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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
FFWA
26
FRG Family Wealth Advisors
Washington
$8.68M -$574K -19,350 -6%
BAAM
27
Baker Avenue Asset Management
California
$8.26M +$2.93M +98,620 +53%
CI
28
Cavalier Investments
Georgia
$7.77M +$1.46M +49,320 +22%
KAS
29
Kestra Advisory Services
Texas
$7.67M +$16.6K +560 +0.2%
AI
30
Atria Investments
North Carolina
$7.5M +$83.4K +2,810 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$7.3M -$1.52M -51,220 -17%
CCM
32
Condor Capital Management
New Jersey
$7.23M +$2.38K +80 +0%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.93M +$270K +9,080 +4%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.75M +$59.1K +1,990 +0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.2M +$319K +10,760 +5%
DWM
36
Dakota Wealth Management
Florida
$6.08M +$217K +7,320 +4%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$6.06M +$222K +7,470 +4%
JPLA
38
Joseph P. Lucia & Associates
New York
$5.68M +$178K +6,010 +3%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$5.15M +$2.41M +81,160 +83%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$5.11M +$1.82M +61,370 +53%
MA
41
Mutual Advisors
Nebraska
$4.76M +$531K +17,900 +12%
SRC
42
Sage Rhino Capital
California
$4.75M -$233K -7,860 -5%
PAG
43
Private Advisor Group
New Jersey
$4.51M +$1.35M +45,430 +41%
FHC
44
First Heartland Consultants
Missouri
$4.47M +$4.61M +155,150 New
USCWA
45
U.S. Capital Wealth Advisors
Texas
$4.31M +$4.44M +149,460 New
OWA
46
Outlook Wealth Advisors
Texas
$4.29M -$107K -3,600 -2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.23M -$50.5K -1,700 -1%
PWA
48
Providence Wealth Advisors
Illinois
$4.12M -$47.2K -1,590 -1%
Stifel Financial
49
Stifel Financial
Missouri
$3.79M -$118K -3,970 -3%
SAM
50
Stringer Asset Management
Tennessee
$3.76M +$3.88M +130,570 New

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.