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Invesco S&P 500 Equal Weight Technology ETF

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: 57 (+2)

29% more capital invested

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

9% more funds holding

Funds holding: 208226 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HB
101
Homrich & Berg
Georgia
$670K -$81.4K -3,910 -11%
KM
102
Kalos Management
Georgia
$669K -$25.6K -1,230 -4%
ACA
103
Atlas Capital Advisors
Wyoming
$619K -$109K -5,250 -15%
SIC
104
SFE Investment Counsel
California
$602K +$1.25K +60 +0.2%
HWA
105
HHM Wealth Advisors
Tennessee
$579K +$279K +13,400 +95%
UCFA
106
United Capital Financial Advisors
Texas
$576K -$80.8K -3,880 -12%
DADC
107
D.A. Davidson & Co
Montana
$575K +$137K +6,580 +32%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$572K
AWA
109
Acorn Wealth Advisors
Michigan
$569K +$2.08K +100 +0.4%
IA
110
IFP Advisors
Florida
$569K +$249K +11,950 +79%
FA
111
Faithward Advisors
Pennsylvania
$544K -$46.6K -2,240 -8%
ACP
112
Aviance Capital Partners
Florida
$533K -$7.49K -360 -1%
BWM
113
BigSur Wealth Management
Florida
$527K
FNT
114
First National Trust
Pennsylvania
$525K
PSF
115
Pacific Sun Financial
California
$520K +$4.16K +200 +0.8%
Creative Planning
116
Creative Planning
Kansas
$500K -$78.1K -3,750 -14%
NIA
117
Northstar Investment Advisors
Colorado
$498K -$37.9K -1,820 -7%
SFS
118
Sowell Financial Services
Arkansas
$495K +$461K +22,140 +1,640%
AFM
119
Abbot Financial Management
Massachusetts
$491K +$38.9K +1,870 +9%
TI
120
tru Independence
Oregon
$491K +$485K +23,320 New
OC
121
Oppenheimer & Co
New York
$476K -$154K -7,410 -25%
KA
122
Kovack Advisors
Florida
$475K +$13.5K +650 +3%
APW
123
Aurora Private Wealth
New Jersey
$471K -$69.3K -3,330 -13%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$461K +$39.8K +1,910 +10%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$456K

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.