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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
CWA
26
Centennial Wealth Advisory
Michigan
$8.17M +$571K +21,820 +8%
MA
27
Mutual Advisors
Nebraska
$7.38M +$196K +7,480 +3%
KAS
28
Kestra Advisory Services
Texas
$6.86M +$2.45M +93,660 +58%
CCM
29
Condor Capital Management
New Jersey
$6.86M -$73.6K -2,810 -1%
AI
30
Atria Investments
North Carolina
$6.82M -$901K -34,430 -12%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$6.41M -$581K -22,210 -9%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.25M +$71.2K +2,720 +1%
Citigroup
33
Citigroup
New York
$5.96M +$54.2K +2,070 +0.9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.6M +$2.04M +77,850 +60%
CI
35
Cavalier Investments
Georgia
$5.34M +$357K +13,650 +7%
JPLA
36
Joseph P. Lucia & Associates
New York
$5.07M +$114K +4,360 +2%
DWM
37
Dakota Wealth Management
Florida
$5.02M -$317K -12,090 -6%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$5M +$288K +10,990 +6%
ICM
39
Islay Capital Management
Texas
$4.96M -$5.04M -192,380 -51%
FTUS
40
Flow Traders U.S.
New York
$4.91M +$4.76M +181,750 New
BAAM
41
Baker Avenue Asset Management
California
$4.76M -$3.84M -146,610 -45%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$4.63M +$3.41M +130,120 +314%
SRC
43
Sage Rhino Capital
California
$4.55M -$74.4K -2,840 -2%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$4.23M +$29.1K +1,110 +0.7%
OWA
45
Outlook Wealth Advisors
Texas
$4.22M -$126K -4,800 -3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$4.19M +$340K +12,970 +9%
Stifel Financial
47
Stifel Financial
Missouri
$3.79M -$292K -11,140 -7%
SBL
48
Sargent Bickham Lagudis
Colorado
$3.79M -$231K -8,830 -6%
PWA
49
Providence Wealth Advisors
Illinois
$3.71M +$275K +10,490 +8%
EPWM
50
Essex Private Wealth Management
Massachusetts
$3.67M -$238K -9,080 -6%
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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.