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Invesco S&P 500 Equal Weight Technology ETF

282 hedge funds and large institutions have $20B invested in Invesco S&P 500 Equal Weight Technology ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,058% more capital invested

Capital invested by funds: $635M → $20B (+$19.4B)

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

98.43% more ownership

Funds ownership: 353.37%451.8% (+98%)

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

8% more funds holding

Funds holding: 262282 (+20)

10% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 87

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
46
Increased
78
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
201
Ritholtz Wealth Management
New York
$218K
MA
202
MONECO Advisors
Connecticut
$218K -$24.4K -1,000 -10%
MWA
203
Monograph Wealth Advisors
California
$215K
LWANC
204
Laurel Wealth Advisors (North Carolina)
North Carolina
$214K +$35K +1,430 +19%
PG
205
Patten Group
Tennessee
$207K +$208K +8,520 New
GFP
206
Gryphon Financial Partners
Ohio
$200K +$202K +8,250 New
FA
207
Faithward Advisors
Pennsylvania
$198K
EWA
208
EP Wealth Advisors
California
$197K +$198K +8,120 New
HI
209
Harbour Investments
Wisconsin
$182K -$14.4K -590 -7%
AFG
210
Albion Financial Group
Utah
$161K -$7.33K -300 -4%
CHA
211
Carmichael Hill & Associates
Maryland
$158K
MCC
212
Money Concepts Capital
Florida
$146K +$72.6K +2,970 +97%
AWM
213
AllSquare Wealth Management
New York
$140K
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$138K -$23.7K -970 -15%
KM
215
Kalos Management
Georgia
$138K +$138K +5,660 New
Citigroup
216
Citigroup
New York
$135K -$12.2K -500 -8%
CA
217
CoreCap Advisors
Michigan
$132K +$133K +5,430 New
Franklin Resources
218
Franklin Resources
California
$131K -$51.3K -2,100 -28%
FIM
219
FWL Investment Management
Texas
$121K +$122K +5,000 New
YDMI
220
Y.D. More Investments
Israel
$121K +$122K +4,980 New
WWMSC
221
Wagner Wealth Management (South Carolina)
South Carolina
$119K +$244 +10 +0.2%
RWPA
222
Richard W. Paul & Associates
Michigan
$118K +$119K +4,870 New
GT
223
Glenmede Trust
Pennsylvania
$107K -$32K -1,310 -23%
RBC
224
Romano Brothers & Co
Illinois
$106K +$106K +4,350 New
BTI
225
Blue Trust Inc
Georgia
$105K +$90.4K +3,700 +402%

RSPT Hedge Fund Activity: Q4 2022 in Review

282 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2022, worth a combined $20B — up 3,058% from $635M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RSPT positions and 19 closed out — a net gain of 27 holders — while 78 added to existing stakes and 87 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $53.1M. The largest seller was Bouchey Financial Group, cutting an estimated $8.55M.

  • 282 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2022, up from 262 in Q3 2022.
  • Funds reported $20B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2022, up 3,058% quarter-over-quarter.
  • 46 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2022 and 19 closed out, a net change of +27 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2022 was Arete Wealth Advisors, an estimated $53.1M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2022 was Bouchey Financial Group, an estimated $8.55M sold.

Based on aggregated 13F filings for Q4 2022.