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Invesco S&P 500 Equal Weight Technology ETF
RSPT

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: 256 → 272 (+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: 8 → 8 (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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.05M
2
RJA
Raymond James & Associates
Florida
+$7.25M
3
Bank of America
Bank of America
North Carolina
+$4.96M
4
FHC
First Heartland Consultants
Missouri
+$4.61M
5
SAM
Stringer Asset Management
Tennessee
+$3.88M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.93M
2
Wells Fargo
Wells Fargo
California
-$4M
3
AIM
Astor Investment Management
Illinois
-$3.5M
4
FTUS
Flow Traders U.S.
New York
-$2.09M
5
NFG
Norris Financial Group
South Carolina
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$491K – – –
FNT
152
First National Trust
Pennsylvania
$475K -$44.5K -1,500 -8%
KFS
153
Kaizen Financial Strategies
California
$467K +$481K +16,200 New
BWA
154
BDO Wealth Advisors
Florida
$461K – – –
FTUS
155
Flow Traders U.S.
New York
$457K -$2.09M -70,270 -82%
NFG
156
Next Financial Group
Texas
$450K +$5.94K +200 +1%
HH
157
Hilltop Holdings
Texas
$443K +$119K +4,000 +35%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$431K -$9.5K -320 -2%
EH
159
Equitable Holdings
New York
$420K +$6.53K +220 +2%
MWM
160
Mission Wealth Management
California
$418K – – –
PFC
161
Phocas Financial Corp
California
$417K – – –
ACP
162
Aviance Capital Partners
Florida
$400K – – –
SPC
163
Sigma Planning Corp
Michigan
$388K +$297 +10 +0.1%
EDRH
164
Edmond de Rothschild Holding
Switzerland
$385K – – –
Deutsche Bank
165
Deutsche Bank
Germany
$375K – – –
OPCM
166
Osborne Partners Capital Management
California
$374K +$385K +12,980 New
MCM
167
Mainstay Capital Management
Michigan
$360K +$371K +12,500 New
OIA
168
OneDigital Investment Advisors
Kansas
$357K – – –
KCM
169
Kathmere Capital Management
Pennsylvania
$346K – – –
RW
170
Rede Wealth
Virginia
$331K -$103K -3,460 -23%
RFC
171
Regions Financial Corp
Alabama
$331K – – –
BOPW
172
Brandywine Oak Private Wealth
Pennsylvania
$327K +$119K +4,020 +1%
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$318K +$59.4K +2,000 +22%
SWP
174
Summit Wealth Partners
Florida
$318K -$32.4K -1,090 -9%
HTC
175
Haverford Trust Company
Pennsylvania
$317K – – –
5 6
7
8 9

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.