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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
S
176
SignatureFD
Georgia
$3K
VFA
177
Valeo Financial Advisors
Indiana
$3K
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$1.04K +$22K +1,380 +2%
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$1K
BWL
180
Bogart Wealth LLC
Virginia
$1K +$1.27K +80 New
CIC
181
Carnegie Investment Counsel
Ohio
-$3.73M -265,000 Closed
KM
182
Kalos Management
Georgia
-$3.32M -188,920 Closed
WCM
183
Weatherstone Capital Management
Colorado
-$2.64M -156,790 Closed
DP
184
Denver PWM
Colorado
-$2.35M -147,010 Closed
RIA
185
Regal Investment Advisors
Michigan
-$905K -64,270 Closed
FI
186
FormulaFolio Investments
Michigan
-$930K -55,240 Closed
IA
187
IFP Advisors
Florida
-$624K -44,750 Closed
TSS
188
Two Sigma Securities
New York
-$452K -32,110 Closed
JFL
189
Jarislowsky, Fraser Ltd
Quebec, Canada
-$236K -16,760 Closed
ONST
190
Old North State Trust
North Carolina
-$99K -7,090 Closed
RWA
191
River Wealth Advisors
Pennsylvania
-$57K -4,060 Closed
AP
192
Advisors Preferred
Maryland
-$57K -4,030 Closed
BOPW
193
Brandywine Oak Private Wealth
Pennsylvania
-$42K -3,000 Closed
CFA
194
Carroll Financial Associates
North Carolina
-$18K -1,280 Closed
William Blair & Company
195
William Blair & Company
Illinois
-$4K -280 Closed
TFA
196
Transamerica Financial Advisors
Florida
-$1K -10 Closed
Fidelity Investments
197
Fidelity Investments
Massachusetts
+$159 +10 New
HGWM
198
Harvest Group Wealth Management
Massachusetts
+$319 +20 New

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.