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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
BRWA
151
B. Riley Wealth Advisors
Florida
$474K +$11.1K +420 +3%
FIM
152
FWL Investment Management
Texas
$462K +$310K +11,750 +235%
KFS
153
Kaizen Financial Strategies
California
$458K
ECA
154
Elevated Capital Advisors
Utah
$456K +$26.9K +1,020 +7%
Financial Engines Advisors
155
Financial Engines Advisors
California
$445K -$80.7K -3,060 -16%
LOIP
156
Live Oak Investment Partners
Texas
$445K
HWM
157
HB Wealth Management
Georgia
$442K +$264 +10 +0.1%
KOC
158
Koss-Olinger Consulting
Florida
$435K -$20.8K -790 -5%
AWA
159
Acorn Wealth Advisors
Michigan
$432K +$791 +30 +0.2%
FNT
160
First National Trust
Pennsylvania
$431K
AA
161
Addison Advisors
Vermont
$425K -$14.8K -560 -4%
BWA
162
BDO Wealth Advisors
Florida
$421K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$410K +$74.1K +2,810 +23%
MCM
164
MAI Capital Management
Ohio
$409K -$47.5K -1,800 -11%
Prudential Financial
165
Prudential Financial
New Jersey
$404K -$12.7K -480 -3%
H
166
HoyleCohen
California
$402K -$38K -1,440 -9%
MWM
167
Mission Wealth Management
California
$400K
Fisher Asset Management
168
Fisher Asset Management
Washington
$393K +$23.5K +890 +7%
ACP
169
Aviance Capital Partners
Florida
$389K
Citadel Advisors
170
Citadel Advisors
Florida
$387K +$369K +14,010 New
KCM
171
Kathmere Capital Management
Pennsylvania
$386K
APW
172
Aurora Private Wealth
New Jersey
$375K -$27.2K -1,030 -7%
CWM
173
Calamos Wealth Management
Illinois
$366K
EH
174
Equitable Holdings
New York
$365K +$7.12K +270 +2%
Deutsche Bank
175
Deutsche Bank
Germany
$353K -$5.27K -200 -2%

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.