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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
CAN
51
Cetera Advisor Networks
California
$2.32M -$139K -7,420 -6%
KM
52
Kalos Management
Georgia
$2.2M -$122K -6,510 -6%
CCT
53
Country Club Trust
Missouri
$2.17M -$61.2K -3,260 -3%
SFSG
54
Sound Financial Strategies Group
Mississippi
$2.14M +$2.03M +108,130 New
ACG
55
Allen Capital Group
Nebraska
$2.14M -$97.8K -5,210 -5%
BFO
56
Biltmore Family Office
North Carolina
$2.11M -$14.3K -760 -0.7%
FF
57
Friedenthal Financial
New Jersey
$2.04M -$226K -12,030 -10%
SRC
58
Sage Rhino Capital
California
$2M -$49K -2,610 -3%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$1.98M -$2.27M -120,710 -55%
ACP
60
Ashfield Capital Partners
California
$1.96M +$299K +15,930 +19%
SC
61
Scotia Capital
Ontario, Canada
$1.91M +$437K +23,270 +32%
AFG
62
Albion Financial Group
Utah
$1.9M -$45.6K -2,430 -2%
HFM
63
Hartford Financial Management
Connecticut
$1.88M -$8.07K -430 -0.5%
AI
64
Atria Investments
North Carolina
$1.79M +$211K +11,270 +14%
CAL
65
Capital Analysts LLC
Pennsylvania
$1.75M +$92.9K +4,950 +6%
OL
66
Optas LLC
Texas
$1.74M +$1.65M +87,850 New
NRS
67
Neville Rodie & Shaw
New York
$1.7M +$28.1K +1,500 +2%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$1.62M – – –
MML Investors Services
69
MML Investors Services
Massachusetts
$1.62M +$2.25K +120 +0.1%
FI
70
FormulaFolio Investments
Michigan
$1.62M +$74.7K +3,980 +5%
FANJ
71
Financial Architects (New Jersey)
New Jersey
$1.54M -$14.6K -780 -1%
VBFG
72
Vishria Bird Financial Group
Tennessee
$1.52M -$102K -5,460 -7%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.5M -$527K -28,060 -27%
ASN
74
Advisory Services Network
Georgia
$1.47M +$142K +7,590 +11%
Lido Advisors
75
Lido Advisors
California
$1.46M +$751 +40 +0.1%
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.