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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
MWM
126
Melfa Wealth Management
Massachusetts
$918K +$1.09K +40 +0.1%
CWA
127
Canvas Wealth Advisors
Kansas
$900K +$7.36M +269,200 +831%
DADC
128
D.A. Davidson & Co
Montana
$900K +$13.1K +480 +2%
GA
129
Goldstein Advisors
Wisconsin
$897K -$4.38K -160 -0.5%
RC
130
Rovin Capital
Arizona
$894K -$214K -7,810 -20%
AFM
131
Abbot Financial Management
Massachusetts
$892K -$4.92K -180 -0.6%
LNC
132
Lincoln National Corp
Pennsylvania
$862K +$212K +7,770 +36%
SW
133
SVB Wealth
Massachusetts
$852K +$570K +20,840 +256%
SPFA
134
Summit Place Financial Advisors
New Jersey
$841K -$20.5K -750 -3%
BPA
135
Beacon Pointe Advisors
California
$813K -$3.28K -120 -0.4%
IWC
136
Integrated Wealth Concepts
Massachusetts
$778K +$133K +4,880 +23%
VAS
137
Vestmark Advisory Solutions
Massachusetts
$767K +$713K +26,090 New
ACM
138
Allred Capital Management
Texas
$753K +$129K +4,720 +23%
TFS
139
Thoroughbred Financial Services
Tennessee
$742K +$547 +20 +0.1%
BWM
140
BigSur Wealth Management
Florida
$735K
SIC
141
SFE Investment Counsel
California
$729K -$547 -20 -0.1%
GS
142
GTS Securities
New York
$696K +$647K +23,660 New
HP
143
Hilltop Partners
Indiana
$692K -$31.7K -1,160 -5%
AWM
144
AE Wealth Management
Kansas
$688K -$655K -23,970 -51%
JIR
145
James Investment Research
Ohio
$685K -$103K -3,770 -14%
HNB
146
Huntington National Bank
Ohio
$637K
BCM
147
Beck Capital Management
Texas
$635K +$591K +21,600 New
AWS
148
Atria Wealth Solutions
New York
$624K +$258K +9,430 +80%
PSF
149
Pacific Sun Financial
California
$611K +$605K +22,130 New
PSCM
150
Per Stirling Capital Management
Texas
$583K -$58.5K -2,140 -10%

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.