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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
OC
101
Oppenheimer & Co
New York
$733K +$114K +6,090 +20%
FWM
102
Focused Wealth Management
New York
$731K -$139K -7,420 -17%
UWM
103
USAdvisors Wealth Management
Minnesota
$717K -$54.4K -2,900 -7%
FSA
104
Financial Sense Advisors
California
$711K +$15.6K +830 +2%
HR
105
Hayden Royal
North Carolina
$663K -$9.38K -500 -2%
SWM
106
SeaCrest Wealth Management
New York
$640K +$51.4K +2,740 +9%
PVH
107
Psagot Value Holdings
Israel
$607K -$14.1M -753,210 -96%
Creative Planning
108
Creative Planning
Kansas
$603K -$8.07K -430 -1%
MAFM
109
Mid Atlantic Financial Management
Pennsylvania
$603K +$10.7K +570 +2%
AWA
110
Acorn Wealth Advisors
Michigan
$597K +$15.6K +830 +3%
SIC
111
SFE Investment Counsel
California
$595K -$10.3K -550 -2%
FTS
112
Fifth Third Securities
Ohio
$581K -$31K -1,650 -5%
OQC
113
Optimum Quantvest Corp
Connecticut
$576K -$2.42M -129,050 -82%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$572K
DAS
115
Dynamic Advisor Solutions
Arizona
$548K +$5.82K +310 +1%
FNT
116
First National Trust
Pennsylvania
$543K
ECML
117
Eagle Capital Management (Louisiana)
Louisiana
$530K -$13.3K -710 -3%
ACP
118
Aviance Capital Partners
Florida
$524K
APW
119
Aurora Private Wealth
New Jersey
$509K +$482K +25,680 New
AWM
120
Arbor Wealth Management
Florida
$489K -$67.7K -3,610 -13%
PSF
121
Pacific Sun Financial
California
$477K
CS
122
Capital Square
Tennessee
$450K +$427K +22,760 New
IA
123
IFP Advisors
Florida
$432K -$168K -8,940 -29%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$429K
PG
125
Prostatis Group
Maryland
$424K +$402K +21,430 New

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.