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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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$252K +$13.5K +460 +6%
RWM
252
Ritholtz Wealth Management
New York
$246K
YDMI
253
Y.D. More Investments
Israel
$245K
AIA
254
Arbor Investment Advisors
North Carolina
$244K +$3.64K +124 +2%
MA
255
MONECO Advisors
Connecticut
$244K -$8.81K -300 -4%
NAM
256
NorthCrest Asset Manangement
Minnesota
$243K +$219K +7,451 New
TPW
257
Tiller Private Wealth
Pennsylvania
$237K
CC
258
Callan Capital
California
$236K
UL
259
Unionview LLC
Washington
$235K +$294 +10 +0.1%
LWANC
260
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K +$2.94K +100 +1%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$230K +$14.7K +500 +8%
FFA
262
First Foundation Advisors
California
$229K +$206K +7,020 New
SMA
263
Seven Mile Advisory
New Jersey
$228K +$206K +7,000 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$228K -$6.73K -229 -3%
CB
265
Commerce Bank
Missouri
$225K +$203K +6,900 New
EWM
266
Empirical Wealth Management
Washington
$225K -$17.9K -610 -8%
HL
267
HeadInvest LLC
Maine
$225K -$14.8K -505 -7%
SSWM
268
Smith Salley Wealth Management
North Carolina
$225K
MOS
269
MGO One Seven
Ohio
$224K +$202K +6,875 New
LSAG
270
Lake Street Advisors Group
New Hampshire
$223K +$201K +6,830 New
BCI
271
Brinker Capital Investments
Pennsylvania
$222K -$5.79K -197 -3%
OPS
272
Orion Portfolio Solutions
Nebraska
$222K -$5.79K -197 -3%
SIMG
273
Sonora Investment Management Group
Arizona
$219K +$197K +6,710 New
TSWM
274
Triangle Securities Wealth Management
North Carolina
$218K +$196K +6,680 New
Brown Advisory
275
Brown Advisory
Maryland
$214K +$192K +6,550 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.