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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
SFS
151
Sowell Financial Services
Arkansas
$411K -$546K -20,840 -58%
RW
152
Rede Wealth
Virginia
$411K +$785 +30 +0.2%
SPIA
153
Steward Partners Investment Advisory
New York
$402K +$7.33K +280 +2%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$399K +$69.4K +2,650 +22%
MWM
155
Mission Wealth Management
California
$391K
PFC
156
Phocas Financial Corp
California
$390K +$379K +14,470 New
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$366K -$961K -36,690 -74%
EDRH
158
Edmond de Rothschild Holding
Switzerland
$361K
Deutsche Bank
159
Deutsche Bank
Germany
$351K -$98.2K -3,750 -22%
WP
160
WealthSource Partners
California
$349K +$339K +12,950 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$343K
SPC
162
Sigma Planning Corp
Michigan
$342K +$44.8K +1,710 +16%
OIA
163
OneDigital Investment Advisors
Kansas
$340K -$94K -3,590 -22%
SWP
164
Summit Wealth Partners
Florida
$327K +$28.5K +1,090 +10%
KCM
165
Kathmere Capital Management
Pennsylvania
$324K
HPC
166
Hobart Private Capital
North Carolina
$315K -$142K -5,430 -32%
JWCA
167
J.W. Cole Advisors
Florida
$313K +$9.95K +380 +3%
RFC
168
Regions Financial Corp
Alabama
$310K
HH
169
Hilltop Holdings
Texas
$307K +$29.8K +1,140 +11%
HL
170
HeadInvest LLC
Maine
$306K -$25.1K -960 -8%
HTC
171
Haverford Trust Company
Pennsylvania
$297K
CIC
172
Carnegie Investment Counsel
Ohio
$292K +$785 +30 +0.3%
LNC
173
Lincoln National Corp
Pennsylvania
$288K +$524 +20 +0.2%
BWL
174
Bogart Wealth LLC
Virginia
$287K +$276K +10,550 +13,188%
PVH
175
Psagot Value Holdings
Israel
$280K

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.