We are live on ! Find out more
RSPT icon

Invesco S&P 500 Equal Weight Technology ETF

192 hedge funds and large institutions have $589M invested in Invesco S&P 500 Equal Weight Technology ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

5% more funds holding

Funds holding: 182192 (+10)

5% more capital invested

Capital invested by funds: $560M → $589M (+$29.6M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

323.26% less ownership

Funds ownership: 666.26%343% (-323%)

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
33
Increased
63
Reduced
50
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$81.6M +$77.7M +4,481,920 +2,976%
Bank of America
2
Bank of America
North Carolina
$71.7M -$1.93M -111,570 -3%
UBS Group
3
UBS Group
Switzerland
$34.8M -$3.04M -175,550 -8%
RJA
4
Raymond James & Associates
Florida
$34M -$2.42M -139,830 -7%
Wells Fargo
5
Wells Fargo
California
$27.7M +$86.7K +5,000 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$21.2M -$7.19M -414,560 -26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.2M +$3.34M +192,410 +29%
PVH
8
Psagot Value Holdings
Israel
$14.5M -$27.6M -1,594,500 -66%
BFG
9
Bouchey Financial Group
New York
$14.5M +$486K +28,060 +4%
Ameriprise
10
Ameriprise
Minnesota
$11.1M +$37.6K +2,170 +0.3%
DWM
11
Destination Wealth Management
California
$10.5M -$637K -36,760 -6%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.39M -$822K -47,400 -8%
LPL Financial
13
LPL Financial
California
$9.01M -$1.91M -110,370 -18%
SAM
14
SignalPoint Asset Management
Missouri
$8.15M +$6.93K +400 +0.1%
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$7.61M -$60.8K -3,510 -0.8%
FFWA
16
FRG Family Wealth Advisors
Washington
$6.67M +$56.3K +3,250 +0.9%
VAS
17
Valicenti Advisory Services
New York
$6.45M +$1.05M +60,780 +20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.45M -$502K -28,930 -7%
SI
19
Stephens Inc
Arkansas
$6.26M +$399K +23,030 +7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.23M +$513K +29,610 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.99M +$316K +18,240 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.5M -$471K -27,160 -8%
CCA
23
Clearwater Capital Advisors
Illinois
$4.98M -$302K -17,430 -6%
Citigroup
24
Citigroup
New York
$4.97M +$166K +9,580 +4%
CCM
25
Condor Capital Management
New Jersey
$4.95M +$60.7K +3,500 +1%

RSPT Hedge Fund Activity: Q2 2019 in Review

192 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2019, worth a combined $589M — up 5.3% from $560M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSPT positions and 21 closed out — a net gain of 12 holders — while 63 added to existing stakes and 50 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.7M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $547M.

  • 192 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2019, up from 182 in Q1 2019.
  • Funds reported $589M of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 33 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2019 and 21 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $77.7M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2019.