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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
BPA
151
Beacon Pointe Advisors
California
$985K -$4.69K -139 -0.5%
GA
152
Goldstein Advisors
Wisconsin
$984K -$7.38K -219 -0.8%
AA
153
Advisory Alpha
Michigan
$964K -$16.4K -487 -2%
WMA
154
Wealth Management Associates
New Jersey
$956K +$617K +18,314 +236%
GWM
155
Geneos Wealth Management
Colorado
$955K -$56K -1,660 -6%
ACA
156
Atlas Capital Advisors
Wyoming
$901K +$37.8K +1,122 +5%
BWM
157
BigSur Wealth Management
Florida
$880K
EFG
158
Ehrlich Financial Group
California
$847K +$40.1K +1,189 +5%
ACM
159
Allred Capital Management
Texas
$838K -$89.1K -2,644 -10%
ICP
160
Interchange Capital Partners
Pennsylvania
$823K +$52.2K +1,548 +7%
FC
161
FCA Corp
Texas
$797K +$764K +22,653 New
HP
162
Hilltop Partners
Indiana
$787K +$4.75K +141 +0.6%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$767K -$20.4K -606 -3%
PSF
164
Pacific Sun Financial
California
$761K -$10.1K -300 -1%
BBHC
165
Brown Brothers Harriman & Co
New York
$739K
RW
166
Rockport Wealth
Ohio
$734K +$703K +20,850 New
PP
167
Patron Partners
Texas
$721K -$59.4K -1,763 -8%
SPFA
168
Summit Place Financial Advisors
New Jersey
$720K -$75.9K -2,250 -10%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$689K +$169 +5 +0%
CWA
170
Capital Wealth Alliance
Arizona
$688K +$2.8K +83 +0.4%
CAM
171
Cresset Asset Management
Illinois
$665K +$288K +8,533 +82%
SIC
172
SFE Investment Counsel
California
$659K -$13.6K -404 -2%
HAS
173
HBW Advisory Services
California
$647K
BFG
174
Berger Financial Group
Minnesota
$644K +$617K +18,313 New
OC
175
Oppenheimer & Co
New York
$636K +$15.8K +468 +3%

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.