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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
AF
201
Advisornet Financial
Minnesota
$15K -$375 -20 -3%
POIA
202
Pin Oak Investment Advisors
Texas
$15K
CFB
203
Cullen/Frost Bankers
Texas
$14K
OIA
204
Optimum Investment Advisors
Illinois
$12K
LFA
205
Lighthouse Financial Advisors
Maryland
$12K +$11.6K +620 New
FGAM
206
Financial Gravity Asset Management
Texas
$11K -$1.98M -105,320 -99%
CAC
207
Certified Advisory Corp
Florida
$11K
LWA
208
Lowe Wealth Advisors
Maryland
$11K
MAM
209
Meeder Asset Management
Ohio
$10K
TIM
210
Tortoise Investment Management
New York
$10K
IF
211
Ironwood Financial
Arizona
$8K
LC
212
Lindbrook Capital
California
$8K
PA
213
Parallel Advisors
California
$5K
AWM
214
Atticus Wealth Management
Florida
$5K +$4.32K +230 New
SWM
215
Sugarloaf Wealth Management
Georgia
$5K +$4.69K +250 New
DTIM
216
Danda Trouve Investment Management
Kansas
$5K +$4.88K +260 New
VFA
217
Valeo Financial Advisors
Indiana
$4K
SIAS
218
Shine Investment Advisory Services
Colorado
$4K +$188 +10 +6%
KFS
219
Kelly Financial Services
Massachusetts
$3.71K
PCG
220
Private Capital Group
Connecticut
$3K -$2.63K -140 -44%
LF
221
Lee Financial
Texas
$3K
S
222
SignatureFD
Georgia
$3K
BWL
223
Bogart Wealth LLC
Virginia
$2K
TCM
224
Tradewinds Capital Management
Washington
$2K
FWP
225
FAS Wealth Partners
Kansas
$1K +$1.13K +60 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.