Invesco S&P 500 Equal Weight Technology ETF
RSPT
79 hedge funds and large institutions have $315M invested in Invesco S&P 500 Equal Weight Technology ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 16 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0% less capital invested
Capital invested by funds: $316M → $315M (-$895K)
5% less funds holding
Funds holding: 83 → 79 (-4)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
61.34% less ownership
Funds ownership: 402.55% → 341.21% (-61%)
Top Buyers
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.89M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.53M |
| 3 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
+$6.45M |
| 4 |
Morgan Stanley
New York
|
+$4.6M |
| 5 |
PTCG
Pring Turner Capital Group
Alamo,
California
|
+$3.62M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$16.5M |
| 2 |
Lazard Asset Management
New York
|
-$12.2M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$7.82M |
| 4 |
ST
Somerset Trust
Somerset,
Pennsylvania
|
-$4.41M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.74M |
RSPT Hedge Fund Activity: Q1 2015 in Review
79 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2015, worth a combined $315M — down 0.28% from $316M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of RSPT and 12 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 27 added.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $7.89M. The largest seller was Wells Fargo, cutting an estimated $16.5M.
- 79 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2015, down from 83 in Q4 2014.
- Funds reported $315M of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2015, down 0.28% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2015 and 16 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2015 was United Capital Financial Advisors, an estimated $7.89M added.
- The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2015 was Wells Fargo, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2015.