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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
AWM
26
Activest Wealth Management
Florida
$9.19M +$5.92M +224,410 +198%
SFG
27
Snider Financial Group
Washington
$9.1M -$612K -23,210 -7%
SAM
28
SignalPoint Asset Management
Missouri
$7.36M +$124K +4,720 +2%
FIM
29
Freedom Investment Management
Connecticut
$7.07M -$5.79M -219,670 -46%
CCM
30
Condor Capital Management
New Jersey
$6.91M -$210K -7,950 -3%
FFWA
31
FRG Family Wealth Advisors
Washington
$6.64M -$201K -7,620 -3%
DA
32
Detalus Advisors
Missouri
$6.11M +$5.84M +221,390 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$5.85M +$927K +35,170 +20%
PAG
34
Private Advisor Group
New Jersey
$5.69M +$2.57M +97,660 +90%
WLPWM
35
Walled Lake Planning & Wealth Management
Illinois
$5.68M -$267K -10,130 -5%
RIA
36
Regal Investment Advisors
Michigan
$5.52M +$149K +5,640 +3%
JPLA
37
Joseph P. Lucia & Associates
New York
$5.51M -$42.7K -1,620 -0.8%
WP
38
WMS Partners
Maryland
$5.34M -$1.85M -70,300 -27%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.21M -$254K -9,650 -5%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.03M +$370K +14,020 +8%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$4.83M -$78.8K -2,990 -2%
SRC
42
Sage Rhino Capital
California
$4.65M -$56.4K -2,140 -1%
FTS
43
Fifth Third Securities
Ohio
$4.43M +$1.96M +74,430 +87%
Truist Financial
44
Truist Financial
North Carolina
$4.25M +$2.85M +108,130 +236%
FFN
45
Focus Financial Network
Minnesota
$4.14M +$38K +1,440 +1%
PF
46
Phoenix Financial
Israel
$4.04M +$1.02M +38,740 +36%
TB
47
Treynor Bancshares
Iowa
$3.94M -$2.22M -84,070 -37%
Corient Private Wealth
48
Corient Private Wealth
Florida
$3.91M +$2.15M +81,730 +136%
Lido Advisors
49
Lido Advisors
California
$3.85M +$3M +113,960 +447%
KAS
50
Kestra Advisory Services
Texas
$3.83M -$276K -10,460 -7%

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.