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Invesco S&P 500 Equal Weight Technology ETF

294 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Equal Weight Technology ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 92 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more funds holding

Funds holding: 282294 (+12)

6% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 98

39.57% less ownership

Funds ownership: 451.8%412.23% (-40%)

86% less call options, than puts

Call options by funds: $193K | Put options by funds: $1.41M

95% less capital invested

Capital invested by funds: $20B → $1.03B (-$19B)

Holders
294
Holders Change
+12
Holders Change %
+4.26%
% of All Funds
4.69%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
42
Increased
92
Reduced
98
Closed
24
Calls
$193K
Puts
$1.41M
Net Calls
-$1.21M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
226
Carmichael Hill & Associates
Maryland
$178K -$791 -30 -0.5%
AWM
227
AllSquare Wealth Management
New York
$159K
KM
228
Kalos Management
Georgia
$156K
HI
229
Harbour Investments
Wisconsin
$150K -$54K -2,050 -27%
Franklin Resources
230
Franklin Resources
California
$149K
AFG
231
Albion Financial Group
Utah
$143K -$38K -1,440 -22%
WWMSC
232
Wagner Wealth Management (South Carolina)
South Carolina
$136K +$264 +10 +0.2%
RWPA
233
Richard W. Paul & Associates
Michigan
$135K +$264 +10 +0.2%
Citigroup
234
Citigroup
New York
$133K -$19.8K -750 -13%
GT
235
Glenmede Trust
Pennsylvania
$122K
AAS
236
Ameritas Advisory Services
Nebraska
$111K +$106K +4,020 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$86.9K
Belvedere Trading
238
Belvedere Trading
Illinois
$83.9K +$80.2K +3,040 New
HIA
239
Harbor Investment Advisory
Maryland
$83.6K
MFT
240
Moisand Fitzgerald Tamayo
Florida
$82.8K +$79.1K +3,000 New
APC
241
Aspire Private Capital
North Carolina
$77.8K -$6.59K -250 -8%
FHA
242
First Horizon Advisors
Tennessee
$75.3K
CSPIA
243
Cary Street Partners Investment Advisory
Virginia
$69K
TFA
244
Toth Financial Advisory
Virginia
$63.5K
HCM
245
Hollencrest Capital Management
California
$62.1K
GRP
246
Global Retirement Partners
California
$59.7K +$264 +10 +0.4%
BL
247
Balentine LLC
Georgia
$58.8K +$56.2K +2,130 New
TFP
248
Tilia Fiduciary Partners
North Carolina
$56.3K
NL
249
NVWM LLC
Pennsylvania
$55.2K +$52.7K +2,000 New
AIP
250
Ameritas Investment Partners
Nebraska
$55K

RSPT Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2023, worth a combined $1.03B — down 95% from $20B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RSPT positions and 24 closed out — a net gain of 18 holders — while 92 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Freedom Investment Management, cutting an estimated $5.79M.

  • 294 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2023, up from 282 in Q4 2022.
  • Funds reported $1.03B of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2023, down 95% quarter-over-quarter.
  • 42 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2023 and 24 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2023 was Bank of America, an estimated $15.3M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2023 was Freedom Investment Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q1 2023.