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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
VWA
251
Visionary Wealth Advisors
Illinois
– -$2.82M -111,320 Closed
BCM
252
Barometer Capital Management
Ontario, Canada
– -$963K -38,000 Closed
KWM
253
Kingsview Wealth Management
Oregon
– -$662K -26,120 Closed
RIA
254
Regal Investment Advisors
Michigan
– -$605K -23,860 Closed
UCFA
255
United Capital Financial Advisors
Texas
– -$576K -22,700 Closed
CWA
256
Capital Wealth Alliance
Arizona
– -$566K -21,800 Closed
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
– -$448K -17,680 Closed
EWA
258
Exencial Wealth Advisors
Oklahoma
– -$295K -11,650 Closed
IWM
259
IHT Wealth Management
Illinois
– -$263K -10,370 Closed
BWCS
260
Beirne Wealth Consulting Services
Connecticut
– -$254K -10,000 Closed
VWA
261
V Wealth Advisors
Kansas
– -$212K -8,360 Closed
FFA
262
First Foundation Advisors
California
– -$201K -7,930 Closed
PCA
263
Peddock Capital Advisors
Massachusetts
– -$160K -6,300 Closed
CF
264
Centaurus Financial
California
– -$106K -4,200 Closed
PMFA
265
Plante Moran Financial Advisors
Michigan
– -$93K -3,680 Closed
PWM
266
Perigon Wealth Management
California
– -$76K -3,000 Closed
PO
267
Private Ocean
California
– -$60K -2,370 Closed
HIIFS
268
Harel Insurance Investments & Financial Services
Israel
– -$130K -1,600 Closed
BWA
269
Burt Wealth Advisors
Maryland
– -$13K -530 Closed
PFO
270
Pathstone Family Office
New Jersey
– -$13K -500 Closed
CYG
271
Clean Yield Group
Vermont
– -$7K -260 Closed
FWP
272
FAS Wealth Partners
Kansas
– -$1K -60 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.