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Invesco S&P 500 Equal Weight Technology ETF

256 hedge funds and large institutions have $1.19B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $1.09B → $1.19B (+$104M)

4% more funds holding

Funds holding: 247256 (+9)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0.37% more ownership

Funds ownership: 441.71%442.09% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
256
Holders Change
+9
Holders Change %
+3.64%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
78
Reduced
74
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$122M -$22.5M -806,120 -16%
Bank of America
2
Bank of America
North Carolina
$114M +$3.37M +120,740 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$78.7M +$33.7M +1,205,730 +80%
AIM
4
Astor Investment Management
Illinois
$58.3M -$230K -8,240 -0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$54M -$1.11M -39,800 -2%
RJA
6
Raymond James & Associates
Florida
$51.4M +$4.11M +147,100 +9%
Goldman Sachs
7
Goldman Sachs
New York
$47.2M +$8.45M +302,330 +23%
Morgan Stanley
8
Morgan Stanley
New York
$42.9M +$961K +34,380 +2%
UBS Group
9
UBS Group
Switzerland
$41.6M -$13.6M -488,340 -25%
BFG
10
Bouchey Financial Group
New York
$39.1M +$1.01M +36,120 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$35.7M +$2.22M +79,460 +7%
LPL Financial
12
LPL Financial
California
$30.9M +$637K +22,810 +2%
AWM
13
AE Wealth Management
Kansas
$27.9M +$1.12M +40,130 +4%
BWFA
14
Baltimore-Washington Financial Advisors
Maryland
$19.9M +$806K +28,860 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18.4M -$328K -11,750 -2%
RBA
16
Richard Bernstein Advisors
New York
$17M +$661K +23,660 +4%
HI
17
Harbour Investments
Wisconsin
$16.9M +$1.39M +49,890 +9%
DWM
18
Destination Wealth Management
California
$13.1M -$289K -10,340 -2%
Ameriprise
19
Ameriprise
Minnesota
$11.4M +$337K +12,070 +3%
SI
20
Stephens Inc
Arkansas
$10.6M +$798K +28,550 +8%
BOPW
21
Brandywine Oak Private Wealth
Pennsylvania
$10.1M +$1.04M +37,250 +12%
CWA
22
Centennial Wealth Advisory
Michigan
$9.56M +$753K +26,940 +9%
GM
23
GeoWealth Management
Illinois
$9.55M -$56.4K -2,020 -0.6%
SAM
24
SignalPoint Asset Management
Missouri
$9.37M -$146K -5,210 -2%
FFWA
25
FRG Family Wealth Advisors
Washington
$9.29M +$37.7K +1,350 +0.4%

RSPT Hedge Fund Activity: Q2 2021 in Review

256 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2021, worth a combined $1.19B — up 9.6% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPT positions and 11 closed out — a net gain of 13 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $33.7M. The largest seller was Wells Fargo, cutting an estimated $22.5M.

  • 256 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2021, up from 247 in Q1 2021.
  • Funds reported $1.19B of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2021 and 11 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $33.7M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2021 was Wells Fargo, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2021.