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Invesco S&P 500 Equal Weight Technology ETF

182 hedge funds and large institutions have $560M invested in Invesco S&P 500 Equal Weight Technology ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 42 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

312.69% more ownership

Funds ownership: 353.57%666.26% (+313%)

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more capital invested

Capital invested by funds: $493M → $560M (+$66.5M)

12% more funds holding

Funds holding: 163182 (+19)

42% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 72

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.84M

Holders
182
Holders Change
+19
Holders Change %
+11.66%
% of All Funds
3.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
37
Increased
42
Reduced
72
Closed
16
Calls
Puts
$1.84M
Net Calls
-$1.84M
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSS
76
Mitchell Sinkler & Starr
Pennsylvania
$845K +$223K +14,000 +39%
CFA
77
Cahill Financial Advisors
Minnesota
$819K -$30.8K -1,930 -4%
HB
78
Homrich & Berg
Georgia
$805K +$956 +60 +0.1%
BCM
79
Breiter Capital Management
Florida
$777K +$818K +51,370 New
PFC
80
Phocas Financial Corp
California
$763K
CCMD
81
Cypress Capital Management (Delaware)
Delaware
$759K -$90K -5,650 -11%
LWAC
82
Laurel Wealth Advisors (California)
California
$714K +$3.82K +240 +0.6%
Jane Street
83
Jane Street
New York
$699K -$4.38M -275,060 -87%
CAL
84
Capital Analysts LLC
Pennsylvania
$695K +$516K +32,360 +379%
BPC
85
Banque Pictet & Cie
Switzerland
$680K -$159K -10,000 -20%
PAG
86
Private Advisor Group
New Jersey
$674K +$632K +39,640 New
SIC
87
SFE Investment Counsel
California
$657K -$400K -25,110 -39%
KWM
88
Kingsview Wealth Management
Oregon
$655K +$613K +38,500 New
B
89
Brightworth
Georgia
$648K +$607K +38,080 New
RJT
90
Raymond James Trust
Florida
$647K -$395K -24,770 -39%
LFA
91
Landmark Financial Advisors
Kentucky
$647K -$24.1K -1,510 -4%
FNT
92
First National Trust
Pennsylvania
$645K -$55.1K -3,460 -8%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$572K +$314K +19,730 New
OFG
94
Oxford Financial Group
Indiana
$549K +$124K +7,770 +32%
HR
95
Hayden Royal
North Carolina
$547K
FSA
96
Financial Sense Advisors
California
$546K -$84.1K -5,280 -14%
Creative Planning
97
Creative Planning
Kansas
$537K +$152K +9,540 +43%
MAFM
98
Mid Atlantic Financial Management
Pennsylvania
$534K +$143K +9,000 +40%
SWP
99
Stratos Wealth Partners
Ohio
$533K -$44.9K -2,820 -8%
AWM
100
Arbor Wealth Management
Florida
$529K +$495K +31,070 New

RSPT Hedge Fund Activity: Q1 2019 in Review

182 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2019, worth a combined $560M — up 13% from $493M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RSPT positions and 16 closed out — a net gain of 21 holders — while 42 added to existing stakes and 72 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $22.2M. The largest seller was JP Morgan Chase, cutting an estimated $44.6M.

  • 182 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2019, up from 163 in Q4 2018.
  • Funds reported $560M of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 37 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2019 and 16 closed out, a net change of +21 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2019 was Wilbanks Smith & Thomas Asset Management, an estimated $22.2M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2019 was JP Morgan Chase, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2019.