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Invesco S&P 500 Equal Weight Technology ETF

353 hedge funds and large institutions have $2.06B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $1.64B → $2.06B (+$418M)

13% more funds holding

Funds holding: 312353 (+41)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.26% less ownership

Funds ownership: 57.83%57.57% (-0.26%)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

Holders
353
Holders Change
+41
Holders Change %
+13.14%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
63
Increased
98
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$11M +$3.1M +105,650 +45%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.4M +$1.62M +55,150 +21%
Cerity Partners
28
Cerity Partners
New York
$10M -$700K -23,824 -7%
DWM
29
Destination Wealth Management
California
$9.74M -$420K -14,311 -5%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$8.99M +$374K +12,748 +5%
TB
31
Treynor Bancshares
Iowa
$8.45M +$508K +17,299 +7%
CWM
32
Chicago Wealth Management
Illinois
$8.4M +$21.9K +745 +0.3%
CCM
33
Condor Capital Management
New Jersey
$8.23M +$28.4K +967 +0.4%
DA
34
Detalus Advisors
Missouri
$8.03M +$2.7M +91,829 +60%
SAM
35
SignalPoint Asset Management
Missouri
$7.9M -$422K -14,372 -6%
FFWA
36
FRG Family Wealth Advisors
Washington
$7.62M
Stifel Financial
37
Stifel Financial
Missouri
$6.93M +$738K +25,118 +13%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$6.84M +$2.84M +96,662 +86%
WLPWM
39
Walled Lake Planning & Wealth Management
Illinois
$6.8M +$15.4K +524 +0.3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$6.57M +$338K +11,517 +6%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$6.54M +$5.89M +200,360 +5,009,000%
RIA
42
Regal Investment Advisors
Michigan
$6.53M +$12.3K +419 +0.2%
ICM
43
Islay Capital Management
Texas
$6.44M +$681K +23,200 +13%
JPLA
44
Joseph P. Lucia & Associates
New York
$6.17M -$96K -3,267 -2%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.66M -$148K -5,055 -3%
FTS
46
Fifth Third Securities
Ohio
$5.57M -$537K -18,297 -10%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$5.32M +$1.74M +59,299 +57%
HighTower Advisors
48
HighTower Advisors
Illinois
$5.02M +$71.8K +2,446 +2%
SRC
49
Sage Rhino Capital
California
$5.01M -$104K -3,557 -2%
Corient Private Wealth
50
Corient Private Wealth
Florida
$4.99M +$1.88M +63,959 +72%

RSPT Hedge Fund Activity: Q4 2023 in Review

353 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2023, worth a combined $2.06B — up 25% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RSPT positions and 19 closed out — a net gain of 44 holders — while 98 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $68.3M. The largest seller was Bank of America, cutting an estimated $23.9M.

  • 353 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2023, up from 312 in Q3 2023.
  • Funds reported $2.06B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 63 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2023 and 19 closed out, a net change of +44 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2023 was Morgan Stanley, an estimated $68.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2023 was Bank of America, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2023.