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Invesco S&P 500 Equal Weight Technology ETF

301 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

11% more funds holding

Funds holding: 272301 (+29)

5% more capital invested

Capital invested by funds: $1.22B → $1.28B (+$61.5M)

17.64% less ownership

Funds ownership: 450.69%433.05% (-18%)

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 101

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
4.63%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
50
Increased
68
Reduced
101
Closed
16
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
26
FRG Family Wealth Advisors
Washington
$8.74M -$971K -31,350 -10%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$8.18M -$22K -710 -0.3%
CCM
28
Condor Capital Management
New Jersey
$8.11M -$9.6K -310 -0.1%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.87M +$264K +8,510 +4%
SAM
30
SignalPoint Asset Management
Missouri
$7.39M -$2.86M -92,300 -29%
PAG
31
Private Advisor Group
New Jersey
$7.28M +$2.12M +68,300 +44%
DWM
32
Dakota Wealth Management
Florida
$7.25M +$391K +12,630 +6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$7.24M +$1.42M +45,980 +26%
FIM
34
Freedom Investment Management
Connecticut
$7.14M +$5.58M +180,090 +449%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$7.08M +$106K +3,410 +2%
CWA
36
Centennial Wealth Advisory
Michigan
$7.01M -$3.8M -122,590 -36%
KAS
37
Kestra Advisory Services
Texas
$7M -$1.55M -50,100 -19%
JPLA
38
Joseph P. Lucia & Associates
New York
$6.8M +$395K +12,740 +6%
OMC
39
Old Mission Capital
Illinois
$6.78M +$6.48M +209,290 New
JMPWA
40
JP Morgan Private Wealth Advisors
California
$6.78M -$35.6K -1,150 -0.5%
AI
41
Atria Investments
North Carolina
$6.54M -$1.82M -58,680 -23%
GM
42
GeoWealth Management
Illinois
$5.88M -$3.98M -128,640 -41%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5.78M -$1.92M -61,960 -26%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$5.46M -$310K -10,000 -6%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$5.37M +$2.96M +95,410 +140%
SRC
46
Sage Rhino Capital
California
$5.1M -$226K -7,310 -4%
Stifel Financial
47
Stifel Financial
Missouri
$4.89M +$601K +19,390 +15%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$4.82M -$21.7K -700 -0.5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$4.75M -$7.13K -230 -0.2%
PWA
50
Providence Wealth Advisors
Illinois
$4.54M +$175K +5,640 +4%

RSPT Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2021, worth a combined $1.28B — up 5.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RSPT positions and 16 closed out — a net gain of 34 holders — while 68 added to existing stakes and 101 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $6.48M. The largest seller was Wells Fargo, cutting an estimated $34.1M.

  • 301 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2021, up from 272 in Q3 2021.
  • Funds reported $1.28B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 50 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2021 and 16 closed out, a net change of +34 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2021 was Old Mission Capital, an estimated $6.48M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2021 was Wells Fargo, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2021.