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Invesco S&P 500 Equal Weight Technology ETF

272 hedge funds and large institutions have $1.22B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

8.6% more ownership

Funds ownership: 442.09%450.69% (+8.6%)

6% more funds holding

Funds holding: 256272 (+16)

2% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$21M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
272
Holders Change
+16
Holders Change %
+6.25%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
80
Reduced
86
Closed
12
Calls
$290K
Puts
Net Calls
+$290K
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Covington Capital Management
California
$20K +$20.2K +680 New
HPC
252
HM Payson & Co
Maine
$17K
OIA
253
Optimum Investment Advisors
Illinois
$17K
LWA
254
Lowe Wealth Advisors
Maryland
$16K
AAP
255
Arax Advisory Partners
Colorado
$15K
TIM
256
Tortoise Investment Management
New York
$15K
MFT
257
Moisand Fitzgerald Tamayo
Florida
$14K
SMG
258
Spectrum Management Group
Indiana
$14K
William Blair & Company
259
William Blair & Company
Illinois
$14K
WCAMG
260
Woodard & Company Asset Management Group
North Carolina
$14K
NSIM
261
North Star Investment Management
Illinois
$10K +$10.4K +350 New
S
262
SignatureFD
Georgia
$9K -$297 -10 -3%
HR
263
Howe & Rusling
New York
$9K
HIIFS
264
Harel Insurance Investments & Financial Services
Israel
$9K +$8.91K +300 New
IFAM
265
Institutional & Family Asset Management
Colorado
$7K
PA
266
Parallel Advisors
California
$7K
SWM
267
Sugarloaf Wealth Management
Georgia
$7K
KFS
268
Kelly Financial Services
Massachusetts
$5.52K -$1.64M -55,280 -100%
FWM
269
Focused Wealth Management
New York
$4K
LF
270
Lee Financial
Texas
$4K
FFA
271
Founders Financial Alliance
North Carolina
$3K
MA
272
Montag & Associates
Georgia
$1K
NFG
273
Norris Financial Group
South Carolina
-$1.74M -60,070 Closed
HR
274
Hayden Royal
North Carolina
-$571K -19,700 Closed
JWCA
275
J.W. Cole Advisors
Florida
-$289K -9,980 Closed

RSPT Hedge Fund Activity: Q3 2021 in Review

272 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2021, worth a combined $1.22B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RSPT positions and 12 closed out — a net gain of 19 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.05M. The largest seller was JP Morgan Chase, cutting an estimated $5.93M.

  • 272 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2021, up from 256 in Q2 2021.
  • Funds reported $1.22B of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 31 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2021 and 12 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $9.05M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2021 was JP Morgan Chase, an estimated $5.93M sold.

Based on aggregated 13F filings for Q3 2021.