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Invesco S&P 500 Equal Weight Technology ETF

353 hedge funds and large institutions have $2.06B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $1.64B → $2.06B (+$418M)

13% more funds holding

Funds holding: 312353 (+41)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.26% less ownership

Funds ownership: 57.83%57.57% (-0.26%)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

Holders
353
Holders Change
+41
Holders Change %
+13.14%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
63
Increased
98
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$419M -$23.9M -814,045 -6%
RBA
2
Richard Bernstein Advisors
New York
$184M -$13.1M -447,469 -7%
Ameriprise
3
Ameriprise
Minnesota
$177M -$3.34M -113,569 -2%
Morgan Stanley
4
Morgan Stanley
New York
$136M +$68.3M +2,326,868 +127%
Wells Fargo
5
Wells Fargo
California
$63.5M +$1.16M +39,572 +2%
LPL Financial
6
LPL Financial
California
$61.3M +$1.45M +49,339 +3%
DIP
7
Davis Investment Partners
North Carolina
$54.6M -$3.45M -117,491 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$46.1M +$11.7M +396,888 +39%
PCH
9
PGIM Custom Harvest
New Jersey
$45M -$4.55M -154,940 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$43.9M +$4.28M +145,600 +12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$42.8M -$164K -5,593 -0.4%
BFG
12
Bouchey Financial Group
New York
$40.8M +$1.16M +39,651 +3%
UBS Group
13
UBS Group
Switzerland
$40M +$8.58M +292,119 +31%
Osaic Holdings
14
Osaic Holdings
Arizona
$36.8M -$11.2M -382,223 -25%
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$32M
BWFA
16
Baltimore-Washington Financial Advisors
Maryland
$29.7M +$873K +29,712 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$27.7M -$1.84M -62,510 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$20.4M +$7.73M +263,238 +73%
BAAM
19
Baker Avenue Asset Management
California
$17.2M +$533K +18,135 +4%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$14.5M -$382K -13,020 -3%
Goldman Sachs
21
Goldman Sachs
New York
$13.6M +$7.54M +256,649 +159%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$13.4M +$12.1M +411,303 New
RJA
23
Raymond James & Associates
Florida
$12.5M -$989K -33,653 -8%
AWM
24
Activest Wealth Management
Florida
$12.2M +$221K +7,507 +2%
PF
25
Phoenix Financial
Israel
$11.7M +$442K +15,060 +4%

RSPT Hedge Fund Activity: Q4 2023 in Review

353 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2023, worth a combined $2.06B — up 25% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RSPT positions and 19 closed out — a net gain of 44 holders — while 98 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $68.3M. The largest seller was Bank of America, cutting an estimated $23.9M.

  • 353 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2023, up from 312 in Q3 2023.
  • Funds reported $2.06B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 63 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2023 and 19 closed out, a net change of +44 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2023 was Morgan Stanley, an estimated $68.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2023 was Bank of America, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2023.