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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
BCA
101
Bay Colony Advisors
Massachusetts
$2.38M +$33.9K +1,006 +2%
HIC
102
Hartline Investment Corp
Illinois
$2.38M +$2.28M +67,621 New
FFN
103
Focus Financial Network
Minnesota
$2.37M +$17.8K +529 +0.7%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$2.36M +$1.32M +39,017 +139%
MML Investors Services
105
MML Investors Services
Massachusetts
$2.35M -$388K -11,494 -15%
HWM
106
Horizon Wealth Management
Illinois
$2.31M -$17.9K -532 -0.8%
LNC
107
Lincoln National Corp
Pennsylvania
$2.27M +$29.3K +868 +1%
PFS
108
Prospera Financial Services
Texas
$2.13M +$2.04M +60,524 New
VBFG
109
Vishria Bird Financial Group
Tennessee
$2.08M
DFA
110
DHJJ Financial Advisors
Illinois
$2.01M +$96K +2,848 +5%
Nomura Asset Management
111
Nomura Asset Management
Japan
$1.99M +$1.9M +56,500 New
TWM
112
Tradition Wealth Management
Minnesota
$1.91M +$2.5K +74 +0.1%
FIM
113
Freedom Investment Management
Connecticut
$1.86M -$525K -15,584 -23%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$1.8M -$9.24K -274 -0.5%
SWM
115
SeaCrest Wealth Management
New York
$1.8M +$91.6K +2,717 +6%
DAS
116
Dynamic Advisor Solutions
Arizona
$1.76M +$71.6K +2,125 +4%
AFA
117
American Financial Advisors
Georgia
$1.71M +$1.04K +31 +0.1%
Creative Planning
118
Creative Planning
Kansas
$1.67M +$137K +4,067 +9%
CCB
119
Country Club Bank
Missouri
$1.66M -$10.1K -300 -0.6%
JWM
120
Jackson Wealth Management
Florida
$1.64M -$149K -4,431 -9%
PA
121
PFG Advisors
Arizona
$1.63M -$127K -3,757 -8%
FPAS
122
Focus Partners Advisor Solutions
Missouri
$1.6M +$406K +12,043 +36%
VNA
123
Valley National Advisers
Pennsylvania
$1.58M +$4.01K +119 +0.3%
RJT
124
Raymond James Trust
Florida
$1.58M +$4.18K +124 +0.3%
FF
125
Friedenthal Financial
New Jersey
$1.58M -$123K -3,645 -8%

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.