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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
FGAM
76
Financial Gravity Asset Management
Texas
$2.32M +$2.37K +81 +3%
CAL
77
Capital Analysts LLC
Pennsylvania
$2.28M +$275K +9,429 +13%
EH
78
Equitable Holdings
New York
$2.24M +$1.85M +63,285 +389%
BFO
79
Biltmore Family Office
North Carolina
$2.23M -$5.84K -200 -0.3%
FIM
80
Freedom Investment Management
Connecticut
$2.17M +$2.25M +77,100 New
ACG
81
Allen Capital Group
Nebraska
$2.17M -$5.55K -190 -0.2%
JE
82
JMAC Enterprises
Pennsylvania
$2.16M +$43.7K +1,497 +2%
KCM
83
Kennicott Capital Management
California
$2.14M -$4.67M -160,106 -68%
YC
84
Yarbrough Capital
Tennessee
$2.09M
Mariner
85
Mariner
Kansas
$2.06M -$1.2M -41,141 -36%
MCM
86
Monument Capital Management
Virginia
$2.03M +$15.7K +536 +0.7%
EPWM
87
Essex Private Wealth Management
Massachusetts
$2.01M -$186K -6,354 -8%
AA
88
Apriem Advisors
California
$2.01M -$41K -1,403 -2%
William Blair & Company
89
William Blair & Company
Illinois
$2.01M +$12.2K +418 +0.6%
CA
90
Clearstead Advisors
Ohio
$1.98M +$1.11M +38,072 +118%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
91
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.97M
HWM
92
Horizon Wealth Management
Illinois
$1.92M +$106K +3,635 +6%
CA
93
Cetera Advisors
Colorado
$1.78M -$175K -6,008 -9%
VVP
94
Venture Visionary Partners
Ohio
$1.7M +$1.53M +52,511 +678%
VBFG
95
Vishria Bird Financial Group
Tennessee
$1.66M
BCA
96
Bay Colony Advisors
Massachusetts
$1.65M -$122K -4,179 -7%
MML Investors Services
97
MML Investors Services
Massachusetts
$1.6M -$2.32M -79,459 -58%
JWM
98
Jackson Wealth Management
Florida
$1.55M +$179K +6,145 +13%
DFA
99
DHJJ Financial Advisors
Illinois
$1.54M -$79K -2,704 -5%
TWM
100
Tradition Wealth Management
Minnesota
$1.53M +$6.34K +217 +0.4%

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.