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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
AIM
51
Astor Investment Management
Illinois
$3.77M -$129K -4,900 -3%
YWM
52
Yoder Wealth Management
California
$3.73M +$3.57M +135,270 New
MA
53
Mutual Advisors
Nebraska
$3.67M +$709K +26,910 +25%
Stifel Financial
54
Stifel Financial
Missouri
$3.65M +$148K +5,600 +4%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$3.53M -$8.44K -320 -0.2%
William Blair & Company
56
William Blair & Company
Illinois
$3.53M +$712K +27,020 +27%
MML Investors Services
57
MML Investors Services
Massachusetts
$3.42M -$441K -16,720 -12%
LWM
58
Laidlaw Wealth Management
New York
$3.4M -$339K -12,870 -9%
NRS
59
Neville Rodie & Shaw
New York
$3.37M -$52.7K -2,000 -2%
ASN
60
Advisory Services Network
Georgia
$3.22M +$180K +6,840 +6%
Mariner
61
Mariner
Kansas
$3.17M +$33.2K +1,260 +1%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.05M +$191K +7,260 +7%
WAM
63
Walker Asset Management
Missouri
$2.89M -$72.5K -2,750 -3%
HFM
64
Hartford Financial Management
Connecticut
$2.61M -$1.85K -70 -0.1%
AI
65
Atria Investments
North Carolina
$2.43M -$53.3K -2,020 -2%
VIM
66
Vista Investment Management
Pennsylvania
$2.35M +$75.1K +2,850 +3%
BFO
67
Biltmore Family Office
North Carolina
$2.21M -$89.4K -3,390 -4%
RFM
68
Royal Fund Management
Florida
$2.19M +$527K +19,990 +34%
SI
69
Stephens Inc
Arkansas
$2.18M +$62.2K +2,360 +3%
KCM
70
Kennicott Capital Management
California
$2.17M -$185K -7,030 -8%
EPWM
71
Essex Private Wealth Management
Massachusetts
$2.16M +$8.17K +310 +0.4%
ACG
72
Allen Capital Group
Nebraska
$2.13M +$2.03M +77,180 New
PWA
73
Providence Wealth Advisors
Illinois
$2.08M -$136K -5,170 -6%
CWM
74
Curi Wealth Management
North Carolina
$2.06M +$505K +19,140 +34%
YC
75
Yarbrough Capital
Tennessee
$2.05M +$1.96M +74,180 New

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.