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Invesco S&P 500 Equal Weight Technology ETF

301 hedge funds and large institutions have $1.28B invested in Invesco S&P 500 Equal Weight Technology ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 68 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

11% more funds holding

Funds holding: 272301 (+29)

5% more capital invested

Capital invested by funds: $1.22B → $1.28B (+$61.5M)

17.64% less ownership

Funds ownership: 450.69%433.05% (-18%)

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 101

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
4.63%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
50
Increased
68
Reduced
101
Closed
16
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
RFG Advisory
Alabama
$844K +$807K +26,050 New
ACA
127
Atlas Capital Advisors
Wyoming
$840K
IA
128
IFP Advisors
Florida
$837K
IWA
129
IBEX Wealth Advisors
New Jersey
$822K +$83.6K +2,700 +12%
BWM
130
BigSur Wealth Management
Florida
$810K
OC
131
Oppenheimer & Co
New York
$801K +$15.5K +500 +2%
Financial Engines Advisors
132
Financial Engines Advisors
California
$795K +$1.86K +60 +0.2%
PSF
133
Pacific Sun Financial
California
$736K -$13.9K -450 -2%
CIC
134
Carnegie Investment Counsel
Ohio
$729K -$59.5K -1,920 -8%
AA
135
Advisory Alpha
Michigan
$728K +$696K +22,470 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$720K +$689K +22,230 New
KA
137
Kovack Advisors
Florida
$710K +$21.7K +700 +3%
Lido Advisors
138
Lido Advisors
California
$703K +$41.8K +1,350 +7%
MIM
139
Miller Investment Management
Pennsylvania
$701K -$581K -18,760 -46%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$673K -$49.6K -1,600 -7%
APW
141
Aurora Private Wealth
New Jersey
$665K +$620 +20 +0.1%
NL
142
NWAM LLC
Washington
$652K -$177K -5,730 -22%
HWM
143
HB Wealth Management
Georgia
$650K +$621K +20,060 New
APA
144
American Portfolios Advisors
New York
$645K -$452K -14,600 -42%
KWM
145
Kaydan Wealth Management
Michigan
$633K +$605K +19,540 New
BPA
146
Beacon Pointe Advisors
California
$595K -$728K -23,500 -56%
AWA
147
Acorn Wealth Advisors
Michigan
$591K +$620 +20 +0.1%
DC
148
Davenport & Co
Virginia
$589K -$299K -9,650 -35%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$584K -$121K -3,890 -18%
H
150
HoyleCohen
California
$578K +$8.36K +270 +2%

RSPT Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2021, worth a combined $1.28B — up 5.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RSPT positions and 16 closed out — a net gain of 34 holders — while 68 added to existing stakes and 101 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $6.48M. The largest seller was Wells Fargo, cutting an estimated $34.1M.

  • 301 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2021, up from 272 in Q3 2021.
  • Funds reported $1.28B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 50 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2021 and 16 closed out, a net change of +34 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2021 was Old Mission Capital, an estimated $6.48M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2021 was Wells Fargo, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2021.