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Invesco S&P 500 Equal Weight Technology ETF
RSPT

247 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.08% more ownership

Funds ownership: 410.63% → 441.71% (+31%)

12% more capital invested

Capital invested by funds: $969M → $1.09B (+$121M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

7% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 85

3% less funds holding

Funds holding: 254 → 247 (-7)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
247
Holders Change
-7
Holders Change %
-2.76%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
22
Increased
79
Reduced
85
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$36.8M
2
Goldman Sachs
Goldman Sachs
New York
+$32.8M
3
Bank of America
Bank of America
North Carolina
+$16.4M
4
RBA
Richard Bernstein Advisors
New York
+$14.7M
5
SWM
Sugarloaf Wealth Management
Georgia
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$24.4M
2
Wells Fargo
Wells Fargo
California
-$9.25M
3
JIR
James Investment Research
Ohio
-$6.97M
4
AIM
Astor Investment Management
Illinois
-$6.2M
5
FFN
Focus Financial Network
Minnesota
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
226
Front Row Advisors
California
$24K – – –
HPC
227
HM Payson & Co
Maine
$22K – – –
AF
228
Advisornet Financial
Minnesota
$21K – – –
BBPWM
229
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
POIA
230
Pin Oak Investment Advisors
Texas
$20K – – –
OIA
231
Optimum Investment Advisors
Illinois
$16K – – –
LWA
232
Lowe Wealth Advisors
Maryland
$15K – – –
TIM
233
Tortoise Investment Management
New York
$14K – – –
SMG
234
Spectrum Management Group
Indiana
$13K – – –
WCAMG
235
Woodard & Company Asset Management Group
North Carolina
$13K – – –
S
236
SignatureFD
Georgia
$8K -$42.7K -1,630 -84%
HR
237
Howe & Rusling
New York
$8K -$524 -20 -6%
PA
238
Parallel Advisors
California
$7K – – –
IFAM
239
Institutional & Family Asset Management
Colorado
$6K +$6.02K +230 New
KFS
240
Kelly Financial Services
Massachusetts
$5.15K – – –
LF
241
Lee Financial
Texas
$4K – – –
FFA
242
Founders Financial Alliance
North Carolina
$3K +$2.62K +100 New
APWM
243
Atlas Private Wealth Management
New York
$1K – – –
MA
244
Montag & Associates
Georgia
$1K +$1.05K +40 New
MA
245
MBA Advisors
Pennsylvania
$489 +$474K +18,120 New
MIH
246
Meitav Investment House
Israel
$461 +$64.4K +2,460 +17%
SWM
247
Sugarloaf Wealth Management
Georgia
$7 +$11.3M +432,900 +173,160%
SS
248
Simplicity Solutions
Minnesota
– -$24.4M -963,280 Closed
FFN
249
Focus Financial Network
Minnesota
– -$6.1M -240,710 Closed
FEM
250
Fulcrum Equity Management
Texas
– -$3.13M -123,470 Closed
7 8 9
10
11

RSPT Hedge Fund Activity: Q1 2021 in Review

247 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2021, worth a combined $1.09B — up 12% from $969M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RSPT and 22 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 79 added.

The largest buyer was JP Morgan Chase, adding an estimated $36.8M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $24.4M sold.

  • 247 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2021, down from 254 in Q4 2020.
  • Funds reported $1.09B of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $36.8M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2021 was Simplicity Solutions, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2021.