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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
LFA
276
Legend Financial Advisors
Pennsylvania
$11.6K
NSIM
277
North Star Investment Management
Illinois
$9.66K
WP
278
WealthShield Partners
North Carolina
$9.66K +$9.23K +350 New
FGAM
279
Financial Gravity Asset Management
Texas
$8.11K +$8.7K +330 +14%
JWM
280
Janiczek Wealth Management
Colorado
$7.83K
PA
281
Parallel Advisors
California
$6.9K
NMG
282
New Millennium Group
Utah
$6.62K
AWM
283
Avior Wealth Management
Nebraska
$6.62K +$6.33K +240 New
TWC
284
TD Waterhouse Canada
Ontario, Canada
$5.91K +$4.22K +160 New
GWSG
285
GPS Wealth Strategies Group
Colorado
$5.52K +$5.27K +200 New
KFS
286
Kelly Financial Services
Massachusetts
$5.34K
WIM
287
Westside Investment Management
California
$4.97K +$4.75K +180 New
CIA
288
Cape Investment Advisory
Georgia
$4.69K +$4.48K +170 New
Commonwealth Equity Services
289
Commonwealth Equity Services
Massachusetts
$4.59K +$491K +18,610 +13%
FWM
290
Focused Wealth Management
New York
$4.27K
LF
291
Lee Financial
Texas
$4.14K
CCP
292
Carmel Capital Partners
California
$3.86K +$3.69K +140 New
FFA
293
Founders Financial Alliance
North Carolina
$2.76K
IFAM
294
Institutional & Family Asset Management
Colorado
$1.66K
NFSG
295
Newbridge Financial Services Group
Florida
$1.1K
TFA
296
Transamerica Financial Advisors
Florida
$1K
GWSA
297
Global Wealth Strategies & Associates
Colorado
$9
CMS
298
Capital Market Strategies
Florida
-$2.09M -85,860 Closed
Chevy Chase Trust
299
Chevy Chase Trust
Maryland
-$1.7M -70,030 Closed
CWA
300
Capital Wealth Alliance
Arizona
-$932K -38,350 Closed

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.