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Invesco S&P 500 Equal Weight Technology ETF
RSPT

369 hedge funds and large institutions have $5.02B invested in Invesco S&P 500 Equal Weight Technology ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more capital invested

Capital invested by funds: $1.56B → $5.02B (+$3.46B)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

0.98% more ownership

Funds ownership: 45.06% → 46.04% (+0.98%)

0% more funds holding

Funds holding: 368 → 369 (+1)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

17% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 127

43% less call options, than puts

Call options by funds: $86K | Put options by funds: $150K

Holders
369
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
4.86%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
39
Increased
105
Reduced
127
Closed
30
Calls
$86K
Puts
$150K
Net Calls
-$64K
Net Calls Change
+$308K

Top Buyers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
+$49.7M
2
IAA
Independent Advisor Alliance
North Carolina
+$18.5M
3
Wells Fargo
Wells Fargo
California
+$17.3M
4
SG
StoneX Group
New York
+$16.5M
5
AF
Allworth Financial
California
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
BFG
Bouchey Financial Group
New York
-$21.6M
2
Morgan Stanley
Morgan Stanley
New York
-$19.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.9M
4
TWC
TD Waterhouse Canada
Ontario, Canada
-$9.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$3.59M -$348K -9,127 -7%
CMS
77
Capital Market Strategies
Florida
$3.52M +$33.6K +882 +0.9%
HFM
78
Hartford Financial Management
Connecticut
$3.5M – – –
MW
79
MBL Wealth
North Carolina
$3.4M -$22.8K -599 -0.7%
PS
80
Principal Securities
Iowa
$3.4M +$3.23M +84,658 +1,351%
WAM
81
Walker Asset Management
Missouri
$3.16M -$63K -1,652 -2%
JE
82
JMAC Enterprises
Pennsylvania
$3.07M +$66K +1,730 +2%
Creative Planning
83
Creative Planning
Kansas
$3.04M +$287K +7,521 +10%
QCM
84
Quantinno Capital Management
New York
$2.9M +$364K +9,535 +14%
HFF
85
Halter Ferguson Financial
Indiana
$2.89M +$50.2K +1,317 +2%
PAW
86
Plan A Wealth
Nebraska
$2.81M +$2.86M +75,062 New
EAM
87
Empirical Asset Management
Massachusetts
$2.81M – – –
YC
88
Yarbrough Capital
Tennessee
$2.78M – – –
KCM
89
Kennicott Capital Management
California
$2.73M -$113K -2,969 -4%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$2.72M +$191K +5,012 +7%
AA
91
Apriem Advisors
California
$2.68M +$76 +2 +0%
ACG
92
Allen Capital Group
Nebraska
$2.67M -$82.1K -2,153 -3%
BFO
93
Biltmore Family Office
North Carolina
$2.66M -$48.6K -1,275 -2%
BCA
94
Bay Colony Advisors
Massachusetts
$2.52M +$11.7K +307 +0.5%
BNMT
95
Bawa N Mallick Trust
New York
$2.4M +$2.44M +64,080 New
FA
96
Fortis Advisors
Pennsylvania
$2.3M +$65.7K +1,724 +3%
VBFG
97
Vishria Bird Financial Group
Tennessee
$2.21M – – –
DFA
98
DHJJ Financial Advisors
Illinois
$2.19M -$1.14K -30 -0.1%
VAS
99
Valicenti Advisory Services
New York
$2.12M -$112K -2,950 -5%
SA
100
Sanctuary Advisors
Indiana
$2M -$272K -7,136 -12%
2 3
4
5 6

RSPT Hedge Fund Activity: Q4 2024 in Review

369 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2024, worth a combined $5.02B — up 221% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RSPT positions and 30 closed out — a net gain of 9 holders — while 105 added to existing stakes and 127 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $49.7M. The largest seller was Bouchey Financial Group, cutting an estimated $21.6M.

  • 369 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2024, up from 368 in Q3 2024.
  • Funds reported $5.02B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2024, up 221% quarter-over-quarter.
  • 39 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2024 and 30 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2024 was Meitav Investment House, an estimated $49.7M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2024 was Bouchey Financial Group, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2024.