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Invesco S&P 500 Equal Weight Technology ETF

353 hedge funds and large institutions have $2.06B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $1.64B → $2.06B (+$418M)

13% more funds holding

Funds holding: 312353 (+41)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.26% less ownership

Funds ownership: 57.83%57.57% (-0.26%)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

Holders
353
Holders Change
+41
Holders Change %
+13.14%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
63
Increased
98
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
176
Patten Group
Tennessee
$580K +$41.1K +1,400 +9%
CL
177
Choreo LLC
Illinois
$577K +$520K +17,690 New
OC
178
Oppenheimer & Co
New York
$575K +$18.8K +640 +4%
TFS
179
Thoroughbred Financial Services
Tennessee
$574K -$225K -7,674 -30%
OHWA
180
Oak Hill Wealth Advisors
Virginia
$565K
IA
181
IFP Advisors
Florida
$557K
CSPAM
182
Cary Street Partners Asset Management
Virginia
$554K -$5.52K -188 -1%
KFS
183
Kaizen Financial Strategies
California
$542K
EH
184
Equitable Holdings
New York
$535K -$1.85M -63,138 -79%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$534K -$31K -1,056 -6%
CCA
186
Clearwater Capital Advisors
Illinois
$526K -$141K -4,800 -23%
LOIP
187
Live Oak Investment Partners
Texas
$526K
HWM
188
HB Wealth Management
Georgia
$523K +$176 +6 +0%
MCM
189
MAI Capital Management
Ohio
$522K +$34.7K +1,182 +8%
FIM
190
FWL Investment Management
Texas
$519K -$32.3K -1,100 -6%
KWM
191
Kaydan Wealth Management
Michigan
$508K -$64.1K -2,182 -12%
MWM
192
Mission Wealth Management
California
$473K
Fisher Asset Management
193
Fisher Asset Management
Washington
$472K +$76.1K +2,591 +22%
Citigroup
194
Citigroup
New York
$471K +$231K +7,872 +120%
Financial Engines Advisors
195
Financial Engines Advisors
California
$469K -$76.8K -2,616 -15%
KCM
196
Kathmere Capital Management
Pennsylvania
$457K
AWA
197
Acorn Wealth Advisors
Michigan
$455K -$51.1K -1,739 -11%
AA
198
Addison Advisors
Vermont
$440K -$39.9K -1,360 -9%
Jane Street
199
Jane Street
New York
$436K +$392K +13,359 New
CWM
200
Calamos Wealth Management
Illinois
$433K

RSPT Hedge Fund Activity: Q4 2023 in Review

353 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2023, worth a combined $2.06B — up 25% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RSPT positions and 19 closed out — a net gain of 44 holders — while 98 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $68.3M. The largest seller was Bank of America, cutting an estimated $23.9M.

  • 353 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2023, up from 312 in Q3 2023.
  • Funds reported $2.06B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 63 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2023 and 19 closed out, a net change of +44 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2023 was Morgan Stanley, an estimated $68.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2023 was Bank of America, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2023.