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Invesco S&P 500 Equal Weight Technology ETF

375 hedge funds and large institutions have $2.22B invested in Invesco S&P 500 Equal Weight Technology ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $2.06B → $2.22B (+$165M)

6% more funds holding

Funds holding: 353375 (+22)

1% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 118

1.53% less ownership

Funds ownership: 57.57%56.04% (-1.5%)

20% less call options, than puts

Call options by funds: $577K | Put options by funds: $721K

Holders
375
Holders Change
+22
Holders Change %
+6.23%
% of All Funds
5.4%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
43
Increased
119
Reduced
118
Closed
20
Calls
$577K
Puts
$721K
Net Calls
-$144K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
251
Independent Financial Group
California
$281K +$269K +7,981 New
VWM
252
VCI Wealth Management
Missouri
$279K -$83.8K -2,485 -24%
FIM
253
FWL Investment Management
Texas
$278K -$270K -8,000 -50%
Pathstone Holdings
254
Pathstone Holdings
New Jersey
$277K +$3.91K +116 +1%
LWANC
255
Laurel Wealth Advisors (North Carolina)
North Carolina
$272K +$18.5K +550 +8%
TPW
256
Tiller Private Wealth
Pennsylvania
$271K +$14.8K +440 +6%
CA
257
Continuum Advisory
Idaho
$267K
RWM
258
Ritholtz Wealth Management
New York
$264K -$236 -7 -0.1%
MSS
259
Mitchell Sinkler & Starr
Pennsylvania
$264K -$1.55M -45,850 -86%
NAM
260
NorthCrest Asset Manangement
Minnesota
$263K +$506 +15 +0.2%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$261K +$13.7K +405 +6%
SFC
262
Strategic Financial Concepts
Texas
$258K +$247K +7,330 New
Baird Financial Group
263
Baird Financial Group
Wisconsin
$255K +$35.1K +1,042 +17%
CC
264
Callan Capital
California
$255K
UL
265
Unionview LLC
Washington
$254K +$303 +9 +0.1%
AWM
266
Avaii Wealth Management
Wisconsin
$251K -$535K -15,860 -69%
SIMG
267
Sonora Investment Management Group
Arizona
$250K +$12.8K +381 +6%
AAS
268
Ameritas Advisory Services
Nebraska
$248K +$254K +7,540 New
FFA
269
First Foundation Advisors
California
$247K +$67 +2 +0%
SMA
270
Seven Mile Advisory
New Jersey
$246K
BCI
271
Brinker Capital Investments
Pennsylvania
$245K
OPS
272
Orion Portfolio Solutions
Nebraska
$245K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$245K
AIA
274
Arbor Investment Advisors
North Carolina
$243K -$19.3K -572 -8%
EWA
275
Exencial Wealth Advisors
Oklahoma
$243K -$29K -860 -11%

RSPT Hedge Fund Activity: Q1 2024 in Review

375 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2024, worth a combined $2.22B — up 8% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RSPT positions and 20 closed out — a net gain of 23 holders — while 119 added to existing stakes and 118 trimmed.

The largest buyer was TD Waterhouse Canada, opening a new position worth an estimated $18.4M. The largest seller was Morgan Stanley, cutting an estimated $48M.

  • 375 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2024, up from 353 in Q4 2023.
  • Funds reported $2.22B of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2024, up 8% quarter-over-quarter.
  • 43 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2024 and 20 closed out, a net change of +23 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2024 was TD Waterhouse Canada, an estimated $18.4M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2024 was Morgan Stanley, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2024.