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Invesco S&P 500 Equal Weight Technology ETF

319 hedge funds and large institutions have $1.63B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

413.33% more ownership

Funds ownership: 412.23%825.57% (+413%)

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

58% more capital invested

Capital invested by funds: $1.03B → $1.63B (+$595M)

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

9% more funds holding

Funds holding: 294319 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
319
Holders Change
+25
Holders Change %
+8.5%
% of All Funds
5.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
51
Increased
97
Reduced
86
Closed
24
Calls
$294K
Puts
Net Calls
+$294K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
226
Venture Visionary Partners
Ohio
$228K +$212K +7,740 New
FPAS
227
Focus Partners Advisor Solutions
Missouri
$227K +$211K +7,710 New
IFG
228
Independent Financial Group
California
$226K +$273 +10 +0.1%
SSWM
229
Smith Salley Wealth Management
North Carolina
$225K
RWM
230
Ritholtz Wealth Management
New York
$222K
MFG
231
Merit Financial Group
Georgia
$221K +$206K +7,530 New
YDMI
232
Y.D. More Investments
Israel
$221K
JIP
233
Jaffetilchin Investment Partners
Florida
$220K +$205K +7,480 New
GIA
234
Gladstone Institutional Advisory
Florida
$219K +$204K +7,450 New
CWM
235
Congress Wealth Management
Massachusetts
$216K
HL
236
HeadInvest LLC
Maine
$213K +$1.81M +66,290 +860%
TPW
237
Tiller Private Wealth
Pennsylvania
$213K
UL
238
Unionview LLC
Washington
$211K +$196K +7,180 New
BCI
239
Brinker Capital Investments
Pennsylvania
$211K +$196K +7,180 New
OPS
240
Orion Portfolio Solutions
Nebraska
$211K +$196K +7,180 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$210K -$38.3K -1,400 -16%
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$208K -$47.9K -1,750 -20%
SMA
243
Seven Mile Advisory
New Jersey
$206K +$191K +7,000 New
V
244
Veritable
Delaware
$206K +$191K +7,000 New
CB
245
Commerce Bank
Missouri
$203K +$189K +6,900 New
Citigroup
246
Citigroup
New York
$194K +$48.9K +1,790 +37%
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$193K
TRCT
248
Tower Research Capital (TRC)
New York
$183K -$98.7K -3,610 -37%
KM
249
Kalos Management
Georgia
$167K +$273 +10 +0.2%
PO
250
Private Ocean
California
$166K +$154K +5,650 New

RSPT Hedge Fund Activity: Q2 2023 in Review

319 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2023, worth a combined $1.63B — up 58% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RSPT positions and 24 closed out — a net gain of 27 holders — while 97 added to existing stakes and 86 trimmed.

The largest buyer was Davis Investment Partners, adding an estimated $462M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $18.2M sold.

  • 319 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $1.63B of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2023, up 58% quarter-over-quarter.
  • 51 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2023 and 24 closed out, a net change of +27 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2023 was Davis Investment Partners, an estimated $462M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2023 was Arete Wealth Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.