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Invesco S&P 500 Equal Weight Technology ETF

83 hedge funds and large institutions have $202M invested in Invesco S&P 500 Equal Weight Technology ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 8683 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

45% less capital invested

Capital invested by funds: $368M → $202M (-$167M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

71% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 42

91.97% less ownership

Funds ownership: 397.12%305.15% (-92%)

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
7
Increased
12
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$37.9M -$3M -344,890 -8%
PVH
2
Psagot Value Holdings
Israel
$36.9M -$45.6K -5,240 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M -$2.59M -297,600 -18%
DWM
4
Destination Wealth Management
California
$11.3M
Wells Fargo
5
Wells Fargo
California
$9.54M -$1.41M -161,920 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9M +$586K +67,310 +8%
UBS Group
7
UBS Group
Switzerland
$6.73M -$2.3M -264,210 -27%
LPL Financial
8
LPL Financial
California
$6.19M -$1.5M -172,100 -20%
Ameriprise
9
Ameriprise
Minnesota
$5.58M +$4.73M +543,300 +1,043%
RJA
10
Raymond James & Associates
Florida
$4.91M -$1.64M -188,940 -27%
APTFM
11
AGUR Provident & Training Funds Management
Israel
$4.49M +$4.16M +478,500 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.3M +$430K +49,370 +12%
SBL
13
Sargent Bickham Lagudis
Colorado
$4.08M +$3.78M +434,960 New
IAA
14
Ironsides Asset Advisors
North Carolina
$4.02M +$143K +16,440 +4%
Goldman Sachs
15
Goldman Sachs
New York
$3.41M -$95.8K -11,010 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.64M +$14.8K +1,700 +0.6%
CCT
17
Country Club Trust
Missouri
$2.55M -$19.1K -2,200 -0.8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.49M -$3.37M -387,170 -59%
CCM
19
Condor Capital Management
New Jersey
$2.34M -$19.6K -2,250 -0.9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.15M -$21.2M -2,432,540 -91%
HR
21
Howe & Rusling
New York
$1.94M -$5.83K -670 -0.3%
Stifel Financial
22
Stifel Financial
Missouri
$1.8M +$6K +690 +0.4%
HAM
23
Hillswick Asset Management
Connecticut
$1.57M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.52M +$87 +10 +0%
Citadel Advisors
25
Citadel Advisors
Florida
$1.47M -$13.3M -1,530,320 -91%

RSPT Hedge Fund Activity: Q1 2016 in Review

83 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2016, worth a combined $202M — down 45% from $368M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RSPT and 7 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 12 added.

The largest buyer was Ameriprise, adding an estimated $4.73M. The largest seller was Jane Street, cutting an estimated $47.8M.

  • 83 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2016, down from 86 in Q4 2015.
  • Funds reported $202M of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2016, down 45% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2016 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2016 was Ameriprise, an estimated $4.73M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2016 was Jane Street, an estimated $47.8M sold.

Based on aggregated 13F filings for Q1 2016.