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Invesco S&P 500 Equal Weight Technology ETF
RSPT

208 hedge funds and large institutions have $530M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $448M → $530M (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1% less funds holding

Funds holding: 210 → 208 (-2)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

305.37% less ownership

Funds ownership: 623.44% → 318.06% (-305%)

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
20
Increased
51
Reduced
77
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$14.4M
2
BFG
Bouchey Financial Group
New York
+$5.01M
3
BAAM
Baker Avenue Asset Management
California
+$3.58M
4
Morgan Stanley
Morgan Stanley
New York
+$2.94M
5
IMC Chicago
IMC Chicago
Illinois
+$2.63M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$482M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.57M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.8M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$5.08M
5
UCFA
United Capital Financial Advisors
Texas
-$4.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
126
Deutsche Bank
Germany
$334K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$318K +$37.1K +2,000 +14%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$315K -$104K -5,620 -26%
SWP
129
Summit Wealth Partners
Florida
$315K -$9.64K -520 -3%
MWM
130
Mission Wealth Management
California
$304K +$13.9K +750 +5%
IA
131
IFP Advisors
Florida
$298K -$33K -1,780 -11%
HWA
132
HHM Wealth Advisors
Tennessee
$280K – – –
RFC
133
Regions Financial Corp
Alabama
$279K – – –
BRWA
134
B. Riley Wealth Advisors
Florida
$278K – – –
RWM
135
Ritholtz Wealth Management
New York
$269K +$250K +13,500 New
EDRH
136
Edmond de Rothschild Holding
Switzerland
$266K – – –
Northern Trust
137
Northern Trust
Illinois
$265K – – –
APA
138
American Portfolios Advisors
New York
$252K +$28.5K +1,540 +14%
HL
139
HeadInvest LLC
Maine
$240K +$223K +12,030 New
KCM
140
Kathmere Capital Management
Pennsylvania
$239K +$222K +12,000 New
MA
141
MONECO Advisors
Connecticut
$238K -$18.3K -990 -8%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$233K -$557K -30,080 -72%
FLPIM
143
F.L. Putnam Investment Management
Massachusetts
$233K +$217K +11,700 New
MA
144
Mutual Advisors
Nebraska
$224K +$208K +11,250 New
SPC
145
Sigma Planning Corp
Michigan
$219K -$34.5K -1,860 -14%
HTC
146
Haverford Trust Company
Pennsylvania
$219K +$204K +11,000 New
LNC
147
Lincoln National Corp
Pennsylvania
$217K +$202K +10,910 New
PMG
148
ProVise Management Group
Florida
$214K +$199K +10,760 New
CIC
149
Carnegie Investment Counsel
Ohio
$211K +$196K +10,590 New
LCM
150
Liberty Capital Management
Michigan
$204K +$190K +10,250 New
4 5
6
7 8

RSPT Hedge Fund Activity: Q2 2020 in Review

208 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2020, worth a combined $530M — up 18% from $448M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RSPT and 20 opened new positions — a net loss of 2 holders — while 77 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $14.4M. The largest seller was Osaic Holdings, cutting an estimated $482M.

  • 208 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2020, down from 210 in Q1 2020.
  • Funds reported $530M of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2020 and 22 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $14.4M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2020 was Osaic Holdings, an estimated $482M sold.

Based on aggregated 13F filings for Q2 2020.