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Invesco S&P 500 Equal Weight Technology ETF
RSPT

226 hedge funds and large institutions have $681M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

52.63% more ownership

Funds ownership: 318.06% → 370.7% (+53%)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $530M → $681M (+$151M)

9% more funds holding

Funds holding: 208 → 226 (+18)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
226
Holders Change
+18
Holders Change %
+8.65%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
32
Increased
61
Reduced
67
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$43.3M
2
AIM
Astor Investment Management
Illinois
+$27.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
AWM
AE Wealth Management
Kansas
+$8.81M
5
SS
Simplicity Solutions
Minnesota
+$8.76M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.66M
2
RJA
Raymond James & Associates
Florida
-$8.81M
3
IMC Chicago
IMC Chicago
Illinois
-$8.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.64M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$5M +$54.5K +2,620 +1%
Citigroup
27
Citigroup
New York
$4.62M -$1M -48,240 -18%
AI
28
Atria Investments
North Carolina
$4.59M +$2.71M +130,230 +149%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.47M -$262K -12,610 -6%
MA
30
Mutual Advisors
Nebraska
$4.28M +$3.99M +191,760 +1,705%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$4.22M +$1.63M +78,480 +64%
JPLA
32
Joseph P. Lucia & Associates
New York
$4.01M -$44.1K -2,120 -1%
Citadel Advisors
33
Citadel Advisors
Florida
$3.99M +$2.74M +131,590 +227%
GM
34
GeoWealth Management
Illinois
$3.91M +$3.88M +186,270 New
SRC
35
Sage Rhino Capital
California
$3.65M +$43.5K +2,090 +1%
DWM
36
Dakota Wealth Management
Florida
$3.6M +$586K +28,160 +20%
ACM
37
AlphaStar Capital Management
North Carolina
$3.58M -$1.39M -66,650 -29%
EPWM
38
Essex Private Wealth Management
Massachusetts
$3.51M +$3.47M +166,810 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$3.24M +$91.6K +4,400 +3%
SBL
40
Sargent Bickham Lagudis
Colorado
$3.24M -$117K -5,630 -4%
VHAM
41
Van Hulzen Asset Management
California
$3.18M +$3.14M +150,810 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.13M -$120K -5,780 -4%
VWA
43
Visionary Wealth Advisors
Illinois
$3.1M +$2.5K +120 +0.1%
Stifel Financial
44
Stifel Financial
Missouri
$3.08M -$237K -11,410 -7%
SC
45
Scotia Capital
Ontario, Canada
$3M -$237K -11,400 -7%
CAL
46
Capital Analysts LLC
Pennsylvania
$3M +$74.9K +3,600 +3%
Truist Financial
47
Truist Financial
North Carolina
$2.91M +$2.52M +121,020 +713%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.73M +$99.7K +4,790 +4%
FEM
49
Fulcrum Equity Management
Texas
$2.63M +$2.6M +124,890 New
KAS
50
Kestra Advisory Services
Texas
$2.52M +$2.48M +119,100 New
1
2
3 4 5

RSPT Hedge Fund Activity: Q3 2020 in Review

226 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2020, worth a combined $681M — up 29% from $530M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RSPT positions and 12 closed out — a net gain of 20 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $43.3M. The largest seller was JP Morgan Chase, cutting an estimated $9.66M.

  • 226 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2020, up from 208 in Q2 2020.
  • Funds reported $681M of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2020, up 29% quarter-over-quarter.
  • 32 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2020 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2020 was Wells Fargo, an estimated $43.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2020 was JP Morgan Chase, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2020.