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Invesco S&P 500 Equal Weight Technology ETF
RSPT

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: 191 → 224 (+33)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+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
–

Top Buyers

1
AG
Advisor Group
Arizona
+$18M
2
OIA
OneDigital Investment Advisors
Kansas
+$3.04M
3
RJA
Raymond James & Associates
Florida
+$3.01M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.68M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.65M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$14.1M
2
Goldman Sachs
Goldman Sachs
New York
-$7.18M
3
Jane Street
Jane Street
New York
-$5.95M
4
IMC Chicago
IMC Chicago
Illinois
-$4.04M
5
Wells Fargo
Wells Fargo
California
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
176
Carmichael Hill & Associates
Maryland
$90K +$84.8K +4,520 New
FA
177
Financial Advantage
Maryland
$84K – – –
1IA
178
1834 Investment Advisors
Wisconsin
$67K +$8.63K +460 +16%
GRP
179
Global Retirement Partners
California
$65K +$188 +10 +0.3%
BFEC
180
Benjamin F. Edwards & Company
Missouri
$61K – – –
HIA
181
Harbor Investment Advisory
Maryland
$60K +$56.9K +3,030 New
LWM
182
Lionsbridge Wealth Management
Florida
$60K +$57K +3,040 New
GT
183
Glenmede Trust
Pennsylvania
$59K – – –
LWA
184
Lenox Wealth Advisors
New York
$59K – – –
RFA
185
Reilly Financial Advisors
California
$54K – – –
GWM
186
Geneos Wealth Management
Colorado
$52K – – –
TRCT
187
Tower Research Capital (TRC)
New York
$39K -$2.06M -110,000 -98%
AIP
188
Ameritas Investment Partners
Nebraska
$39K – – –
IFWM
189
Institute for Wealth Management
Colorado
$34K +$32.1K +1,710 New
TPWA
190
TRUE Private Wealth Advisors
Oregon
$29K +$27.4K +1,460 New
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
SFS
192
Sowell Financial Services
Arkansas
$25K +$563 +30 +2%
AF
193
Affiance Financial
Minnesota
$25K +$23.5K +1,250 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$24K – – –
CTB
195
Country Trust Bank
Illinois
$22K – – –
APWM
196
Atlas Private Wealth Management
New York
$20K +$18.6K +990 New
FRA
197
Front Row Advisors
California
$18K – – –
AWA
198
Arkadios Wealth Advisors
Georgia
$16.7K +$14.8K +790 New
CT
199
Caldwell Trust
Florida
$16.4K +$15.6K +830 New
HPC
200
HM Payson & Co
Maine
$16K -$5.07K -270 -25%
6 7
8
9 10

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.