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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
Goldman Sachs
51
Goldman Sachs
New York
$6.15M -$8.19M -242,936 -58%
Corient Private Wealth
52
Corient Private Wealth
Florida
$6.08M +$673K +19,974 +13%
Truist Financial
53
Truist Financial
North Carolina
$6M +$714K +21,179 +14%
NRS
54
Neville Rodie & Shaw
New York
$5.91M +$617K +18,307 +12%
FTS
55
Fifth Third Securities
Ohio
$5.72M -$275K -8,153 -5%
CI
56
Cavalier Investments
Georgia
$5.36M
Lido Advisors
57
Lido Advisors
California
$5.36M +$295K +8,742 +6%
MCM
58
Monument Capital Management
Virginia
$5.35M +$2.67M +79,090 +108%
SAF
59
Smith Anglin Financial
Texas
$5.3M +$484K +14,368 +11%
KAS
60
Kestra Advisory Services
Texas
$5.18M -$142K -4,218 -3%
SRC
61
Sage Rhino Capital
California
$5.17M -$221K -6,545 -4%
HighTower Advisors
62
HighTower Advisors
Illinois
$5.15M -$257K -7,620 -5%
AWS
63
Atria Wealth Solutions
New York
$5M +$1.06M +31,359 +28%
RBCM
64
Raub Brock Capital Management
California
$5M +$4.79M +142,071 New
ASN
65
Advisory Services Network
Georgia
$4.87M -$249K -7,400 -5%
WP
66
WMS Partners
Maryland
$4.85M -$85.3K -2,529 -2%
CRC
67
Curi RMB Capital
Illinois
$4.66M +$4.47M +132,504 New
YWM
68
Yoder Wealth Management
California
$4.32M -$70.4K -2,088 -2%
MW
69
MBL Wealth
North Carolina
$4.3M +$1.78M +52,742 +76%
LWM
70
Laidlaw Wealth Management
New York
$4.03M -$13.9K -411 -0.4%
RFM
71
Royal Fund Management
Florida
$4.02M +$245K +7,268 +7%
VVP
72
Venture Visionary Partners
Ohio
$3.93M +$486K +14,427 +15%
PAS
73
Park Avenue Securities
New York
$3.79M +$184K +5,452 +5%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$3.7M +$18.9K +562 +0.5%
AI
75
Atria Investments
North Carolina
$3.45M +$39K +1,156 +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.