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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
BPA
126
Beacon Pointe Advisors
California
$620K +$44.5K +1,700 +8%
Creative Planning
127
Creative Planning
Kansas
$615K +$62K +2,370 +12%
OC
128
Oppenheimer & Co
New York
$596K -$175K -6,700 -23%
KA
129
Kovack Advisors
Florida
$586K +$47.1K +1,800 +9%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$572K
APW
131
Aurora Private Wealth
New Jersey
$559K -$35.9K -1,370 -6%
FA
132
FMA Advisory
Pennsylvania
$550K +$262 +10 +0%
HR
133
Hayden Royal
North Carolina
$532K
Citadel Advisors
134
Citadel Advisors
Florida
$526K -$1.1M -41,930 -68%
LAS
135
Lloyd Advisory Services
Georgia
$497K -$318K -12,150 -40%
AWA
136
Acorn Wealth Advisors
Michigan
$495K -$126K -4,830 -21%
FWM
137
Focused Wealth Management
New York
$491K -$68.6K -2,620 -13%
FNT
138
First National Trust
Pennsylvania
$485K -$171K -6,540 -27%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$483K +$18.9K +720 +4%
H
140
HoyleCohen
California
$481K -$46.9K -1,790 -9%
BHWM
141
Bay Harbor Wealth Management
Maryland
$458K -$311K -11,860 -41%
Lido Advisors
142
Lido Advisors
California
$454K +$12.8K +490 +3%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$451K +$49.5K +1,890 +13%
NFG
144
Next Financial Group
Texas
$450K -$41.9K -1,600 -9%
APA
145
American Portfolios Advisors
New York
$448K +$368K +14,050 +551%
ACP
146
Aviance Capital Partners
Florida
$446K +$14.4K +550 +3%
CW
147
CreativeOne Wealth
Kansas
$441K -$32.5K -1,240 -7%
KFS
148
Kaizen Financial Strategies
California
$437K
Renaissance Technologies
149
Renaissance Technologies
New York
$432K +$78.5K +3,000 +23%
BWA
150
BDO Wealth Advisors
Florida
$432K +$340K +13,000 +433%

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.