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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
LFA
301
Legend Financial Advisors
Pennsylvania
$12.4K
WWM
302
Wolff Wiese Magana
California
$11.5K +$10.7K +390 New
NSIM
303
North Star Investment Management
Illinois
$10.3K
AWM
304
Abound Wealth Management
Tennessee
$10K +$9.3K +340 New
JWM
305
Janiczek Wealth Management
Colorado
$8.53K
PA
306
Parallel Advisors
California
$7.35K
AWM
307
Avior Wealth Management
Nebraska
$7.06K
NMG
308
New Millennium Group
Utah
$7.06K
IFAM
309
Institutional & Family Asset Management
Colorado
$6.47K +$4.38K +160 +267%
KFS
310
Kelly Financial Services
Massachusetts
$5.7K
WIM
311
Westside Investment Management
California
$5.29K
CIA
312
Cape Investment Advisory
Georgia
$5K
FWM
313
Focused Wealth Management
New York
$4.56K
LF
314
Lee Financial
Texas
$4.41K
CCP
315
Carmel Capital Partners
California
$4.12K
BTI
316
Blue Trust Inc
Georgia
$4K -$27.6K -1,010 -87%
FFA
317
Farther Finance Advisors
California
$3.23K -$11.8K -430 -80%
FFA
318
Founders Financial Alliance
North Carolina
$2.94K
WP
319
WealthShield Partners
North Carolina
$2.06K -$7.66K -280 -80%
HR
320
Howe & Rusling
New York
$1.76K +$1.64K +60 New
NFSG
321
Newbridge Financial Services Group
Florida
$1.18K
GWSA
322
Global Wealth Strategies & Associates
Colorado
$10
AWA
323
Arete Wealth Advisors
Illinois
-$18.2M -2,004,210 Closed
AWM
324
Activest Wealth Management
Florida
-$9.19M -337,710 Closed
SFG
325
Snider Financial Group
Washington
-$9.1M -329,860 Closed

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.