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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
CAN
126
Cetera Advisor Networks
California
$840K -$133K -5,030 -14%
DADC
127
D.A. Davidson & Co
Montana
$832K -$31.6K -1,200 -4%
AA
128
Advisory Alpha
Michigan
$820K +$1.32K +50 +0.2%
SPFA
129
Summit Place Financial Advisors
New Jersey
$810K +$91K +3,450 +13%
BPA
130
Beacon Pointe Advisors
California
$767K -$97.3K -3,690 -12%
JIR
131
James Investment Research
Ohio
$747K -$98.9K -3,750 -12%
TFS
132
Thoroughbred Financial Services
Tennessee
$696K +$264 +10 +0%
BWM
133
BigSur Wealth Management
Florida
$690K
HP
134
Hilltop Partners
Indiana
$682K -$42.4K -1,610 -6%
SIC
135
SFE Investment Counsel
California
$641K -$20.8K -790 -3%
PA
136
PFG Advisors
Arizona
$608K +$581K +22,040 New
MSS
137
Mitchell Sinkler & Starr
Pennsylvania
$607K
PSCM
138
Per Stirling Capital Management
Texas
$606K -$55.9K -2,120 -9%
KWM
139
Kaydan Wealth Management
Michigan
$603K
HNB
140
Huntington National Bank
Ohio
$598K
IWC
141
Integrated Wealth Concepts
Massachusetts
$595K +$568K +21,560 New
LNC
142
Lincoln National Corp
Pennsylvania
$595K +$283K +10,730 +99%
ACM
143
Allred Capital Management
Texas
$576K +$19.5K +740 +4%
ACA
144
Atlas Capital Advisors
Wyoming
$547K -$14K -530 -3%
KA
145
Kovack Advisors
Florida
$517K -$5.27K -200 -1%
KFA
146
Kapstone Financial Advisors
Ohio
$508K
OC
147
Oppenheimer & Co
New York
$506K +$30.8K +1,170 +7%
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
$489K +$467K +17,730 New
SPC
149
Sigma Planning Corp
Michigan
$488K +$8.17K +310 +2%
OHWA
150
Oak Hill Wealth Advisors
Virginia
$477K -$46.1K -1,750 -9%

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.