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Invesco S&P 500 Equal Weight Technology ETF
RSPT

54 hedge funds and large institutions have $273M invested in Invesco S&P 500 Equal Weight Technology ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

101% more capital invested

Capital invested by funds: $136M → $273M (+$137M)

78.91% more ownership

Funds ownership: 400.35% → 479.26% (+79%)

29% more funds holding

Funds holding: 42 → 54 (+12)

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
13
Increased
25
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$56.5M
2
PAG
Pinnacle Advisory Group
Maryland
+$28.9M
3
Lazard Asset Management
Lazard Asset Management
New York
+$11.8M
4
Bank of America
Bank of America
North Carolina
+$10.1M
5
Jane Street
Jane Street
New York
+$5.04M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$2.62M
2
AP
Advisors Preferred
Maryland
-$2M
3
CCT
Country Club Trust
Missouri
-$256K
4
DWM
Destination Wealth Management
California
-$209K
5
U
UBS
Switzerland
-$195K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Apriem Advisors
California
$8K – – –
TWA
52
TCI Wealth Advisors
Arizona
$5K – – –
TCM
53
Tradewinds Capital Management
Washington
$3K +$2.98K +380 New
WEC
54
Winslow Evans & Crocker
Massachusetts
$1.69K – – –
AP
55
Advisors Preferred
Maryland
– -$2M -259,230 Closed
1 2
3

RSPT Hedge Fund Activity: Q1 2014 in Review

54 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2014, worth a combined $273M — up 101% from $136M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPT positions and 1 closed out — a net gain of 12 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $56.5M. The largest seller was HighTower Advisors, cutting an estimated $2.62M.

  • 54 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2014, up from 42 in Q4 2013.
  • Funds reported $273M of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2014, up 101% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2014 and 1 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $56.5M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2014 was HighTower Advisors, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2014.