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Invesco S&P 500 Equal Weight Technology ETF
RSPT

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: 312 → 353 (+41)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$68.3M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$12.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.7M
4
UBS Group
UBS Group
Switzerland
+$8.58M
5
JP Morgan Chase
JP Morgan Chase
New York
+$7.73M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$23.9M
2
RBA
Richard Bernstein Advisors
New York
-$13.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$11.2M
4
PCH
PGIM Custom Harvest
New Jersey
-$4.55M
5
DIP
Davis Investment Partners
North Carolina
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
51
Cavalier Investments
Georgia
$4.98M – – –
KAS
52
Kestra Advisory Services
Texas
$4.95M -$88.4K -3,011 -2%
NRS
53
Neville Rodie & Shaw
New York
$4.88M +$817K +27,810 +23%
Truist Financial
54
Truist Financial
North Carolina
$4.87M -$824K -28,039 -16%
ASN
55
Advisory Services Network
Georgia
$4.76M -$283K -9,642 -6%
Lido Advisors
56
Lido Advisors
California
$4.69M -$1.18M -40,147 -22%
WP
57
WMS Partners
Maryland
$4.58M -$847K -28,824 -17%
SAF
58
Smith Anglin Financial
Texas
$4.45M +$4.01M +136,382 New
CWM
59
Curi Wealth Management
North Carolina
$4.25M +$305K +10,378 +9%
YWM
60
Yoder Wealth Management
California
$4.07M -$83.6K -2,847 -2%
LWM
61
Laidlaw Wealth Management
New York
$3.75M -$14K -475 -0.4%
AWS
62
Atria Wealth Solutions
New York
$3.62M +$3.25M +110,755 New
RFM
63
Royal Fund Management
Florida
$3.49M +$242K +8,237 +8%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$3.41M -$364K -12,381 -11%
PAS
65
Park Avenue Securities
New York
$3.33M +$281K +9,550 +10%
SI
66
Stephens Inc
Arkansas
$3.18M – – –
VVP
67
Venture Visionary Partners
Ohio
$3.17M +$1.09M +37,002 +61%
AI
68
Atria Investments
North Carolina
$3.16M +$39.7K +1,351 +1%
HFM
69
Hartford Financial Management
Connecticut
$3.15M – – –
HFF
70
Halter Ferguson Financial
Indiana
$3.15M +$2.84M +96,615 New
PAG
71
Private Advisory Group
Washington
$3.1M +$2.79M +94,997 New
WAM
72
Walker Asset Management
Missouri
$3.07M -$84.6K -2,880 -3%
RWA
73
Redhawk Wealth Advisors
Minnesota
$2.92M +$2.63M +89,538 New
VIM
74
Vista Investment Management
Pennsylvania
$2.89M -$23.9K -813 -0.9%
CMS
75
Capital Market Strategies
Florida
$2.8M +$34.9K +1,189 +1%
1 2
3
4 5

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.