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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
LCM
126
Liberty Capital Management
Michigan
$208K +$195K +12,250 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$144K +$159 +10 +0.1%
APA
128
American Portfolios Advisors
New York
$142K +$133K +8,340 New
FHA
129
Flagship Harbor Advisors
Massachusetts
$116K -$4.94K -310 -4%
RCAG
130
Rehmann Capital Advisory Group
Michigan
$110K +$103K +6,470 New
PCA
131
Peddock Capital Advisors
Massachusetts
$107K
AC
132
Avestar Capital
New York
$98K -$52.4K -3,290 -36%
AWM
133
AllSquare Wealth Management
New York
$98K
APSP
134
Asset Planning Services (Pennsylvania)
Pennsylvania
$93K +$159 +10 +0.2%
LFG
135
LifePlan Financial Group
Ohio
$84K -$37.8K -2,370 -33%
BBNA
136
Bremer Bank National Association
Minnesota
$72K +$63.7K +4,000 New
WCM
137
WealthBridge Capital Management
Ohio
$64K -$3.98K -250 -6%
TWA
138
TCI Wealth Advisors
Arizona
$63K +$59.1K +3,710 New
1IA
139
1834 Investment Advisors
Wisconsin
$61K +$57.4K +3,600 New
NFG
140
Next Financial Group
Texas
$60K -$30.4K -1,910 -35%
NFH
141
NEXT Financial Holdings
Texas
$60K +$55.8K +3,500 New
LWA
142
Lenox Wealth Advisors
New York
$51K +$47.8K +3,000 New
GWM
143
Geneos Wealth Management
Colorado
$44K +$2.23K +140 +6%
GWS
144
Glassman Wealth Services
Virginia
$43K
BFEC
145
Benjamin F. Edwards & Company
Missouri
$38K -$17.5K -1,100 -33%
AF
146
Advisornet Financial
Minnesota
$38K -$12.4K -780 -26%
AIC
147
Ameritas Investment Company
Nebraska
$37K -$61.2K -3,840 -64%
CHP
148
Cable Hill Partners
Oregon
$34K -$29.5K -1,850 -48%
YWP
149
YorkBridge Wealth Partners
New York
$30K -$3.98K -250 -13%
AOWM
150
Alpha Omega Wealth Management
Virginia
$24K

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.