We are live on ! Find out more
RSPT icon

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
NA
76
NewEdge Advisors
Louisiana
$2.67M -$453K -15,409 -16%
CAL
77
Capital Analysts LLC
Pennsylvania
$2.65M +$11.1K +379 +0.5%
TCA
78
Transcend Capital Advisors
New Jersey
$2.59M -$269K -9,157 -10%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$2.59M -$400K -13,608 -15%
BFO
80
Biltmore Family Office
North Carolina
$2.58M -$4.91K -167 -0.2%
MML Investors Services
81
MML Investors Services
Massachusetts
$2.56M +$630K +21,445 +38%
JE
82
JMAC Enterprises
Pennsylvania
$2.5M -$4.29K -146 -0.2%
ACG
83
Allen Capital Group
Nebraska
$2.48M -$22.9K -781 -1%
KCM
84
Kennicott Capital Management
California
$2.48M -$59 -2 -0%
Mariner
85
Mariner
Kansas
$2.47M +$66.9K +2,276 +3%
VAS
86
Valicenti Advisory Services
New York
$2.45M +$2.2M +75,064 New
YC
87
Yarbrough Capital
Tennessee
$2.42M
MCM
88
Monument Capital Management
Virginia
$2.38M +$25.2K +859 +1%
William Blair & Company
89
William Blair & Company
Illinois
$2.35M +$24.8K +845 +1%
FFN
90
Focus Financial Network
Minnesota
$2.35M -$2.47M -84,080 -54%
AA
91
Apriem Advisors
California
$2.34M +$59 +2 +0%
FGAM
92
Financial Gravity Asset Management
Texas
$2.33M +$12.6K +429 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
93
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.28M
MW
94
MBL Wealth
North Carolina
$2.26M +$2.04M +69,383 New
EPWM
95
Essex Private Wealth Management
Massachusetts
$2.26M -$68.1K -2,318 -3%
FIM
96
Freedom Investment Management
Connecticut
$2.24M -$253K -8,616 -11%
CA
97
Cetera Advisors
Colorado
$2.23M +$148K +5,027 +8%
LPT
98
Legacy Private Trust
Wisconsin
$2.2M -$485K -16,497 -20%
BCA
99
Bay Colony Advisors
Massachusetts
$2.17M +$238K +8,104 +14%
HWM
100
Horizon Wealth Management
Illinois
$2.16M -$61.7K -2,100 -3%

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.