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Invesco S&P 500 Equal Weight Technology ETF

272 hedge funds and large institutions have $1.22B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

8.6% more ownership

Funds ownership: 442.09%450.69% (+8.6%)

6% more funds holding

Funds holding: 256272 (+16)

2% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$21M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
272
Holders Change
+16
Holders Change %
+6.25%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
80
Reduced
86
Closed
12
Calls
$290K
Puts
Net Calls
+$290K
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$790K -$213K -7,170 -21%
AFM
127
Abbot Financial Management
Massachusetts
$752K +$60.6K +2,040 +8%
ACA
128
Atlas Capital Advisors
Wyoming
$747K -$8.91K -300 -1%
NL
129
NWAM LLC
Washington
$745K -$284K -9,550 -27%
IA
130
IFP Advisors
Florida
$744K -$32.4K -1,090 -4%
BWM
131
BigSur Wealth Management
Florida
$721K
HB
132
Homrich & Berg
Georgia
$714K +$594 +20 +0.1%
Financial Engines Advisors
133
Financial Engines Advisors
California
$705K +$727K +24,490 New
CIC
134
Carnegie Investment Counsel
Ohio
$704K +$21.7K +730 +3%
OC
135
Oppenheimer & Co
New York
$698K +$63.2K +2,130 +10%
CW
136
CreativeOne Wealth
Kansas
$685K -$19K -640 -3%
PSF
137
Pacific Sun Financial
California
$668K +$688K +23,170 New
IWA
138
IBEX Wealth Advisors
New Jersey
$653K +$88.2K +2,970 +15%
JIP
139
Jaffetilchin Investment Partners
Florida
$653K +$672K +22,650 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$645K +$130K +4,370 +24%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$642K -$1.5M -50,420 -69%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$631K -$30K -1,010 -4%
KA
143
Kovack Advisors
Florida
$612K -$13.4K -450 -2%
APW
144
Aurora Private Wealth
New Jersey
$591K +$594 +20 +0.1%
Lido Advisors
145
Lido Advisors
California
$587K +$105K +3,550 +21%
AWA
146
Acorn Wealth Advisors
Michigan
$526K -$3.27K -110 -0.6%
FA
147
Faithward Advisors
Pennsylvania
$524K
LAS
148
Lloyd Advisory Services
Georgia
$512K -$19.6K -660 -4%
H
149
HoyleCohen
California
$507K -$5.94K -200 -1%
MA
150
MBA Advisors
Pennsylvania
$506K -$101K -3,400 -16%

RSPT Hedge Fund Activity: Q3 2021 in Review

272 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2021, worth a combined $1.22B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RSPT positions and 12 closed out — a net gain of 19 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.05M. The largest seller was JP Morgan Chase, cutting an estimated $5.93M.

  • 272 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2021, up from 256 in Q2 2021.
  • Funds reported $1.22B of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 31 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2021 and 12 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $9.05M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2021 was JP Morgan Chase, an estimated $5.93M sold.

Based on aggregated 13F filings for Q3 2021.