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Invesco S&P 500 Equal Weight Technology ETF

226 hedge funds and large institutions have $681M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

52.63% more ownership

Funds ownership: 318.06%370.7% (+53%)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $530M → $681M (+$151M)

9% more funds holding

Funds holding: 208226 (+18)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
226
Holders Change
+18
Holders Change %
+8.65%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
32
Increased
61
Reduced
67
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$455K -$59.9K -2,880 -12%
CWA
127
Capital Wealth Alliance
Arizona
$449K -$318K -15,290 -42%
BHWM
128
Bay Harbor Wealth Management
Maryland
$443K +$438K +21,020 New
FWM
129
Focused Wealth Management
New York
$439K
OQC
130
Optimum Quantvest Corp
Connecticut
$437K
H
131
HoyleCohen
California
$433K -$10.4K -500 -2%
FA
132
FMA Advisory
Pennsylvania
$429K +$416 +20 +0.1%
HR
133
Hayden Royal
North Carolina
$420K +$416K +19,980 New
PVH
134
Psagot Value Holdings
Israel
$408K -$235K -11,280 -37%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$373K -$13.9K -670 -4%
SPIA
136
Steward Partners Investment Advisory
New York
$370K -$12.7K -610 -3%
PFC
137
Phocas Financial Corp
California
$360K
Deutsche Bank
138
Deutsche Bank
Germany
$353K
BRWA
139
B. Riley Wealth Advisors
Florida
$347K +$56K +2,690 +19%
HPC
140
Hobart Private Capital
North Carolina
$327K +$323K +15,510 New
MWM
141
Mission Wealth Management
California
$316K -$5.2K -250 -2%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$306K -$27.3K -1,310 -8%
SPC
143
Sigma Planning Corp
Michigan
$296K +$63.1K +3,030 +28%
RFC
144
Regions Financial Corp
Alabama
$295K
LAS
145
Lloyd Advisory Services
Georgia
$283K +$280K +13,430 New
APA
146
American Portfolios Advisors
New York
$282K +$15.2K +730 +6%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$282K -$53.5K -2,570 -16%
EDRH
148
Edmond de Rothschild Holding
Switzerland
$282K
SWP
149
Summit Wealth Partners
Florida
$282K -$50.4K -2,420 -15%
Northern Trust
150
Northern Trust
Illinois
$280K

RSPT Hedge Fund Activity: Q3 2020 in Review

226 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2020, worth a combined $681M — up 29% from $530M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RSPT positions and 12 closed out — a net gain of 20 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $43.3M. The largest seller was JP Morgan Chase, cutting an estimated $9.66M.

  • 226 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2020, up from 208 in Q2 2020.
  • Funds reported $681M of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2020, up 29% quarter-over-quarter.
  • 32 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2020 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2020 was Wells Fargo, an estimated $43.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2020 was JP Morgan Chase, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2020.