We are live on ! Find out more
RSPT icon

Invesco S&P 500 Equal Weight Technology ETF

154 hedge funds and large institutions have $528M invested in Invesco S&P 500 Equal Weight Technology ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 40 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

15% more funds holding

Funds holding: 134154 (+20)

2% more capital invested

Capital invested by funds: $516M → $528M (+$12.2M)

9.35% less ownership

Funds ownership: 317.53%308.18% (-9.3%)

15% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 47

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
154
Holders Change
+20
Holders Change %
+14.93%
% of All Funds
3.53%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
43
Increased
40
Reduced
47
Closed
22
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
$78.2M +$1.61M +102,410 +2%
PVH
2
Psagot Value Holdings
Israel
$52.5M -$7.18M -456,090 -12%
Morgan Stanley
3
Morgan Stanley
New York
$39.5M +$185K +11,770 +0.5%
Wells Fargo
4
Wells Fargo
California
$37.7M -$921K -58,540 -2%
RJA
5
Raymond James & Associates
Florida
$29.1M -$2.67M -169,920 -8%
UBS Group
6
UBS Group
Switzerland
$27.4M +$1.88M +119,620 +7%
GT
7
Glenmede Trust
Pennsylvania
$14.2M +$21.7M +1,378,500 +11,488%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.7M -$3.13M -199,040 -19%
BFG
9
Bouchey Financial Group
New York
$13.6M +$594K +37,730 +5%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$13M -$40.2M -2,557,070 -76%
Ameriprise
11
Ameriprise
Minnesota
$12.6M -$490K -31,110 -4%
LI
12
LVZ Inc
Michigan
$10.4M +$10.3M +656,910 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$10.2M +$5.03M +319,560 +98%
DWM
14
Destination Wealth Management
California
$10M -$895K -56,860 -8%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.92M +$58.4K +3,710 +0.6%
LPL Financial
16
LPL Financial
California
$8.97M +$1.19M +75,290 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.81M +$654K +41,540 +9%
SAM
18
SignalPoint Asset Management
Missouri
$7.35M -$412K -26,180 -5%
CCA
19
Clearwater Capital Advisors
Illinois
$5.44M +$430K +27,340 +9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.47M
SBL
21
Sargent Bickham Lagudis
Colorado
$4.46M -$852K -54,150 -16%
CCM
22
Condor Capital Management
New Jersey
$4.45M -$80.1K -5,090 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.38M +$14K +890 +0.3%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$4.32M +$4.29M +272,620 New
Citigroup
25
Citigroup
New York
$3.95M +$171K +10,860 +5%