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Invesco S&P 500 Equal Weight Technology ETF
RSPT

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: 5 → 7 (+2)

29% more capital invested

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

9% more funds holding

Funds holding: 208 → 226 (+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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$43.3M
2
AIM
Astor Investment Management
Illinois
+$27.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
AWM
AE Wealth Management
Kansas
+$8.81M
5
SS
Simplicity Solutions
Minnesota
+$8.76M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.66M
2
RJA
Raymond James & Associates
Florida
-$8.81M
3
IMC Chicago
IMC Chicago
Illinois
-$8.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.64M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
HL
151
HeadInvest LLC
Maine
$268K +$14.6K +700 +6%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$256K +$9.16K +440 +4%
KCM
153
Kathmere Capital Management
Pennsylvania
$253K – – –
FHC
154
First Heartland Consultants
Missouri
$252K -$385K -18,510 -61%
HTC
155
Haverford Trust Company
Pennsylvania
$232K – – –
MA
156
MONECO Advisors
Connecticut
$231K -$20.8K -1,000 -8%
LNC
157
Lincoln National Corp
Pennsylvania
$231K +$833 +40 +0.4%
CIC
158
Carnegie Investment Counsel
Ohio
$230K +$6.45K +310 +3%
KWM
159
Kingsview Wealth Management
Oregon
$228K +$225K +10,800 New
FLPIM
160
F.L. Putnam Investment Management
Massachusetts
$225K -$20.8K -1,000 -9%
IWM
161
IHT Wealth Management
Illinois
$223K -$183K -8,790 -45%
MAFM
162
Mid Atlantic Financial Management
Pennsylvania
$217K +$196K +9,420 New
HH
163
Hilltop Holdings
Texas
$217K +$214K +10,290 New
NFG
164
Next Financial Group
Texas
$176K +$174K +8,350 New
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$159K +$157K +7,560 New
SBSB
166
Sullivan, Bruyette, Speros & Blaney
Virginia
$145K – – –
SIM
167
Sonora Investment Management
Arizona
$138K +$136K +6,550 New
AWM
168
AllSquare Wealth Management
New York
$121K – – –
FHA
169
Flagship Harbor Advisors
Massachusetts
$115K – – –
EP
170
Eudaimonia Partners
Tennessee
$113K -$46.2K -2,220 -29%
CHA
171
Carmichael Hill & Associates
Maryland
$101K +$24.1K +1,160 +32%
US Bancorp
172
US Bancorp
Minnesota
$98K -$35.6K -1,710 -27%
PMFA
173
Plante Moran Financial Advisors
Michigan
$95K – – –
GWM
174
Geneos Wealth Management
Colorado
$91K – – –
FA
175
Financial Advantage
Maryland
$89K – – –
5 6
7
8 9

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.