
3 4 5

RSPT Hedge Fund Activity: Q4 2019 in Review

224 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2019, worth a combined $631M — up 12% from $562M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RSPT positions and 9 closed out — a net gain of 34 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Advisor Group, adding an estimated $18M. The largest seller was Psagot Value Holdings, cutting an estimated $14.1M.

  • 224 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2019, up from 191 in Q3 2019.
  • Funds reported $631M of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 43 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2019 and 9 closed out, a net change of +34 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2019 was Advisor Group, an estimated $18M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2019 was Psagot Value Holdings, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2019.