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Invesco S&P 500 Equal Weight Technology ETF
RSPT

226 hedge funds and large institutions have $681M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

52.63% more ownership

Funds ownership: 318.06% → 370.7% (+53%)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $530M → $681M (+$151M)

9% more funds holding

Funds holding: 208 → 226 (+18)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
226
Holders Change
+18
Holders Change %
+8.65%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
32
Increased
61
Reduced
67
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$43.3M
2
AIM
Astor Investment Management
Illinois
+$27.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
AWM
AE Wealth Management
Kansas
+$8.81M
5
SS
Simplicity Solutions
Minnesota
+$8.76M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.66M
2
RJA
Raymond James & Associates
Florida
-$8.81M
3
IMC Chicago
IMC Chicago
Illinois
-$8.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.64M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
76
Elevated Capital Advisors
Utah
$1.29M +$90.3K +4,340 +8%
APC
77
Aspire Private Capital
North Carolina
$1.29M +$1.27M +61,250 New
CCT
78
Country Club Trust
Missouri
$1.28M +$117K +5,600 +10%
PAG
79
Private Advisor Group
New Jersey
$1.27M +$208K +10,010 +20%
CCA
80
Clearwater Capital Advisors
Illinois
$1.26M -$76K -3,650 -6%
ASN
81
Advisory Services Network
Georgia
$1.23M -$268K -12,880 -18%
FANJ
82
Financial Architects (New Jersey)
New Jersey
$1.22M -$255K -12,230 -17%
SWM
83
SeaCrest Wealth Management
New York
$1.09M +$79.3K +3,810 +8%
VNA
84
Valley National Advisers
Pennsylvania
$1.08M – – –
MIG
85
McGuire Investment Group
Rhode Island
$1.08M – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$1.05M +$60.6K +2,910 +6%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.03M +$208 +10 +0%
MIM
88
Miller Investment Management
Pennsylvania
$1.01M – – –
ACM
89
Allred Capital Management
Texas
$988K +$976K +46,910 New
OIA
90
OneDigital Investment Advisors
Kansas
$979K -$1.52M -73,190 -61%
CFA
91
Cahill Financial Advisors
Minnesota
$937K – – –
CCMD
92
Cypress Capital Management (Delaware)
Delaware
$924K -$24.8K -1,190 -3%
AssetMark Inc
93
AssetMark Inc
California
$905K +$895K +42,980 New
LWAC
94
Laurel Wealth Advisors (California)
California
$891K +$25.2K +1,210 +3%
RJT
95
Raymond James Trust
Florida
$885K – – –
NC
96
NovaPoint Capital
Georgia
$881K -$96.2K -4,620 -10%
FTS
97
Fifth Third Securities
Ohio
$849K +$461K +22,150 +122%
OFG
98
Oxford Financial Group
Indiana
$847K – – –
DAS
99
Dynamic Advisor Solutions
Arizona
$747K +$49.1K +2,360 +7%
VIM
100
Vista Investment Management
Pennsylvania
$680K +$128K +6,140 +23%
2 3
4
5 6

RSPT Hedge Fund Activity: Q3 2020 in Review

226 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2020, worth a combined $681M — up 29% from $530M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RSPT positions and 12 closed out — a net gain of 20 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $43.3M. The largest seller was JP Morgan Chase, cutting an estimated $9.66M.

  • 226 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2020, up from 208 in Q2 2020.
  • Funds reported $681M of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2020, up 29% quarter-over-quarter.
  • 32 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2020 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2020 was Wells Fargo, an estimated $43.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2020 was JP Morgan Chase, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2020.