We are live on ! Find out more
RSPT icon

Invesco S&P 500 Equal Weight Technology ETF

254 hedge funds and large institutions have $969M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

42% more capital invested

Capital invested by funds: $681M → $969M (+$288M)

39.94% more ownership

Funds ownership: 370.7%410.63% (+40%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 226254 (+28)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
254
Holders Change
+28
Holders Change %
+12.39%
% of All Funds
4.49%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
46
Increased
65
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
101
Raymond James Trust
Florida
$982K -$76.1K -3,280 -8%
BCM
102
Barometer Capital Management
Ontario, Canada
$963K +$882K +38,000 New
SFS
103
Sowell Financial Services
Arkansas
$909K +$287K +12,360 +53%
VIM
104
Vista Investment Management
Pennsylvania
$883K +$59K +2,540 +8%
NC
105
NovaPoint Capital
Georgia
$882K -$163K -7,020 -17%
DAS
106
Dynamic Advisor Solutions
Arizona
$882K -$15.1K -650 -2%
CFAM
107
Center For Asset Management
Florida
$830K +$760K +32,730 New
SIC
108
SFE Investment Counsel
California
$813K +$81.2K +3,500 +12%
LAS
109
Lloyd Advisory Services
Georgia
$775K +$398K +17,130 +128%
ACA
110
Atlas Capital Advisors
Wyoming
$745K
BHWM
111
Bay Harbor Wealth Management
Maryland
$731K +$182K +7,830 +37%
OC
112
Oppenheimer & Co
New York
$730K +$144K +6,200 +27%
KM
113
Kalos Management
Georgia
$726K -$11.8K -510 -2%
MCC
114
Money Concepts Capital
Florida
$716K +$655K +28,240 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$708K +$141K +6,060 +28%
HWA
116
HHM Wealth Advisors
Tennessee
$697K
DADC
117
D.A. Davidson & Co
Montana
$691K -$928 -40 -0.1%
IA
118
IFP Advisors
Florida
$686K
KWM
119
Kingsview Wealth Management
Oregon
$662K +$356K +15,320 +142%
FA
120
Faithward Advisors
Pennsylvania
$655K
HB
121
Homrich & Berg
Georgia
$636K -$156K -6,720 -21%
BWM
122
BigSur Wealth Management
Florida
$634K
FNT
123
First National Trust
Pennsylvania
$622K -$9.28K -400 -2%
NIA
124
Northstar Investment Advisors
Colorado
$613K +$13K +560 +2%
RIA
125
Regal Investment Advisors
Michigan
$605K +$554K +23,860 New