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Invesco S&P 500 Equal Weight Technology ETF

353 hedge funds and large institutions have $2.06B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $1.64B → $2.06B (+$418M)

13% more funds holding

Funds holding: 312353 (+41)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.26% less ownership

Funds ownership: 57.83%57.57% (-0.26%)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

Holders
353
Holders Change
+41
Holders Change %
+13.14%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
63
Increased
98
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
Collective Family Office
Pennsylvania
$326K
OC
227
Oakworth Capital
Alabama
$326K +$294K +10,000 New
CAI
228
Capital Advisors Inc
Oklahoma
$324K
CIAS
229
Capital Investment Advisory Services
North Carolina
$321K -$11.3K -386 -4%
Wolverine Trading
230
Wolverine Trading
Illinois
$313K +$282K +9,589 New
PSCM
231
Per Stirling Capital Management
Texas
$313K
FHC
232
First Heartland Consultants
Missouri
$312K -$5.79K -197 -2%
SPIA
233
Steward Partners Investment Advisory
New York
$312K -$2.94K -100 -1%
MAG
234
Mayfair Advisory Group
Alabama
$310K -$202K -6,873 -41%
CWM
235
Congress Wealth Management
Massachusetts
$305K +$274K +9,330 New
CHA
236
Carmichael Hill & Associates
Maryland
$302K -$3.61K -123 -1%
SCM
237
Sage Capital Management
New Jersey
$293K +$264K +8,978 New
WLG
238
Williamson Legacy Group
Indiana
$292K +$263K +8,957 New
CS
239
Crescent Sterling
Louisiana
$290K +$3.35K +114 +1%
OHIS
240
Oak Harvest Investment Services
Texas
$290K +$59 +2 +0%
OIA
241
OneDigital Investment Advisors
Kansas
$290K -$24.1K -820 -8%
APW
242
Aurora Private Wealth
New Jersey
$289K -$119K -4,041 -31%
MWA
243
Monograph Wealth Advisors
California
$289K
CCWM
244
Cassaday & Co Wealth Management
Virginia
$277K
GFP
245
Gryphon Financial Partners
Ohio
$269K
BOPW
246
Brandywine Oak Private Wealth
Pennsylvania
$268K +$10.3K +352 +4%
CA
247
Continuum Advisory
Idaho
$258K -$2.94K -100 -1%
WMA
248
Wealth Management Associates
New Jersey
$254K +$228K +7,775 New
EWA
249
Exencial Wealth Advisors
Oklahoma
$253K
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$253K +$228K +7,750 New

RSPT Hedge Fund Activity: Q4 2023 in Review

353 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2023, worth a combined $2.06B — up 25% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RSPT positions and 19 closed out — a net gain of 44 holders — while 98 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $68.3M. The largest seller was Bank of America, cutting an estimated $23.9M.

  • 353 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2023, up from 312 in Q3 2023.
  • Funds reported $2.06B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 63 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2023 and 19 closed out, a net change of +44 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2023 was Morgan Stanley, an estimated $68.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2023 was Bank of America, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2023.