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Invesco S&P 500 Equal Weight Technology ETF
RSPT

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: 8 → 8 (0)

7% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 85

3% less funds holding

Funds holding: 254 → 247 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$36.8M
2
Goldman Sachs
Goldman Sachs
New York
+$32.8M
3
Bank of America
Bank of America
North Carolina
+$16.4M
4
RBA
Richard Bernstein Advisors
New York
+$14.7M
5
SWM
Sugarloaf Wealth Management
Georgia
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$24.4M
2
Wells Fargo
Wells Fargo
California
-$9.25M
3
JIR
James Investment Research
Ohio
-$6.97M
4
AIM
Astor Investment Management
Illinois
-$6.2M
5
FFN
Focus Financial Network
Minnesota
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
176
First National Bank of Omaha
Nebraska
$260K +$42.9K +1,640 +21%
MAFM
177
Mid Atlantic Financial Management
Pennsylvania
$256K +$524 +20 +0.2%
MA
178
MONECO Advisors
Connecticut
$255K -$39.3K -1,500 -14%
TSWM
179
Triangle Securities Wealth Management
North Carolina
$246K – – –
RWM
180
Ritholtz Wealth Management
New York
$244K – – –
OHIS
181
Oak Harvest Investment Services
Texas
$240K +$524 +20 +0.2%
AIA
182
Arbor Investment Advisors
North Carolina
$235K – – –
TSS
183
Two Sigma Securities
New York
$233K +$226K +8,630 New
Northern Trust
184
Northern Trust
Illinois
$228K – – –
GFP
185
Gryphon Financial Partners
Ohio
$223K – – –
JIR
186
James Investment Research
Ohio
$221K -$6.97M -266,200 -97%
FLPIM
187
F.L. Putnam Investment Management
Massachusetts
$217K -$34K -1,300 -14%
MCM
188
MAI Capital Management
Ohio
$216K – – –
KM
189
Kalos Management
Georgia
$204K -$551K -21,060 -74%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$204K – – –
WS
191
Wedbush Securities
California
$201K +$195K +7,450 New
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$190K +$77.2K +2,950 +72%
SBSB
193
Sullivan, Bruyette, Speros & Blaney
Virginia
$186K – – –
WWMSC
194
Wagner Wealth Management (South Carolina)
South Carolina
$183K +$2.62K +100 +1%
SIM
195
Sonora Investment Management
Arizona
$177K – – –
AWM
196
AllSquare Wealth Management
New York
$155K – – –
CHA
197
Carmichael Hill & Associates
Maryland
$150K +$1.05K +40 +0.7%
EP
198
Eudaimonia Partners
Tennessee
$132K – – –
US Bancorp
199
US Bancorp
Minnesota
$96K -$29.6K -1,130 -24%
EVM
200
Eaton Vance Management
Massachusetts
$88K +$85.1K +3,250 New
6 7
8
9 10

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.