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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
LNC
101
Lincoln National Corp
Pennsylvania
$2.08M +$429K +14,615 +30%
VBFG
102
Vishria Bird Financial Group
Tennessee
$1.93M
GM
103
GeoWealth Management
Illinois
$1.81M +$1.63M +55,460 New
DFA
104
DHJJ Financial Advisors
Illinois
$1.77M -$11.4K -388 -0.7%
TWM
105
Tradition Wealth Management
Minnesota
$1.77M -$8.08K -275 -0.5%
MSS
106
Mitchell Sinkler & Starr
Pennsylvania
$1.74M +$1.57M +53,350 New
CAN
107
Cetera Advisor Networks
California
$1.69M +$86.4K +2,941 +6%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$1.68M +$22.6K +771 +2%
JWM
109
Jackson Wealth Management
Florida
$1.67M -$121K -4,133 -7%
PA
110
PFG Advisors
Arizona
$1.63M -$91.7K -3,123 -6%
EWA
111
EP Wealth Advisors
California
$1.59M -$155K -5,267 -10%
AFA
112
American Financial Advisors
Georgia
$1.59M +$1.12K +38 +0.1%
FF
113
Friedenthal Financial
New Jersey
$1.58M -$15.1K -515 -1%
KPWS
114
Kestra Private Wealth Services
Texas
$1.56M -$191K -6,506 -12%
CCB
115
Country Club Bank
Missouri
$1.56M -$1.47K -50 -0.1%
SWM
116
SeaCrest Wealth Management
New York
$1.51M -$7.23K -246 -0.5%
DAS
117
Dynamic Advisor Solutions
Arizona
$1.49M +$84.9K +2,890 +6%
VNA
118
Valley National Advisers
Pennsylvania
$1.47M
RJT
119
Raymond James Trust
Florida
$1.46M +$107K +3,634 +9%
MIG
120
McGuire Investment Group
Rhode Island
$1.44M -$24.8K -845 -2%
Creative Planning
121
Creative Planning
Kansas
$1.41M -$117K -3,968 -8%
RA
122
RFG Advisory
Alabama
$1.4M +$180K +6,143 +17%
Renaissance Technologies
123
Renaissance Technologies
New York
$1.33M +$1.2M +40,900 New
PG
124
Prostatis Group
Maryland
$1.31M
HWA
125
HHM Wealth Advisors
Tennessee
$1.3M

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.