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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
Cerity Partners
101
Cerity Partners
New York
$1.28M -$11.1K -420 -0.9%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$1.28M -$26.1K -990 -2%
Creative Planning
103
Creative Planning
Kansas
$1.21M +$201K +7,640 +21%
VCP
104
Verus Capital Partners
Arizona
$1.19M -$98.9K -3,750 -8%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$1.15M -$105K -4,000 -9%
RJT
106
Raymond James Trust
Florida
$1.14M
PG
107
Prostatis Group
Maryland
$1.14M +$67.2K +2,550 +7%
OCPWS
108
One Charles Private Wealth Services
Massachusetts
$1.09M +$147K +5,580 +16%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$1.09M -$607K -23,030 -37%
CFA
110
Cahill Financial Advisors
Minnesota
$1.07M -$12.4K -470 -1%
RC
111
Rovin Capital
Arizona
$1.05M -$271K -10,290 -21%
HWM
112
Horizon Wealth Management
Illinois
$1.02M +$973K +36,900 New
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$997K +$35.1K +1,330 +4%
HWA
114
HHM Wealth Advisors
Tennessee
$972K +$59.3K +2,250 +7%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$927K +$97K +3,680 +12%
CCA
116
Clearwater Capital Advisors
Illinois
$916K -$320K -12,130 -27%
PTC
117
Private Trust Company
Ohio
$902K +$811K +30,770 +1,603%
ICM
118
Islay Capital Management
Texas
$892K -$3.38M -128,310 -80%
CA
119
Clearstead Advisors
Ohio
$890K -$5.54K -210 -0.6%
BMCM
120
Bryn Mawr Capital Management
Pennsylvania
$864K -$6.59K -250 -0.8%
MWM
121
Melfa Wealth Management
Massachusetts
$861K +$1.05K +40 +0.1%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$851K -$2.9K -110 -0.4%
GA
123
Goldstein Advisors
Wisconsin
$846K -$40.9K -1,550 -5%
AFM
124
Abbot Financial Management
Massachusetts
$842K +$4.48K +170 +0.6%
CWA
125
Canvas Wealth Advisors
Kansas
$841K -$497K -18,860 -37%

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.