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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
Cerity Partners
26
Cerity Partners
New York
$9.02M +$7.12M +260,210 +561%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.53M +$2.02M +73,970 +41%
SAM
28
SignalPoint Asset Management
Missouri
$7.5M -$314K -11,500 -4%
TB
29
Treynor Bancshares
Iowa
$7.4M +$2.98M +108,880 +76%
CCM
30
Condor Capital Management
New Jersey
$7.35M -$9.57K -350 -0.1%
DA
31
Detalus Advisors
Missouri
$7.05M +$499K +18,260 +8%
PAG
32
Private Advisor Group
New Jersey
$6.9M +$4.01M +146,530 +71%
FFWA
33
FRG Family Wealth Advisors
Washington
$6.87M -$190K -6,950 -3%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$6.71M +$446K +16,300 +8%
WLPWM
35
Walled Lake Planning & Wealth Management
Illinois
$6.07M +$21.6K +790 +0.4%
RIA
36
Regal Investment Advisors
Michigan
$5.87M -$10.7K -390 -0.2%
Truist Financial
37
Truist Financial
North Carolina
$5.82M +$1.2M +43,710 +28%
JPLA
38
Joseph P. Lucia & Associates
New York
$5.72M -$142K -5,190 -3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$5.69M +$744K +27,220 +16%
Stifel Financial
40
Stifel Financial
Missouri
$5.41M +$1.42M +51,970 +39%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.4M -$144K -5,250 -3%
FTS
42
Fifth Third Securities
Ohio
$5.34M +$577K +21,100 +13%
WP
43
WMS Partners
Maryland
$5.18M -$471K -17,230 -9%
ASN
44
Advisory Services Network
Georgia
$5.04M +$1.5M +54,760 +47%
Lido Advisors
45
Lido Advisors
California
$4.82M +$669K +24,470 +18%
SRC
46
Sage Rhino Capital
California
$4.74M -$194K -7,080 -4%
CI
47
Cavalier Investments
Georgia
$4.48M -$4.99M -182,410 -54%
FFN
48
Focus Financial Network
Minnesota
$4.46M +$46.8K +1,710 +1%
KAS
49
Kestra Advisory Services
Texas
$4.04M -$33.4K -1,220 -0.9%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.01M +$334K +12,230 +10%

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.