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Invesco S&P 500 Equal Weight Technology ETF

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: 57 (+2)

29% more capital invested

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

9% more funds holding

Funds holding: 208226 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
201
First Bank & Trust
South Dakota
$21K +$20.8K +1,000 New
BBPWM
202
Blue Bell Private Wealth Management
Pennsylvania
$17K -$11.4K -550 -41%
HPC
203
HM Payson & Co
Maine
$17K
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.4K +790 New
AF
205
Advisornet Financial
Minnesota
$16K
POIA
206
Pin Oak Investment Advisors
Texas
$16K
OIA
207
Optimum Investment Advisors
Illinois
$13K
LWA
208
Lowe Wealth Advisors
Maryland
$12K
PFO
209
Pathstone Family Office
New Jersey
$11K
TIM
210
Tortoise Investment Management
New York
$11K
AAP
211
Arax Advisory Partners
Colorado
$11K +$10.6K +510 New
BWA
212
Burt Wealth Advisors
Maryland
$11K +$11K +530 New
SMG
213
Spectrum Management Group
Indiana
$10K
AWA
214
Arkadios Wealth Advisors
Georgia
$8.82K
HR
215
Howe & Rusling
New York
$7K -$14.6K -700 -68%
NNP
216
Nachman Norwood & Parrott
South Carolina
$6K +$5.62K +270 New
PA
217
Parallel Advisors
California
$5K
SWM
218
Sugarloaf Wealth Management
Georgia
$5K
KFS
219
Kelly Financial Services
Massachusetts
$4K
PCG
220
Private Capital Group
Connecticut
$4K
SIAS
221
Shine Investment Advisory Services
Colorado
$4K
VFA
222
Valeo Financial Advisors
Indiana
$4K
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$3.54K -$1.04K -50 -0%
LF
224
Lee Financial
Texas
$3K
BWL
225
Bogart Wealth LLC
Virginia
$1K

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.