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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
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$3.4M -$2.24M -66,374 -41%
SI
77
Stephens Inc
Arkansas
$3.37M -$57.3K -1,700 -2%
VIM
78
Vista Investment Management
Pennsylvania
$3.36M +$230K +6,812 +8%
RWA
79
Redhawk Wealth Advisors
Minnesota
$3.36M +$197K +5,834 +7%
PAG
80
Private Advisory Group
Washington
$3.3M -$43.5K -1,289 -1%
HFM
81
Hartford Financial Management
Connecticut
$3.29M -$104K -3,087 -3%
CAN
82
Cetera Advisor Networks
California
$3.19M +$1.31M +38,802 +75%
WAM
83
Walker Asset Management
Missouri
$3.17M -$132K -3,928 -4%
CMS
84
Capital Market Strategies
Florida
$3.15M +$127K +3,765 +4%
LPT
85
Legacy Private Trust
Wisconsin
$3.09M +$691K +20,497 +30%
CAL
86
Capital Analysts LLC
Pennsylvania
$2.93M +$65.9K +1,956 +2%
CA
87
Cetera Advisors
Colorado
$2.86M +$441K +13,080 +19%
HFF
88
Halter Ferguson Financial
Indiana
$2.85M -$531K -15,759 -16%
EAM
89
Empirical Asset Management
Massachusetts
$2.77M +$2.66M +78,780 New
JE
90
JMAC Enterprises
Pennsylvania
$2.77M +$72.3K +2,146 +3%
TCA
91
Transcend Capital Advisors
New Jersey
$2.75M -$49.1K -1,456 -2%
BFO
92
Biltmore Family Office
North Carolina
$2.74M -$44K -1,306 -2%
NA
93
NewEdge Advisors
Louisiana
$2.68M -$182K -5,413 -7%
KCM
94
Kennicott Capital Management
California
$2.67M
ACG
95
Allen Capital Group
Nebraska
$2.65M -$26.5K -786 -1%
YC
96
Yarbrough Capital
Tennessee
$2.61M
VAS
97
Valicenti Advisory Services
New York
$2.58M -$58.8K -1,744 -2%
William Blair & Company
98
William Blair & Company
Illinois
$2.56M +$23.9K +709 +1%
AA
99
Apriem Advisors
California
$2.52M +$67 +2 +0%
EPWM
100
Essex Private Wealth Management
Massachusetts
$2.43M -$7.01K -208 -0.3%

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.