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Invesco S&P 500 Equal Weight Technology ETF

319 hedge funds and large institutions have $1.63B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

413.33% more ownership

Funds ownership: 412.23%825.57% (+413%)

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

58% more capital invested

Capital invested by funds: $1.03B → $1.63B (+$595M)

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

9% more funds holding

Funds holding: 294319 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
319
Holders Change
+25
Holders Change %
+8.5%
% of All Funds
5.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
51
Increased
97
Reduced
86
Closed
24
Calls
$294K
Puts
Net Calls
+$294K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
101
Friedenthal Financial
New Jersey
$1.43M +$10.9K +400 +0.8%
AFA
102
American Financial Advisors
Georgia
$1.43M +$1.09K +40 +0.1%
CCB
103
Country Club Bank
Missouri
$1.41M -$4.1K -150 -0.3%
MIG
104
McGuire Investment Group
Rhode Island
$1.41M
FANJ
105
Financial Architects (New Jersey)
New Jersey
$1.32M -$38K -1,390 -3%
PG
106
Prostatis Group
Maryland
$1.21M +$330M +12,072,380 +29,309%
RJT
107
Raymond James Trust
Florida
$1.21M
CAN
108
Cetera Advisor Networks
California
$1.19M +$273K +10,000 +33%
HWA
109
HHM Wealth Advisors
Tennessee
$1.16M +$116K +4,250 +12%
CFA
110
Cahill Financial Advisors
Minnesota
$1.15M +$547 +20 +0.1%
Creative Planning
111
Creative Planning
Kansas
$1.12M -$162K -5,910 -13%
OL
112
Optas LLC
Texas
$1.11M -$362K -13,240 -26%
NA
113
NewEdge Advisors
Louisiana
$1.1M +$759K +27,750 +289%
RA
114
RFG Advisory
Alabama
$1.08M -$945K -34,560 -48%
MAP
115
Milestone Advisory Partners
North Carolina
$1.08M +$1M +36,640 New
OCPWS
116
One Charles Private Wealth Services
Massachusetts
$1.07M -$90K -3,290 -8%
GWM
117
Geneos Wealth Management
Colorado
$1.05M -$937K -34,280 -49%
VCP
118
Verus Capital Partners
Arizona
$1.03M -$217K -7,950 -18%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$1,000K +$10.7K +390 +1%
PTC
120
Private Trust Company
Ohio
$961K
CA
121
Clearstead Advisors
Ohio
$949K
CCA
122
Clearwater Capital Advisors
Illinois
$945K -$28.7K -1,050 -3%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$932K +$7.82M +286,020 +928%
AA
124
Advisory Alpha
Michigan
$923K +$44.8K +1,640 +6%
BMCM
125
Bryn Mawr Capital Management
Pennsylvania
$918K -$2.73K -100 -0.3%

RSPT Hedge Fund Activity: Q2 2023 in Review

319 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2023, worth a combined $1.63B — up 58% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RSPT positions and 24 closed out — a net gain of 27 holders — while 97 added to existing stakes and 86 trimmed.

The largest buyer was Davis Investment Partners, adding an estimated $462M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $18.2M sold.

  • 319 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $1.63B of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2023, up 58% quarter-over-quarter.
  • 51 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2023 and 24 closed out, a net change of +27 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2023 was Davis Investment Partners, an estimated $462M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2023 was Arete Wealth Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.