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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
AWM
26
Activest Wealth Management
Florida
$14.3M +$1.04M +30,773 +8%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$14.1M +$6.75M +200,331 +100%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$14M +$6.61M +196,161 +98%
RJA
29
Raymond James & Associates
Florida
$12.2M -$1.27M -37,663 -10%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$11.8M +$590K +17,494 +5%
PAG
31
Private Advisor Group
New Jersey
$11.5M -$377K -11,177 -3%
Cerity Partners
32
Cerity Partners
New York
$11.4M +$606K +17,975 +6%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1M +$4.8M +142,355 +82%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$483K +14,332 +5%
DWM
35
Destination Wealth Management
California
$9.97M -$509K -15,093 -5%
Mariner
36
Mariner
Kansas
$9.77M +$6.81M +201,953 +267%
DA
37
Detalus Advisors
Missouri
$9.46M +$777K +23,040 +9%
CWM
38
Chicago Wealth Management
Illinois
$9.13M +$64.3K +1,908 +0.7%
CCM
39
Condor Capital Management
New Jersey
$8.79M -$81.5K -2,418 -1%
CWA
40
Cascade Wealth Advisors
Washington
$8.47M +$8.41M +249,319 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$8.23M +$5.2M +154,361 +194%
SAM
42
SignalPoint Asset Management
Missouri
$8.04M -$468K -13,871 -6%
Stifel Financial
43
Stifel Financial
Missouri
$7.97M +$471K +13,968 +7%
FFWA
44
FRG Family Wealth Advisors
Washington
$7.58M -$166K -4,925 -2%
TB
45
Treynor Bancshares
Iowa
$7.57M -$1.47M -43,731 -17%
WLPWM
46
Walled Lake Planning & Wealth Management
Illinois
$7.36M +$28.1K +833 +0.4%
RIA
47
Regal Investment Advisors
Michigan
$7.19M +$140K +4,159 +2%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$7.14M -$227K -6,725 -3%
ICM
49
Islay Capital Management
Texas
$6.93M -$11K -327 -0.2%
JPLA
50
Joseph P. Lucia & Associates
New York
$6.58M -$67.5K -2,003 -1%

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.