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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
BCM
276
Brookstone Capital Management
Illinois
$212K +$191K +6,501 New
BJL
277
Brighton Jones LLC
Washington
$208K +$187K +6,370 New
PWM
278
Purus Wealth Management
California
$206K +$186K +6,324 New
PCA
279
Peddock Capital Advisors
Massachusetts
$206K +$185K +6,300 New
MCM
280
Mainstay Capital Management
Michigan
$204K +$184K +6,250 New
Baird Financial Group
281
Baird Financial Group
Wisconsin
$202K +$182K +6,200 New
Two Sigma Advisers
282
Two Sigma Advisers
New York
$202K +$182K +6,200 New
VWM
283
Venturi Wealth Management
Texas
$189K -$6.58K -224 -4%
AWM
284
AllSquare Wealth Management
New York
$188K
PO
285
Private Ocean
California
$185K +$235 +8 +0.1%
MSG
286
Main Street Group
Virginia
$178K +$160K +5,453 New
Franklin Resources
287
Franklin Resources
California
$176K
GGI
288
Godsey & Gibb Inc
Virginia
$175K
AFG
289
Albion Financial Group
Utah
$167K
ACA
290
Aptus Capital Advisors
Alabama
$163K
WWMSC
291
Wagner Wealth Management (South Carolina)
South Carolina
$161K +$206 +7 +0.1%
EWP
292
Elevation Wealth Partners
California
$148K +$155K +5,270 New
BTI
293
Blue Trust Inc
Georgia
$137K +$137K +4,663 +2,320%
MCM
294
Manchester Capital Management
Vermont
$131K
GT
295
Glenmede Trust
Pennsylvania
$129K -$13.5K -460 -10%
S
296
SignatureFD
Georgia
$123K +$55.5K +1,890 +101%
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$108K +$6.61K +225 +7%
HIA
298
Harbor Investment Advisory
Maryland
$98.9K
HI
299
Harbour Investments
Wisconsin
$89.7K +$12K +407 +17%
TRCT
300
Tower Research Capital (TRC)
New York
$88.1K -$120K -4,089 -60%

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.