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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
Financial Engines Advisors
176
Financial Engines Advisors
California
$462K +$3.71M +135,770 +842%
AWA
177
Acorn Wealth Advisors
Michigan
$461K +$547 +20 +0.1%
BWA
178
BDO Wealth Advisors
Florida
$450K +$1.09K +40 +0.3%
AA
179
Addison Advisors
Vermont
$436K -$15.3K -560 -4%
MCM
180
MAI Capital Management
Ohio
$436K
MWM
181
Mission Wealth Management
California
$426K
CSPAM
182
Cary Street Partners Asset Management
Virginia
$426K +$396K +14,500 New
ACP
183
Aviance Capital Partners
Florida
$415K
KCM
184
Kathmere Capital Management
Pennsylvania
$412K
Fisher Asset Management
185
Fisher Asset Management
Washington
$403K -$14.5K -530 -4%
CWM
186
Calamos Wealth Management
Illinois
$390K
APW
187
Aurora Private Wealth
New Jersey
$388K -$10.4K -380 -3%
Renaissance Technologies
188
Renaissance Technologies
New York
$382K +$355K +13,000 New
CWM
189
Castle Wealth Management
Florida
$371K
DWM
190
Dakota Wealth Management
Florida
$362K
H
191
HoyleCohen
California
$351K -$72.2K -2,640 -18%
MAG
192
Mayfair Advisory Group
Alabama
$337K +$319K +11,650 New
HH
193
Hilltop Holdings
Texas
$324K
HTC
194
Haverford Trust Company
Pennsylvania
$323K
PI
195
PFG Investments
New York
$323K -$7.66K -280 -2%
BWL
196
Bogart Wealth LLC
Virginia
$321K +$3.28K +120 +1%
FLPIM
197
F.L. Putnam Investment Management
Massachusetts
$319K +$45.1K +1,650 +18%
FNT
198
First National Trust
Pennsylvania
$319K -$131K -4,780 -31%
ZF
199
Zhang Financial
Michigan
$315K
PCIA
200
Prime Capital Investment Advisors
Kansas
$314K

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.