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Invesco S&P 500 Equal Weight Technology ETF

192 hedge funds and large institutions have $589M invested in Invesco S&P 500 Equal Weight Technology ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

5% more funds holding

Funds holding: 182192 (+10)

5% more capital invested

Capital invested by funds: $560M → $589M (+$29.6M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

323.26% less ownership

Funds ownership: 666.26%343% (-323%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
33
Increased
63
Reduced
50
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$9K
IF
177
Ironwood Financial
Arizona
$7K
BCI
178
Brinker Capital Investments
Pennsylvania
$6K -$913K -52,640 -99%
EWM
179
Executive Wealth Management
Michigan
$6K
GSWM
180
Golden State Wealth Management
California
$6K
LWANC
181
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$5.89K +340 New
PA
182
Parallel Advisors
California
$4K
VFA
183
Valeo Financial Advisors
Indiana
$4K
KFS
184
Kelly Financial Services
Massachusetts
$3.31K
LF
185
Lee Financial
Texas
$3K
SIAS
186
Shine Investment Advisory Services
Colorado
$3K
S
187
SignatureFD
Georgia
$3K
William Blair & Company
188
William Blair & Company
Illinois
$2K +$1.73K +100 New
BWL
189
Bogart Wealth LLC
Virginia
$1K
TFA
190
Transamerica Financial Advisors
Florida
$1K +$173 +10 New
BCMIO
191
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1.04K +60 New
GT
192
Glenmede Trust
Pennsylvania
$53 +$52K +3,000 New
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
-$23.7M -1,393,530 Closed
LI
194
LVZ Inc
Michigan
-$11M -647,590 Closed
BCM
195
Breiter Capital Management
Florida
-$777K -51,370 Closed
KWM
196
Kingsview Wealth Management
Oregon
-$655K -38,500 Closed
B
197
Brightworth
Georgia
-$648K -38,080 Closed
SWP
198
Stratos Wealth Partners
Ohio
-$533K -31,330 Closed
LCM
199
Liberty Capital Management
Michigan
-$208K -12,250 Closed
PCA
200
Peddock Capital Advisors
Massachusetts
-$107K -6,300 Closed

RSPT Hedge Fund Activity: Q2 2019 in Review

192 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2019, worth a combined $589M — up 5.3% from $560M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSPT positions and 21 closed out — a net gain of 12 holders — while 63 added to existing stakes and 50 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.7M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $547M.

  • 192 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2019, up from 182 in Q1 2019.
  • Funds reported $589M of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 33 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2019 and 21 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $77.7M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2019.