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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
HFM
51
Hartford Financial Management
Connecticut
$1.49M – – –
BFO
52
Biltmore Family Office
North Carolina
$1.44M +$1.43M +100,750 New
JMPWA
53
JP Morgan Private Wealth Advisors
California
$1.38M +$112K +7,860 +9%
IA
54
IFP Advisors
Florida
$1.33M +$888K +62,500 +205%
PMG
55
ProVise Management Group
Florida
$1.23M -$79K -5,560 -6%
SIC
56
SFE Investment Counsel
California
$1.2M +$701K +49,370 +143%
CAN
57
Cetera Advisor Networks
California
$1.19M +$68.7K +4,840 +6%
FAAS
58
First Allied Advisory Services
California
$1.16M -$212K -14,910 -15%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$1.1M -$28.4K -2,000 -3%
Stifel Financial
60
Stifel Financial
Missouri
$1.06M +$124K +8,730 +13%
APA
61
American Portfolios Advisors
New York
$974K +$967K +68,120 New
WA
62
Waverly Advisors
Alabama
$927K – – –
ACP
63
Ashfield Capital Partners
California
$919K +$181K +12,760 +25%
BCI
64
Brinker Capital Investments
Pennsylvania
$836K -$62.6K -4,410 -7%
CCMD
65
Cypress Capital Management (Delaware)
Delaware
$810K – – –
CFA
66
Cahill Financial Advisors
Minnesota
$803K +$9.23K +650 +1%
SC
67
Scotia Capital
Ontario, Canada
$775K +$323K +22,750 +72%
VNA
68
Valley National Advisers
Pennsylvania
$684K – – –
HB
69
Homrich & Berg
Georgia
$684K +$38.2K +2,690 +6%
LFS
70
Legacy Financial Strategies
Kansas
$681K +$677K +47,670 New
W
71
WealthShield
North Carolina
$667K +$655K +46,100 New
WP
72
WealthShield Partners
North Carolina
$667K +$655K +46,100 New
AC
73
Avestar Capital
New York
$659K +$658K +46,360 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$643K -$48.7K -3,430 -7%
KWM
75
Kingsview Wealth Management
Oregon
$624K -$12.8K -900 -2%
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.