We are live on ! Find out more
RSPT icon

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
BWL
176
Bogart Wealth LLC
Virginia
$308K +$594 +20 +0.2%
ZF
177
Zhang Financial
Michigan
$308K +$317K +10,680 New
APC
178
Aspire Private Capital
North Carolina
$299K -$166K -5,600 -35%
LNC
179
Lincoln National Corp
Pennsylvania
$292K -$16.6K -560 -5%
OHIS
180
Oak Harvest Investment Services
Texas
$289K +$33.5K +1,130 +13%
FGAM
181
Financial Gravity Asset Management
Texas
$288K -$297 -10 -3%
HL
182
HeadInvest LLC
Maine
$286K -$21.4K -720 -7%
FNBOO
183
First National Bank of Omaha
Nebraska
$278K – – –
TPW
184
Tiller Private Wealth
Pennsylvania
$277K – – –
MAFM
185
Mid Atlantic Financial Management
Pennsylvania
$274K +$297 +10 +0.1%
WS
186
Wedbush Securities
California
$269K +$55.5K +1,870 +25%
TSWM
187
Triangle Securities Wealth Management
North Carolina
$262K – – –
RWM
188
Ritholtz Wealth Management
New York
$260K – – –
MA
189
MONECO Advisors
Connecticut
$259K -$14.8K -500 -5%
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
$255K – – –
AIA
191
Arbor Investment Advisors
North Carolina
$255K +$4.16K +140 +2%
SPIA
192
Steward Partners Investment Advisory
New York
$248K +$42.8K +1,440 +20%
CPWA
193
Cerro Pacific Wealth Advisors
California
$240K – – –
BHWM
194
Bay Harbor Wealth Management
Maryland
$239K +$12.2K +410 +5%
GFP
195
Gryphon Financial Partners
Ohio
$238K – – –
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$232K – – –
MCM
197
MAI Capital Management
Ohio
$231K – – –
Northern Trust
198
Northern Trust
Illinois
$223K -$11.3K -380 -5%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$219K -$372K -12,530 -62%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$218K – – –
6 7
8
9 10

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.