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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
JE
76
JMAC Enterprises
Pennsylvania
$2.04M +$32.4K +1,230 +2%
AA
77
Apriem Advisors
California
$2.01M
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.99M -$412K -15,620 -18%
RA
79
RFG Advisory
Alabama
$1.97M +$289K +10,980 +18%
CAL
80
Capital Analysts LLC
Pennsylvania
$1.97M +$21.9K +830 +1%
GWM
81
Geneos Wealth Management
Colorado
$1.93M +$823K +31,220 +81%
MCM
82
Monument Capital Management
Virginia
$1.91M -$108K -4,090 -6%
KPWS
83
Kestra Private Wealth Services
Texas
$1.85M +$298K +11,310 +20%
BCA
84
Bay Colony Advisors
Massachusetts
$1.69M +$9.49K +360 +0.6%
VBFG
85
Vishria Bird Financial Group
Tennessee
$1.63M -$43K -1,630 -3%
WWM
86
WJ Wealth Management
Arizona
$1.61M +$1.54M +58,360 New
DFA
87
DHJJ Financial Advisors
Illinois
$1.6M -$66.2K -2,510 -4%
TWM
88
Tradition Wealth Management
Minnesota
$1.59M +$1.52M +57,770 New
CA
89
Cetera Advisors
Colorado
$1.57M +$150K +5,700 +11%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$1.51M -$46.9K -1,780 -3%
SWM
91
SeaCrest Wealth Management
New York
$1.49M -$3.69K -140 -0.3%
OL
92
Optas LLC
Texas
$1.41M -$222K -8,410 -14%
JWM
93
Jackson Wealth Management
Florida
$1.39M +$1.33M +50,440 New
VNA
94
Valley National Advisers
Pennsylvania
$1.36M
DAS
95
Dynamic Advisor Solutions
Arizona
$1.36M +$75.1K +2,850 +6%
AFA
96
American Financial Advisors
Georgia
$1.34M -$84.9K -3,220 -6%
FF
97
Friedenthal Financial
New Jersey
$1.33M +$12.4K +470 +1%
CCB
98
Country Club Bank
Missouri
$1.32M -$186K -7,050 -13%
MIG
99
McGuire Investment Group
Rhode Island
$1.32M -$4.75K -180 -0.4%
AWM
100
AE Wealth Management
Kansas
$1.31M -$182K -6,910 -13%

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.