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Invesco S&P 500 Equal Weight Technology ETF
RSPT

149 hedge funds and large institutions have $529M invested in Invesco S&P 500 Equal Weight Technology ETF in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 32

27% more funds holding

Funds holding: 117 → 149 (+32)

5% more capital invested

Capital invested by funds: $502M → $529M (+$26.9M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10.08% less ownership

Funds ownership: 355.48% → 345.4% (-10%)

Holders
149
Holders Change
+32
Holders Change %
+27.35%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
40
Increased
49
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.8M
2
Jane Street
Jane Street
New York
+$5.62M
3
Wells Fargo
Wells Fargo
California
+$5.43M
4
AG
Advisor Group
Arizona
+$4.28M
5
RJA
Raymond James & Associates
Florida
+$3.71M

Top Sellers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$42.9M
2
TCM
Tradewinds Capital Management
Washington
-$11.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.42M
4
CS
Credit Suisse
Switzerland
-$4.33M
5
Bank of America
Bank of America
North Carolina
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
126
Portfolio Strategies
New York
$21K +$21.3K +1,500 New
OIA
127
OneDigital Investment Advisors
Kansas
$19K -$43.3K -3,050 -70%
SEI Investments
128
SEI Investments
Pennsylvania
$16K -$58.2K -4,100 -78%
PFA
129
Pathway Financial Advisors
Vermont
$16K +$16K +1,130 New
PA
130
Parallel Advisors
California
$15K +$142 +10 +1%
KPCM
131
Kings Point Capital Management
New York
$15K +$15.2K +1,070 New
KF
132
Krilogy Financial
Missouri
$13K – – –
FCMT
133
Founders Capital Management (Texas)
Texas
$13K +$852 +60 +7%
FRA
134
Front Row Advisors
California
$13K +$12.8K +900 New
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
CAC
136
Certified Advisory Corp
Florida
$12K +$12.1K +850 New
LWA
137
Lowe Wealth Advisors
Maryland
$10K +$10.4K +730 New
BFEC
138
Benjamin F. Edwards & Company
Missouri
$9K – – –
HMS
139
Hanseatic Management Services
New Mexico
$7K – – –
TIM
140
Tortoise Investment Management
New York
$7K – – –
IF
141
Ironwood Financial
Arizona
$6K – – –
SIAS
142
Shine Investment Advisory Services
Colorado
$3K – – –
VFA
143
Valeo Financial Advisors
Indiana
$3K – – –
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
WAS
145
WESPAC Advisors SoCal
California
$2K – – –
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
TFA
148
Transamerica Financial Advisors
Florida
$1K – – –
CS
149
Credit Suisse
Switzerland
– -$4.33M -320,630 Closed
FI
150
FormulaFolio Investments
Michigan
– -$373K -27,660 Closed
3 4 5
6
7

RSPT Hedge Fund Activity: Q4 2017 in Review

149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2017, worth a combined $529M — up 5.4% from $502M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RSPT positions and 8 closed out — a net gain of 32 holders — while 49 added to existing stakes and 32 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $10.8M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $42.9M.

  • 149 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2017, up from 117 in Q3 2017.
  • Funds reported $529M of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2017, up 5.4% quarter-over-quarter.
  • 40 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2017 and 8 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $10.8M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2017.