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Invesco S&P 500 Equal Weight Technology ETF

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: 191224 (+33)

14% more funds holding in top 10

Funds holding in top 10: 78 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Apriem Advisors
California
$1.41M
ACA
77
Atlas Capital Advisors
Wyoming
$1.38M -$54.8K -2,920 -4%
MSS
78
Mitchell Sinkler & Starr
Pennsylvania
$1.24M +$441K +23,500 +60%
AFA
79
American Financial Advisors
Georgia
$1.2M -$159K -8,480 -11%
BPC
80
Banque Pictet & Cie
Switzerland
$1.19M
PWA
81
Providence Wealth Advisors
Illinois
$1.15M +$126K +6,740 +13%
RWM
82
RBA Wealth Management
California
$1.1M -$103K -5,480 -9%
Goldman Sachs
83
Goldman Sachs
New York
$1.09M -$7.18M -382,410 -87%
VNA
84
Valley National Advisers
Pennsylvania
$1.07M -$751 -40 -0.1%
MIG
85
McGuire Investment Group
Rhode Island
$1.03M -$15K -800 -2%
FHC
86
First Heartland Consultants
Missouri
$1.02M +$472K +25,160 +95%
CWA
87
Capital Wealth Alliance
Arizona
$1M +$949K +50,550 New
CFA
88
Cahill Financial Advisors
Minnesota
$935K +$751 +40 +0.1%
LWAC
89
Laurel Wealth Advisors (California)
California
$929K +$15.6K +830 +2%
PAG
90
Private Advisor Group
New Jersey
$912K -$393K -20,930 -31%
CCMD
91
Cypress Capital Management (Delaware)
Delaware
$891K -$2.81K -150 -0.3%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$845K -$350K -18,640 -30%
RJT
93
Raymond James Trust
Florida
$832K +$18.8K +1,000 +2%
CA
94
Cetera Advisors
Colorado
$823K +$14.1K +750 +2%
PFC
95
Phocas Financial Corp
California
$818K
GGI
96
GPM Growth Investors
Michigan
$799K +$757K +40,350 New
OFG
97
Oxford Financial Group
Indiana
$796K
HB
98
Homrich & Berg
Georgia
$767K -$152K -8,080 -17%
NC
99
NovaPoint Capital
Georgia
$760K +$720K +38,370 New
FA
100
Faithward Advisors
Pennsylvania
$736K +$188 +10 +0%

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.