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Invesco S&P 500 Equal Weight Technology ETF
RSPT

192 hedge funds and large institutions have $589M invested in Invesco S&P 500 Equal Weight Technology ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

5% more funds holding

Funds holding: 182 → 192 (+10)

5% more capital invested

Capital invested by funds: $560M → $589M (+$29.6M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

323.26% less ownership

Funds ownership: 666.26% → 343% (-323%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
33
Increased
63
Reduced
50
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$77.7M
2
IMC Chicago
IMC Chicago
Illinois
+$4.63M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.34M
4
WP
WealthSource Partners
California
+$2.82M
5
KM
Kalos Management
Georgia
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
JPLA
Joseph P. Lucia & Associates
New York
-$547M
2
PVH
Psagot Value Holdings
Israel
-$27.6M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$23.7M
4
LI
LVZ Inc
Michigan
-$11M
5
TCM
Tradewinds Capital Management
Washington
-$8.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
76
Lido Advisors
California
$1.17M +$100K +5,790 +10%
RWM
77
RBA Wealth Management
California
$1.05M -$113K -6,500 -10%
FI
78
FormulaFolio Investments
Michigan
$1.02M +$997K +57,530 New
AI
79
Atria Investments
North Carolina
$1.01M +$1.02M +58,660 New
VNA
80
Valley National Advisers
Pennsylvania
$963K – – –
MIG
81
McGuire Investment Group
Rhode Island
$935K – – –
Goldman Sachs
82
Goldman Sachs
New York
$923K – – –
MSS
83
Mitchell Sinkler & Starr
Pennsylvania
$891K +$8.67K +500 +1%
CFA
84
Cahill Financial Advisors
Minnesota
$855K +$520 +30 +0.1%
FWM
85
Focused Wealth Management
New York
$851K -$39.9K -2,300 -5%
LWAC
86
Laurel Wealth Advisors (California)
California
$844K +$97.6K +5,630 +13%
HB
87
Homrich & Berg
Georgia
$840K +$693 +40 +0.1%
CCMD
88
Cypress Capital Management (Delaware)
Delaware
$801K +$9.54K +550 +1%
PWA
89
Providence Wealth Advisors
Illinois
$765K +$390K +22,510 +113%
PFC
90
Phocas Financial Corp
California
$733K – – –
RJT
91
Raymond James Trust
Florida
$727K +$51.7K +2,980 +8%
OFG
92
Oxford Financial Group
Indiana
$713K +$138K +7,960 +25%
BPC
93
Banque Pictet & Cie
Switzerland
$710K – – –
OC
94
Oppenheimer & Co
New York
$629K +$139K +8,000 +29%
SIC
95
SFE Investment Counsel
California
$623K -$61.2K -3,530 -9%
FSA
96
Financial Sense Advisors
California
$621K +$50.8K +2,930 +9%
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$597K +$39.5K +2,280 +7%
RIA
98
Regal Investment Advisors
Michigan
$590K +$577K +33,280 New
HR
99
Hayden Royal
North Carolina
$586K – – –
Creative Planning
100
Creative Planning
Kansas
$576K +$15.4K +890 +3%
2 3
4
5 6

RSPT Hedge Fund Activity: Q2 2019 in Review

192 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2019, worth a combined $589M — up 5.3% from $560M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSPT positions and 21 closed out — a net gain of 12 holders — while 63 added to existing stakes and 50 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.7M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $547M.

  • 192 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2019, up from 182 in Q1 2019.
  • Funds reported $589M of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 33 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2019 and 21 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $77.7M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2019.