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Invesco S&P 500 Equal Weight Technology ETF

312 hedge funds and large institutions have $1.64B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 101

1% more capital invested

Capital invested by funds: $1.63B → $1.64B (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

2% less funds holding

Funds holding: 319312 (-7)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

767.74% less ownership

Funds ownership: 825.57%57.83% (-768%)

Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.95%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
29
Increased
109
Reduced
101
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$8.11M +$1.74M +59,753 +26%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.42M +$216K +7,414 +3%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$7.4M +$7.67M +262,753 New
CWM
29
Chicago Wealth Management
Illinois
$7.23M +$7.5M +256,713 New
SAM
30
SignalPoint Asset Management
Missouri
$7.22M +$45.4K +1,555 +0.6%
CCM
31
Condor Capital Management
New Jersey
$7.07M +$33.3K +1,141 +0.5%
TB
32
Treynor Bancshares
Iowa
$6.8M -$290K -9,927 -4%
FFWA
33
FRG Family Wealth Advisors
Washington
$6.57M
PAG
34
Private Advisor Group
New Jersey
$6.54M -$3.51M -120,274 -34%
WLPWM
35
Walled Lake Planning & Wealth Management
Illinois
$5.85M +$42K +1,438 +0.7%
RIA
36
Regal Investment Advisors
Michigan
$5.62M -$1.23K -42 -0%
JPLA
37
Joseph P. Lucia & Associates
New York
$5.41M -$70.9K -2,429 -1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.34M -$116K -3,960 -2%
FTS
39
Fifth Third Securities
Ohio
$5.32M +$218K +7,472 +4%
Stifel Financial
40
Stifel Financial
Missouri
$5.27M +$93.9K +3,217 +2%
Lido Advisors
41
Lido Advisors
California
$5.17M +$578K +19,791 +12%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03M -$144K -4,939 -3%
Truist Financial
43
Truist Financial
North Carolina
$4.99M -$597K -20,431 -10%
ICM
44
Islay Capital Management
Texas
$4.9M +$2M +68,455 +65%
WP
45
WMS Partners
Maryland
$4.77M -$202K -6,915 -4%
Goldman Sachs
46
Goldman Sachs
New York
$4.54M -$12.3M -420,433 -72%
SRC
47
Sage Rhino Capital
California
$4.42M -$124K -4,249 -3%
FFN
48
Focus Financial Network
Minnesota
$4.39M +$131K +4,476 +3%
ASN
49
Advisory Services Network
Georgia
$4.37M -$466K -15,950 -9%
KAS
50
Kestra Advisory Services
Texas
$4.35M +$498K +17,052 +12%

RSPT Hedge Fund Activity: Q3 2023 in Review

312 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2023, worth a combined $1.64B — up 0.94% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RSPT and 29 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 109 added.

The largest buyer was Ameriprise, adding an estimated $45.6M. The largest seller was Davis Investment Partners, cutting an estimated $495M.

  • 312 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2023, down from 319 in Q2 2023.
  • Funds reported $1.64B of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2023, up 0.94% quarter-over-quarter.
  • 29 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2023 and 34 closed out, a net change of -5 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2023 was Ameriprise, an estimated $45.6M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2023 was Davis Investment Partners, an estimated $495M sold.

Based on aggregated 13F filings for Q3 2023.