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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
FNBOO
201
First National Bank of Omaha
Nebraska
$266K
MA
202
MBA Advisors
Pennsylvania
$262K -$2.37K -90 -0.9%
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$254K +$243K +9,210 New
CIAS
204
Capital Investment Advisory Services
North Carolina
$254K +$264 +10 +0.1%
OHIS
205
Oak Harvest Investment Services
Texas
$249K +$527 +20 +0.2%
NA
206
NewEdge Advisors
Louisiana
$245K -$84.6K -3,210 -25%
MWA
207
Monograph Wealth Advisors
California
$244K
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$243K
HAS
209
HBW Advisory Services
California
$243K +$232K +8,790 New
CA
210
Continuum Advisory
Idaho
$241K +$231K +8,750 New
CS
211
Crescent Sterling
Louisiana
$238K +$228K +8,640 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$236K -$26.9K -1,020 -11%
GFP
213
Gryphon Financial Partners
Ohio
$228K
SW
214
SVB Wealth
Massachusetts
$225K -$39K -1,480 -15%
AIA
215
Arbor Investment Advisors
North Carolina
$221K +$211K +8,010 New
SSWM
216
Smith Salley Wealth Management
North Carolina
$221K +$211K +8,010 New
Northern Trust
217
Northern Trust
Illinois
$215K +$205K +7,790 New
EWA
218
Exencial Wealth Advisors
Oklahoma
$214K +$205K +7,770 New
HL
219
HeadInvest LLC
Maine
$213K -$69.9K -2,650 -26%
IFG
220
Independent Financial Group
California
$212K +$202K +7,680 New
RWM
221
Ritholtz Wealth Management
New York
$208K -$38.2K -1,450 -16%
YDMI
222
Y.D. More Investments
Israel
$207K +$66.4K +2,520 +51%
CWM
223
Congress Wealth Management
Massachusetts
$203K +$194K +7,350 New
TPW
224
Tiller Private Wealth
Pennsylvania
$200K +$191K +7,250 New
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$180K +$21.1K +800 +14%

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.