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Invesco S&P 500 Equal Weight Technology ETF

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: 88 (0)

7% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 85

3% less funds holding

Funds holding: 254247 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
101
Laurel Wealth Advisors (California)
California
$1.13M +$4.19K +160 +0.4%
OFG
102
Oxford Financial Group
Indiana
$1.08M
VIM
103
Vista Investment Management
Pennsylvania
$1.05M +$110K +4,220 +12%
RJT
104
Raymond James Trust
Florida
$1.04M
SW
105
SVB Wealth
Massachusetts
$1M +$975K +37,230 New
NC
106
NovaPoint Capital
Georgia
$989K +$49.2K +1,880 +5%
DAS
107
Dynamic Advisor Solutions
Arizona
$977K +$36.7K +1,400 +4%
TRCT
108
Tower Research Capital (TRC)
New York
$973K +$547K +20,910 +138%
GWM
109
Geneos Wealth Management
Colorado
$952K
BRWA
110
B. Riley Wealth Advisors
Florida
$934K +$529K +20,200 +140%
CFAM
111
Center For Asset Management
Florida
$861K -$21.2K -810 -2%
DADC
112
D.A. Davidson & Co
Montana
$795K +$57.3K +2,190 +8%
HWA
113
HHM Wealth Advisors
Tennessee
$782K +$39.3K +1,500 +5%
SIC
114
SFE Investment Counsel
California
$777K -$86.4K -3,300 -10%
MCC
115
Money Concepts Capital
Florida
$775K +$12.8K +490 +2%
NL
116
NWAM LLC
Washington
$728K +$269K +10,260 +61%
ACA
117
Atlas Capital Advisors
Wyoming
$716K -$74.6K -2,850 -10%
IA
118
IFP Advisors
Florida
$706K -$21.5K -820 -3%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$702K -$50.5K -1,930 -7%
FA
120
Faithward Advisors
Pennsylvania
$679K -$18.1K -690 -3%
BWM
121
BigSur Wealth Management
Florida
$675K
HB
122
Homrich & Berg
Georgia
$670K -$6.54K -250 -1%
NIA
123
Northstar Investment Advisors
Colorado
$650K -$2.09K -80 -0.3%
AFM
124
Abbot Financial Management
Massachusetts
$649K +$80.6K +3,080 +15%
Jane Street
125
Jane Street
New York
$644K +$625K +23,870 New

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.