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Invesco S&P 500 Equal Weight Technology ETF
RSPT

208 hedge funds and large institutions have $530M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $448M → $530M (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1% less funds holding

Funds holding: 210 → 208 (-2)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

305.37% less ownership

Funds ownership: 623.44% → 318.06% (-305%)

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
20
Increased
51
Reduced
77
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$14.4M
2
BFG
Bouchey Financial Group
New York
+$5.01M
3
BAAM
Baker Avenue Asset Management
California
+$3.58M
4
Morgan Stanley
Morgan Stanley
New York
+$2.94M
5
IMC Chicago
IMC Chicago
Illinois
+$2.63M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$482M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.57M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.8M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$5.08M
5
UCFA
United Capital Financial Advisors
Texas
-$4.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
226
BerganKDV Wealth Management
Minnesota
– -$41K -2,550 Closed
NFG
227
Next Financial Group
Texas
– -$29K -1,820 Closed
DTIM
228
Danda Trouve Investment Management
Kansas
– -$4K -260 Closed
AWM
229
Atticus Wealth Management
Florida
– -$2K -110 Closed
TCM
230
Tradewinds Capital Management
Washington
– -$2K -110 Closed
FGAM
231
Financial Gravity Asset Management
Texas
– -$1 -60 Closed
6 7 8 9
10

RSPT Hedge Fund Activity: Q2 2020 in Review

208 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2020, worth a combined $530M — up 18% from $448M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RSPT and 20 opened new positions — a net loss of 2 holders — while 77 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $14.4M. The largest seller was Osaic Holdings, cutting an estimated $482M.

  • 208 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2020, down from 210 in Q1 2020.
  • Funds reported $530M of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2020 and 22 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $14.4M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2020 was Osaic Holdings, an estimated $482M sold.

Based on aggregated 13F filings for Q2 2020.