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Invesco S&P 500 Equal Weight Technology ETF

262 hedge funds and large institutions have $635M invested in Invesco S&P 500 Equal Weight Technology ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 267262 (-5)

7.89% less ownership

Funds ownership: 361.26%353.37% (-7.9%)

8% less capital invested

Capital invested by funds: $692M → $635M (-$57.7M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

40% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 106

Holders
262
Holders Change
-5
Holders Change %
-1.87%
% of All Funds
4.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
20
Increased
64
Reduced
106
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
101
Summit Place Financial Advisors
New Jersey
$786K -$12.8K -500 -1%
KPWS
102
Kestra Private Wealth Services
Texas
$743K +$292K +11,430 +53%
DADC
103
D.A. Davidson & Co
Montana
$740K -$1.28K -50 -0.2%
HNB
104
Huntington National Bank
Ohio
$736K
CA
105
Clearstead Advisors
Ohio
$735K +$672K +26,280 +425%
CCMD
106
Cypress Capital Management (Delaware)
Delaware
$715K -$224K -8,750 -22%
BPA
107
Beacon Pointe Advisors
California
$712K -$358K -14,000 -31%
AA
108
Advisory Alpha
Michigan
$705K -$64.7K -2,530 -8%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$700K -$11.5K -450 -1%
AFM
110
Abbot Financial Management
Massachusetts
$687K
HWA
111
HHM Wealth Advisors
Tennessee
$656K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$631K -$39.4K -1,540 -5%
KPW
113
Kore Private Wealth
New York
$631K +$120K +4,690 +20%
JIR
114
James Investment Research
Ohio
$608K -$83.6K -3,270 -11%
SIC
115
SFE Investment Counsel
California
$608K -$6.64K -260 -1%
CWA
116
Capital Wealth Alliance
Arizona
$598K -$147K -5,770 -18%
Two Sigma Advisers
117
Two Sigma Advisers
New York
$589K +$128K +5,000 +24%
RA
118
RFG Advisory
Alabama
$575K +$767 +30 +0.1%
BWM
119
BigSur Wealth Management
Florida
$566K
CAN
120
Cetera Advisor Networks
California
$562K -$66.7K -2,610 -10%
TFS
121
Thoroughbred Financial Services
Tennessee
$524K -$339K -13,280 -36%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$521K
PSF
123
Pacific Sun Financial
California
$506K -$8.18K -320 -1%
Lido Advisors
124
Lido Advisors
California
$502K -$150K -5,880 -21%
MSS
125
Mitchell Sinkler & Starr
Pennsylvania
$498K -$111K -4,350 -17%

RSPT Hedge Fund Activity: Q3 2022 in Review

262 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2022, worth a combined $635M — down 8.3% from $692M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RSPT and 20 opened new positions — a net loss of 4 holders — while 106 trimmed existing stakes and 64 added.

The largest buyer was JP Morgan Chase, adding an estimated $8.92M. The largest seller was Goldman Sachs, cutting an estimated $25.2M.

  • 262 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2022, down from 267 in Q2 2022.
  • Funds reported $635M of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2022 and 24 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $8.92M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2022 was Goldman Sachs, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2022.