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Invesco S&P 500 Equal Weight Technology ETF
RSPT

247 hedge funds and large institutions have $1.09B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.08% more ownership

Funds ownership: 410.63% → 441.71% (+31%)

12% more capital invested

Capital invested by funds: $969M → $1.09B (+$121M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

7% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 85

3% less funds holding

Funds holding: 254 → 247 (-7)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
247
Holders Change
-7
Holders Change %
-2.76%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
22
Increased
79
Reduced
85
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$36.8M
2
Goldman Sachs
Goldman Sachs
New York
+$32.8M
3
Bank of America
Bank of America
North Carolina
+$16.4M
4
RBA
Richard Bernstein Advisors
New York
+$14.7M
5
SWM
Sugarloaf Wealth Management
Georgia
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$24.4M
2
Wells Fargo
Wells Fargo
California
-$9.25M
3
JIR
James Investment Research
Ohio
-$6.97M
4
AIM
Astor Investment Management
Illinois
-$6.2M
5
FFN
Focus Financial Network
Minnesota
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
76
DHJJ Financial Advisors
Illinois
$1.76M +$92.9K +3,550 +6%
TWM
77
Tradition Wealth Management
Minnesota
$1.76M -$108K -4,140 -6%
MSS
78
Mitchell Sinkler & Starr
Pennsylvania
$1.74M -$28.8K -1,100 -2%
CCM
79
Cribstone Capital Management
Maine
$1.65M -$200K -7,640 -11%
AFA
80
American Financial Advisors
Georgia
$1.57M +$2.88K +110 +0.2%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$1.55M -$4.19K -160 -0.3%
ACP
82
Ashfield Capital Partners
California
$1.53M -$97.7K -3,730 -6%
CCT
83
Country Club Trust
Missouri
$1.52M +$45.3K +1,730 +3%
APC
84
Aspire Private Capital
North Carolina
$1.48M -$1.93M -73,820 -57%
ACM
85
AlphaStar Capital Management
North Carolina
$1.47M +$16.8K +640 +1%
CAN
86
Cetera Advisor Networks
California
$1.4M -$231K -8,830 -15%
SPFA
87
Summit Place Financial Advisors
New Jersey
$1.39M -$746K -28,500 -36%
VNA
88
Valley National Advisers
Pennsylvania
$1.39M – – –
MIG
89
McGuire Investment Group
Rhode Island
$1.38M – – –
SWM
90
SeaCrest Wealth Management
New York
$1.38M -$46.9K -1,790 -3%
CCA
91
Clearwater Capital Advisors
Illinois
$1.35M -$103K -3,950 -7%
MIM
92
Miller Investment Management
Pennsylvania
$1.3M – – –
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$1.27M +$4.97K +190 +0.4%
CWM
94
Curi Wealth Management
North Carolina
$1.25M +$140K +5,350 +13%
KOC
95
Koss-Olinger Consulting
Florida
$1.25M +$1.22M +46,430 New
ACM
96
Allred Capital Management
Texas
$1.22M -$14.9K -570 -1%
FF
97
Friedenthal Financial
New Jersey
$1.2M -$126K -4,800 -10%
CFA
98
Cahill Financial Advisors
Minnesota
$1.17M -$15.7K -600 -1%
CCMD
99
Cypress Capital Management (Delaware)
Delaware
$1.15M +$3.14K +120 +0.3%
FIM
100
Freedom Investment Management
Connecticut
$1.15M +$1.11M +42,570 New
2 3
4
5 6

RSPT Hedge Fund Activity: Q1 2021 in Review

247 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q1 2021, worth a combined $1.09B — up 12% from $969M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RSPT and 22 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 79 added.

The largest buyer was JP Morgan Chase, adding an estimated $36.8M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $24.4M sold.

  • 247 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q1 2021, down from 254 in Q4 2020.
  • Funds reported $1.09B of Invesco S&P 500 Equal Weight Technology ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $36.8M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q1 2021 was Simplicity Solutions, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2021.