We are live on ! Find out more
RSPT icon

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
ACP
101
Aviance Capital Partners
Florida
$511K
US Bancorp
102
US Bancorp
Minnesota
$480K -$48.9K -3,070 -10%
OC
103
Oppenheimer & Co
New York
$467K
SPIA
104
Steward Partners Investment Advisory
New York
$461K +$35.5K +2,230 +9%
NRS
105
Neville Rodie & Shaw
New York
$458K +$63.7K +4,000 +17%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$454K +$14.7K +920 +4%
SWM
107
SeaCrest Wealth Management
New York
$421K -$239K -14,990 -38%
H
108
HoyleCohen
California
$381K -$2.39K -150 -0.7%
FA
109
FMA Advisory
Pennsylvania
$376K +$319 +20 +0.1%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$374K +$350K +21,970 New
DADC
111
D.A. Davidson & Co
Montana
$364K -$74.9K -4,700 -18%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$354K -$8.13K -510 -2%
PWA
113
Providence Wealth Advisors
Illinois
$345K +$319K +20,000 New
SXL
114
Summit X LLC
Missouri
$342K +$307K +19,260 New
BPA
115
Beacon Pointe Advisors
California
$311K +$159 +10 +0.1%
DAS
116
Dynamic Advisor Solutions
Arizona
$308K -$9.56K -600 -3%
Deutsche Bank
117
Deutsche Bank
Germany
$284K
KA
118
Kovack Advisors
Florida
$261K +$15.9K +1,000 +7%
Northern Trust
119
Northern Trust
Illinois
$258K
MWM
120
Mission Wealth Management
California
$247K +$231K +14,500 New
BRWA
121
B. Riley Wealth Advisors
Florida
$245K
HWA
122
HHM Wealth Advisors
Tennessee
$239K -$27.9K -1,750 -11%
RFC
123
Regions Financial Corp
Alabama
$238K -$186K -11,700 -46%
EDRH
124
Edmond de Rothschild Holding
Switzerland
$227K +$213K +13,370 New
MA
125
Mutual Advisors
Nebraska
$213K +$199K +12,520 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.