We are live on ! Find out more
RSPT icon

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
CB
276
Commerce Bank
Missouri
$243K
EWM
277
Empirical Wealth Management
Washington
$243K
LSAG
278
Lake Street Advisors Group
New Hampshire
$240K
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$240K -$896K -26,563 -80%
WIA
280
World Investment Advisors
California
$238K +$228K +6,770 New
MOS
281
MGO One Seven
Ohio
$236K -$5.5K -163 -2%
Brown Advisory
282
Brown Advisory
Maryland
$230K
TSWM
283
Triangle Securities Wealth Management
North Carolina
$225K -$9.27K -275 -4%
SSWM
284
Smith Salley Wealth Management
North Carolina
$225K
BJL
285
Brighton Jones LLC
Washington
$224K
PWM
286
Purus Wealth Management
California
$223K +$236 +7 +0.1%
PCA
287
Peddock Capital Advisors
Massachusetts
$222K
MCM
288
Mainstay Capital Management
Michigan
$220K
NWM
289
Northcape Wealth Management
New York
$220K +$210K +6,243 New
JWCA
290
J.W. Cole Advisors
Florida
$217K +$208K +6,180 New
BCM
291
Brookstone Capital Management
Illinois
$214K -$14.1K -417 -6%
CWM
292
Congress Wealth Management
Massachusetts
$213K -$111K -3,280 -35%
NAS
293
NWF Advisory Services
California
$206K +$197K +5,850 New
VWM
294
Venturi Wealth Management
Texas
$205K +$303 +9 +0.2%
SWP
295
Summit Wealth Partners
Florida
$204K +$196K +5,799 New
HL
296
HeadInvest LLC
Maine
$203K -$38K -1,128 -16%
AWM
297
AllSquare Wealth Management
New York
$202K
MA
298
MONECO Advisors
Connecticut
$201K -$59K -1,750 -23%
PO
299
Private Ocean
California
$200K +$236 +7 +0.1%
MSG
300
Main Street Group
Virginia
$192K

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.