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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
KM
76
Kalos Management
Georgia
$565K +$545K +38,400 New
FNT
77
First National Trust
Pennsylvania
$545K +$19.7K +1,390 +4%
FSA
78
Financial Services Advisory
Maryland
$498K +$495K +34,850 New
VF
79
Virtu Financial
New York
$487K +$484K +34,060 New
OC
80
Oppenheimer & Co
New York
$473K +$21.3K +1,500 +5%
B
81
Brightworth
Georgia
$449K +$994 +70 +0.2%
ACP
82
Aviance Capital Partners
Florida
$435K +$432K +30,440 New
PAG
83
Private Advisor Group
New Jersey
$423K -$91K -6,410 -16%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$419K +$232K +16,350 +126%
KSA
85
Ken Stern & Associates
California
$415K +$86.9K +6,120 +27%
CTC
86
Chai Trust Company
Illinois
$398K +$395K +27,850 New
VFA
87
Voya Financial Advisors
Connecticut
$397K +$34.6K +2,440 +10%
FTUS
88
Flow Traders U.S.
New York
$389K +$386K +27,200 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$387K – – –
LCM
90
Liberty Capital Management
Michigan
$386K – – –
H
91
HoyleCohen
California
$376K +$373K +26,300 New
SPI
92
Santori & Peters Inc
Pennsylvania
$357K +$352K +24,790 New
FA
93
FMA Advisory
Pennsylvania
$342K +$340K +23,910 New
SWM
94
SeaCrest Wealth Management
New York
$341K +$338K +23,830 New
BCP
95
Blackhawk Capital Partners
Wisconsin
$339K +$337K +23,710 New
SA
96
Strategic Advisors
New York
$319K -$32.1K -2,260 -9%
LFA
97
Landmark Financial Advisors
Kentucky
$313K +$7.67K +540 +3%
TSS
98
Two Sigma Securities
New York
$292K +$290K +20,430 New
ACM
99
Alpha Capital Management
Texas
$289K +$70K +4,930 +32%
Creative Planning
100
Creative Planning
Kansas
$267K +$3.69K +260 +1%
2 3
4
5 6

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.