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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
RA
126
RFG Advisory
Alabama
$1.57M +$50K +1,483 +3%
MIG
127
McGuire Investment Group
Rhode Island
$1.55M
Prudential Financial
128
Prudential Financial
New Jersey
$1.46M +$152K +4,503 +12%
Comerica Bank
129
Comerica Bank
Texas
$1.41M +$28.7K +850 +2%
PG
130
Prostatis Group
Maryland
$1.41M -$6.54K -194 -0.5%
HWA
131
HHM Wealth Advisors
Tennessee
$1.4M
GAA
132
Global Assets Advisory
Florida
$1.39M +$1.64M +48,766 New
KPWS
133
Kestra Private Wealth Services
Texas
$1.36M -$307K -9,095 -19%
CFA
134
Cahill Financial Advisors
Minnesota
$1.32M -$10.8K -320 -0.8%
AWM
135
Apollon Wealth Management
South Carolina
$1.32M
Fidelity Investments
136
Fidelity Investments
Massachusetts
$1.3M +$207K +6,150 +20%
PTC
137
Private Trust Company
Ohio
$1.28M
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$1.26M +$179K +5,296 +17%
AFM
139
Abbot Financial Management
Massachusetts
$1.25M +$1.52K +45 +0.1%
APA
140
Astoria Portfolio Advisors
New York
$1.24M +$378K +11,216 +43%
OCPWS
141
One Charles Private Wealth Services
Massachusetts
$1.23M -$46.2K -1,370 -4%
SPIA
142
Steward Partners Investment Advisory
New York
$1.23M +$856K +25,389 +266%
IWC
143
Integrated Wealth Concepts
Massachusetts
$1.23M +$11.6K +344 +1%
OL
144
Optas LLC
Texas
$1.21M
CA
145
Clearstead Advisors
Ohio
$1.15M +$135 +4 +0%
MWM
146
Melfa Wealth Management
Massachusetts
$1.1M +$978 +29 +0.1%
BMCM
147
Bryn Mawr Capital Management
Pennsylvania
$1.1M +$10.1K +300 +1%
CA
148
Crane Advisory
California
$1.07M +$1.05M +31,040 New
BlackRock
149
BlackRock
New York
$1.06M
PG
150
Patten Group
Tennessee
$1.02M +$382K +11,334 +64%

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.