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Invesco S&P 500 Equal Weight Technology ETF

272 hedge funds and large institutions have $1.22B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

8.6% more ownership

Funds ownership: 442.09%450.69% (+8.6%)

6% more funds holding

Funds holding: 256272 (+16)

2% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$21M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
272
Holders Change
+16
Holders Change %
+6.25%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
80
Reduced
86
Closed
12
Calls
$290K
Puts
Net Calls
+$290K
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$118M +$4.96M +167,200 +4%
Wells Fargo
2
Wells Fargo
California
$117M -$4M -134,870 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$72.4M -$5.93M -199,690 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.4M +$9.05M +304,920 +16%
RJA
5
Raymond James & Associates
Florida
$58.1M +$7.25M +244,210 +14%
AIM
6
Astor Investment Management
Illinois
$54.6M -$3.5M -117,730 -6%
Goldman Sachs
7
Goldman Sachs
New York
$46.3M -$589K -19,840 -1%
Morgan Stanley
8
Morgan Stanley
New York
$45.1M +$2.58M +86,790 +6%
UBS Group
9
UBS Group
Switzerland
$41.7M +$335K +11,300 +0.8%
BFG
10
Bouchey Financial Group
New York
$39.7M +$818K +27,550 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$34.8M -$670K -22,560 -2%
LPL Financial
12
LPL Financial
California
$29.4M -$1.37M -46,180 -4%
AWM
13
AE Wealth Management
Kansas
$27.9M +$186K +6,260 +0.7%
BWFA
14
Baltimore-Washington Financial Advisors
Maryland
$20.8M +$1.08M +36,440 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.2M +$862K +29,030 +5%
RBA
16
Richard Bernstein Advisors
New York
$17.7M +$829K +27,930 +5%
HI
17
Harbour Investments
Wisconsin
$17.6M +$864K +29,100 +5%
DWM
18
Destination Wealth Management
California
$13M -$76.9K -2,590 -0.6%
Ameriprise
19
Ameriprise
Minnesota
$11.1M -$199K -6,700 -2%
ICM
20
Islay Capital Management
Texas
$10.6M +$3.41M +114,760 +45%
SI
21
Stephens Inc
Arkansas
$10.5M -$39.2K -1,320 -0.4%
SFG
22
Snider Financial Group
Washington
$9.93M +$485K +16,340 +5%
CWA
23
Centennial Wealth Advisory
Michigan
$9.77M +$276K +9,280 +3%
SAM
24
SignalPoint Asset Management
Missouri
$9.24M -$71.5K -2,410 -0.7%
GM
25
GeoWealth Management
Illinois
$8.94M -$566K -19,050 -6%

RSPT Hedge Fund Activity: Q3 2021 in Review

272 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q3 2021, worth a combined $1.22B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RSPT positions and 12 closed out — a net gain of 19 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.05M. The largest seller was JP Morgan Chase, cutting an estimated $5.93M.

  • 272 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q3 2021, up from 256 in Q2 2021.
  • Funds reported $1.22B of Invesco S&P 500 Equal Weight Technology ETF stock for Q3 2021, up 1.8% quarter-over-quarter.
  • 31 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q3 2021 and 12 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $9.05M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q3 2021 was JP Morgan Chase, an estimated $5.93M sold.

Based on aggregated 13F filings for Q3 2021.