We are live on ! Find out more
RSPT icon

Invesco S&P 500 Equal Weight Technology ETF

319 hedge funds and large institutions have $1.63B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

413.33% more ownership

Funds ownership: 412.23%825.57% (+413%)

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

58% more capital invested

Capital invested by funds: $1.03B → $1.63B (+$595M)

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

9% more funds holding

Funds holding: 294319 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
319
Holders Change
+25
Holders Change %
+8.5%
% of All Funds
5.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
51
Increased
97
Reduced
86
Closed
24
Calls
$294K
Puts
Net Calls
+$294K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$366M +$211M +7,705,670 +162%
RBA
2
Richard Bernstein Advisors
New York
$153M +$125M +4,553,670 +717%
Ameriprise
3
Ameriprise
Minnesota
$117M +$95.1M +3,477,570 +697%
DIP
4
Davis Investment Partners
North Carolina
$56M +$462M +16,894,280 +873%
Wells Fargo
5
Wells Fargo
California
$53.2M +$678K +24,780 +1%
LPL Financial
6
LPL Financial
California
$52.6M +$4.36M +159,620 +10%
Morgan Stanley
7
Morgan Stanley
New York
$48.7M +$5.59M +204,510 +14%
PCH
8
PGIM Custom Harvest
New Jersey
$46.3M -$170K -6,200 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$37.3M +$14.9M +544,080 +75%
BFG
10
Bouchey Financial Group
New York
$34.7M +$97.1K +3,550 +0.3%
JP Morgan Chase
11
JP Morgan Chase
New York
$33M -$351K -12,820 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$32.3M +$11M +402,730 +58%
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$28.8M +$26.8M +980,000 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$26.4M +$23.4M +855,340 +2,045%
Osaic Holdings
15
Osaic Holdings
Arizona
$26M -$1.09K -40 -0%
BWFA
16
Baltimore-Washington Financial Advisors
Maryland
$25.6M +$993K +36,320 +4%
UBS Group
17
UBS Group
Switzerland
$24.8M -$2.94M -107,610 -11%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$23.4M +$7.9M +289,010 +57%
BAAM
19
Baker Avenue Asset Management
California
$14.8M -$187K -6,830 -1%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$13.2M +$12.3M +448,830 New
PF
21
Phoenix Financial
Israel
$12.8M +$7.92M +289,640 +198%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.7M +$1.82M +66,550 +18%
RJA
23
Raymond James & Associates
Florida
$12.4M -$1.71M -62,560 -13%
DWM
24
Destination Wealth Management
California
$10.6M -$2.36M -86,270 -19%
SGDR
25
SPX Gestao de Recursos
Brazil
$9.29M +$8.64M +316,000 New

RSPT Hedge Fund Activity: Q2 2023 in Review

319 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q2 2023, worth a combined $1.63B — up 58% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RSPT positions and 24 closed out — a net gain of 27 holders — while 97 added to existing stakes and 86 trimmed.

The largest buyer was Davis Investment Partners, adding an estimated $462M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $18.2M sold.

  • 319 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $1.63B of Invesco S&P 500 Equal Weight Technology ETF stock for Q2 2023, up 58% quarter-over-quarter.
  • 51 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q2 2023 and 24 closed out, a net change of +27 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q2 2023 was Davis Investment Partners, an estimated $462M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q2 2023 was Arete Wealth Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.