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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
AWA
1
Arete Wealth Advisors
Illinois
$19.2B +$53.1M +2,170,660 New
Bank of America
2
Bank of America
North Carolina
$101M +$8.75M +358,090 +9%
DIP
3
Davis Investment Partners
North Carolina
$53.2M +$47.4M +1,940,450 New
PCH
4
PGIM Custom Harvest
New Jersey
$43.6M +$43.8M +1,792,740 New
Morgan Stanley
5
Morgan Stanley
New York
$36.7M +$7.92M +324,220 +27%
Wells Fargo
6
Wells Fargo
California
$36.6M +$3.84M +156,920 +12%
BFG
7
Bouchey Financial Group
New York
$29M -$8.55M -349,780 -23%
UBS Group
8
UBS Group
Switzerland
$27.4M -$7.24M -296,150 -21%
LPL Financial
9
LPL Financial
California
$26.6M +$5.94M +242,950 +29%
JP Morgan Chase
10
JP Morgan Chase
New York
$24.7M +$10.7M +436,500 +75%
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$20.1M -$219K -8,940 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$19.2M +$1.98M +80,940 +11%
QA
13
Quantitative Advantage
Minnesota
$19.2M +$19.3M +791,320 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.5M +$1.88M +76,940 +12%
Goldman Sachs
15
Goldman Sachs
New York
$15.8M +$1.43M +58,630 +10%
RBA
16
Richard Bernstein Advisors
New York
$14.7M +$201K +8,220 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$14.4M +$566K +23,160 +4%
Ameriprise
18
Ameriprise
Minnesota
$13.7M +$2.01M +82,360 +17%
BAAM
19
Baker Avenue Asset Management
California
$12.3M +$4.82M +197,180 +64%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.1M +$12.2M +500,000 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$12M +$4.46M +182,440 +59%
FIM
22
Freedom Investment Management
Connecticut
$11.6M +$84.8K +3,470 +0.7%
RJA
23
Raymond James & Associates
Florida
$11.1M -$140K -5,730 -1%
DWM
24
Destination Wealth Management
California
$10.8M -$5.13K -210 -0%
SFG
25
Snider Financial Group
Washington
$8.58M -$154K -6,280 -2%

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.