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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
H
126
HoyleCohen
California
$418K
FA
127
FMA Advisory
Pennsylvania
$403K -$1.69K -90 -0.4%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$396K
US Bancorp
129
US Bancorp
Minnesota
$384K -$5.63K -300 -2%
DADC
130
D.A. Davidson & Co
Montana
$383K -$74.7K -3,980 -17%
CWS
131
Cypress Wealth Services
California
$380K -$722K -38,490 -67%
SXL
132
Summit X LLC
Missouri
$379K -$1.69K -90 -0.5%
Renaissance Technologies
133
Renaissance Technologies
New York
$376K -$113K -6,000 -24%
AFM
134
Abbot Financial Management
Massachusetts
$371K +$6.75K +360 +2%
CAN
135
Claraphi Advisory Network
United States
$354K +$125K +6,670 +59%
LFA
136
Landmark Financial Advisors
Kentucky
$347K -$33.6K -1,790 -10%
Deutsche Bank
137
Deutsche Bank
Germany
$331K
KA
138
Kovack Advisors
Florida
$328K -$6.38K -340 -2%
BPA
139
Beacon Pointe Advisors
California
$322K -$39.2K -2,090 -11%
IWM
140
IHT Wealth Management
Illinois
$314K +$37.9K +2,020 +15%
SWP
141
Summit Wealth Partners
Florida
$304K +$288K +15,370 New
TI
142
tru Independence
Oregon
$290K +$341K +18,150 New
SIA
143
Soltis Investment Advisors
Utah
$289K +$274K +14,600 New
MWM
144
Mission Wealth Management
California
$287K
HWA
145
HHM Wealth Advisors
Tennessee
$279K
RFC
146
Regions Financial Corp
Alabama
$277K
BRWA
147
B. Riley Wealth Advisors
Florida
$275K -$2.44K -130 -0.9%
EDRH
148
Edmond de Rothschild Holding
Switzerland
$265K
Northern Trust
149
Northern Trust
Illinois
$264K -$24.8K -1,320 -9%
HL
150
HeadInvest LLC
Maine
$252K +$239K +12,730 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.