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Invesco S&P 500 Equal Weight Technology ETF

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: 55 (0)

1% less funds holding

Funds holding: 210208 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EP
151
Eudaimonia Partners
Tennessee
$151K -$15.8K -850 -10%
SBSB
152
Sullivan, Bruyette, Speros & Blaney
Virginia
$137K
US Bancorp
153
US Bancorp
Minnesota
$127K
AWM
154
AllSquare Wealth Management
New York
$114K
FHA
155
Flagship Harbor Advisors
Massachusetts
$108K +$741 +40 +0.7%
PMFA
156
Plante Moran Financial Advisors
Michigan
$90K +$83.6K +4,510 New
CFG
157
Citizens Financial Group
Rhode Island
$86K
GWM
158
Geneos Wealth Management
Colorado
$86K +$4.45K +240 +6%
FA
159
Financial Advantage
Maryland
$84K
CHA
160
Carmichael Hill & Associates
Maryland
$72K -$18.9K -1,020 -22%
LFG
161
LifePlan Financial Group
Ohio
$71K -$24.6K -1,330 -27%
SF
162
Synovus Financial
Georgia
$62K +$2.96K +160 +5%
BWA
163
BDO Wealth Advisors
Florida
$60K
HIA
164
Harbor Investment Advisory
Maryland
$60K
LWA
165
Lenox Wealth Advisors
New York
$60K
GT
166
Glenmede Trust
Pennsylvania
$57K -$1.85K -100 -3%
RFA
167
Reilly Financial Advisors
California
$55K
TFA
168
Toth Financial Advisory
Virginia
$46K +$42.6K +2,300 New
GRP
169
Global Retirement Partners
California
$44K -$20.6K -1,110 -33%
AIP
170
Ameritas Investment Partners
Nebraska
$39K
S
171
SignatureFD
Georgia
$39K +$32.8K +1,770 +1,041%
FHA
172
First Horizon Advisors
Tennessee
$33K
BBPWM
173
Blue Bell Private Wealth Management
Pennsylvania
$30K
TPWA
174
TRUE Private Wealth Advisors
Oregon
$29K +$185 +10 +0.7%
APWM
175
Atlas Private Wealth Management
New York
$27K

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.