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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
Corient Private Wealth
51
Corient Private Wealth
Florida
$3.99M -$162K -5,920 -4%
CWM
52
Curi Wealth Management
North Carolina
$3.96M +$1.64M +60,070 +80%
MA
53
Mutual Advisors
Nebraska
$3.89M -$27.3K -1,000 -0.8%
YWM
54
Yoder Wealth Management
California
$3.68M -$276K -10,100 -7%
NRS
55
Neville Rodie & Shaw
New York
$3.59M
USCWA
56
U.S. Capital Wealth Advisors
Texas
$3.53M -$218K -7,990 -6%
LWM
57
Laidlaw Wealth Management
New York
$3.53M -$87.5K -3,200 -3%
Mariner
58
Mariner
Kansas
$3.37M -$14.8K -540 -0.5%
HighTower Advisors
59
HighTower Advisors
Illinois
$3.18M -$63.2K -2,310 -2%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$3.17M -$1.83M -67,050 -38%
ICM
61
Islay Capital Management
Texas
$3.1M +$2M +73,260 +227%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$2.96M +$780K +28,530 +39%
WAM
63
Walker Asset Management
Missouri
$2.86M -$199K -7,280 -7%
HFM
64
Hartford Financial Management
Connecticut
$2.84M +$55K +2,010 +2%
RFM
65
Royal Fund Management
Florida
$2.8M +$434K +15,880 +20%
FWA
66
FSC Wealth Advisors
New York
$2.8M +$2.6M +95,140 New
HCM
67
Hudson Capital Management
New Jersey
$2.75M +$2.55M +93,380 New
VIM
68
Vista Investment Management
Pennsylvania
$2.59M +$85.6K +3,130 +4%
CMS
69
Capital Market Strategies
Florida
$2.51M +$2.34M +85,490 New
SI
70
Stephens Inc
Arkansas
$2.46M +$126K +4,600 +6%
AI
71
Atria Investments
North Carolina
$2.37M -$206K -7,520 -9%
BFO
72
Biltmore Family Office
North Carolina
$2.34M -$14.5K -530 -0.7%
KCM
73
Kennicott Capital Management
California
$2.31M +$4.3M +157,340 +200%
EPWM
74
Essex Private Wealth Management
Massachusetts
$2.29M -$12.3K -450 -0.6%
ACG
75
Allen Capital Group
Nebraska
$2.27M -$3.28K -120 -0.2%

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.