We are live on ! Find out more
RSPT icon

Invesco S&P 500 Equal Weight Technology ETF

282 hedge funds and large institutions have $20B invested in Invesco S&P 500 Equal Weight Technology ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,058% more capital invested

Capital invested by funds: $635M → $20B (+$19.4B)

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

98.43% more ownership

Funds ownership: 353.37%451.8% (+98%)

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

8% more funds holding

Funds holding: 262282 (+20)

10% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 87

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
46
Increased
78
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
Cavalier Investments
Georgia
$7.66M -$406K -16,610 -5%
WP
27
WMS Partners
Maryland
$6.41M +$6.45M +263,740 New
SAM
28
SignalPoint Asset Management
Missouri
$6.36M +$186K +7,620 +3%
CCM
29
Condor Capital Management
New Jersey
$6.28M +$62.8K +2,570 +1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.21M +$60.4K +2,470 +1%
FFWA
31
FRG Family Wealth Advisors
Washington
$6.03M -$265K -10,850 -4%
TB
32
Treynor Bancshares
Iowa
$5.51M -$2.1M -85,840 -27%
WLPWM
33
Walled Lake Planning & Wealth Management
Illinois
$5.24M +$5.28M +215,830 New
JPLA
34
Joseph P. Lucia & Associates
New York
$4.89M -$180K -7,380 -4%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.82M -$76K -3,110 -2%
RIA
36
Regal Investment Advisors
Michigan
$4.73M +$260K +10,650 +6%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$4.32M -$309K -12,630 -7%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$4.3M -$489K -20,020 -10%
SRC
39
Sage Rhino Capital
California
$4.14M +$137K +5,600 +3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$4.08M -$1.01M -41,310 -20%
ICM
41
Islay Capital Management
Texas
$3.9M -$127K -5,210 -3%
KAS
42
Kestra Advisory Services
Texas
$3.62M -$126K -5,160 -3%
FFN
43
Focus Financial Network
Minnesota
$3.61M -$1.47K -60 -0%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.59M +$177K +7,230 +5%
AIM
45
Astor Investment Management
Illinois
$3.44M -$70.4K -2,880 -2%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.42M +$1.7M +69,430 +97%
LWM
47
Laidlaw Wealth Management
New York
$3.31M +$3.33M +136,030 New
USCWA
48
U.S. Capital Wealth Advisors
Texas
$3.12M -$125K -5,110 -4%
Stifel Financial
49
Stifel Financial
Missouri
$3.07M +$516K +21,120 +20%
NRS
50
Neville Rodie & Shaw
New York
$3.01M -$78.2K -3,200 -3%

RSPT Hedge Fund Activity: Q4 2022 in Review

282 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2022, worth a combined $20B — up 3,058% from $635M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RSPT positions and 19 closed out — a net gain of 27 holders — while 78 added to existing stakes and 87 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $53.1M. The largest seller was Bouchey Financial Group, cutting an estimated $8.55M.

  • 282 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2022, up from 262 in Q3 2022.
  • Funds reported $20B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2022, up 3,058% quarter-over-quarter.
  • 46 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2022 and 19 closed out, a net change of +27 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2022 was Arete Wealth Advisors, an estimated $53.1M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2022 was Bouchey Financial Group, an estimated $8.55M sold.

Based on aggregated 13F filings for Q4 2022.