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Invesco S&P 500 Equal Weight Technology ETF

191 hedge funds and large institutions have $562M invested in Invesco S&P 500 Equal Weight Technology ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.28% more ownership

Funds ownership: 343%345.28% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 192191 (-1)

5% less capital invested

Capital invested by funds: $589M → $562M (-$26.7M)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

Holders
191
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
4.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
21
Increased
55
Reduced
69
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$90K -$389K -21,720 -81%
LFG
152
LifePlan Financial Group
Ohio
$88K
APSP
153
Asset Planning Services (Pennsylvania)
Pennsylvania
$75K -$24K -1,340 -24%
FA
154
Financial Advantage
Maryland
$75K +$76.2K +4,250 New
HNB
155
Huntington National Bank
Ohio
$62K
GRP
156
Global Retirement Partners
California
$59K +$9.5K +530 +19%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$55K +$19.4K +1,080 +54%
LWA
158
Lenox Wealth Advisors
New York
$54K
1IA
159
1834 Investment Advisors
Wisconsin
$53K
RFA
160
Reilly Financial Advisors
California
$49K
GWM
161
Geneos Wealth Management
Colorado
$46K
MAU
162
MRA Associates USA
Arizona
$35.8K +$35.9K +2,000 New
AIP
163
Ameritas Investment Partners
Nebraska
$35K
BBPWM
164
Blue Bell Private Wealth Management
Pennsylvania
$24K +$9.32K +520 +63%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$22K
SFS
166
Sowell Financial Services
Arkansas
$22K +$21.7K +1,210 New
HPC
167
HM Payson & Co
Maine
$20K
CTB
168
Country Trust Bank
Illinois
$19K
KPCM
169
Kings Point Capital Management
New York
$19K
FRA
170
Front Row Advisors
California
$16K
AF
171
Advisornet Financial
Minnesota
$14K -$39.5K -2,200 -74%
CFB
172
Cullen/Frost Bankers
Texas
$13K
POIA
173
Pin Oak Investment Advisors
Texas
$13K
FEM
174
Fulcrum Equity Management
Texas
$13K +$12.7K +710 New
OIA
175
Optimum Investment Advisors
Illinois
$11K

RSPT Hedge Fund Activity: Q3 2019 in Review

191 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2019, worth a combined $562M — down 4.5% from $589M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RSPT and 21 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 55 added.

The largest buyer was LVZ Inc, opening a new position worth an estimated $26.5M. The largest seller was JP Morgan Chase, cutting an estimated $79.8M.

  • 191 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2019, down from 192 in Q2 2019.
  • Funds reported $562M of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2019 and 22 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2019 was LVZ Inc, an estimated $26.5M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2019 was JP Morgan Chase, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2019.