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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
Wells Fargo
1
Wells Fargo
California
$135M -$9.25M -353,460 -7%
Bank of America
2
Bank of America
North Carolina
$103M +$16.4M +627,630 +20%
AIM
3
Astor Investment Management
Illinois
$54.5M -$6.2M -236,850 -10%
UBS Group
4
UBS Group
Switzerland
$51.9M -$2.17M -82,950 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.3M -$80.1K -3,060 -0.2%
RJA
6
Raymond James & Associates
Florida
$43.9M -$1.46M -55,920 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$40.6M +$36.8M +1,405,810 +1,401%
Morgan Stanley
8
Morgan Stanley
New York
$39M -$3.24M -123,820 -8%
Goldman Sachs
9
Goldman Sachs
New York
$35.8M +$32.8M +1,252,690 +1,718%
BFG
10
Bouchey Financial Group
New York
$35.4M +$542K +20,710 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.1M +$604K +23,070 +2%
LPL Financial
12
LPL Financial
California
$28.1M -$1.16M -44,340 -4%
AWM
13
AE Wealth Management
Kansas
$24.9M -$1.46M -55,920 -6%
BWFA
14
Baltimore-Washington Financial Advisors
Maryland
$17.7M +$568K +21,710 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.5M +$1.73M +66,080 +11%
RBA
16
Richard Bernstein Advisors
New York
$15.2M +$14.7M +561,970 New
HI
17
Harbour Investments
Wisconsin
$14.3M +$13.9M +531,410 New
DWM
18
Destination Wealth Management
California
$12.5M -$642K -24,540 -5%
Ameriprise
19
Ameriprise
Minnesota
$10.2M -$2.12M -80,790 -18%
SI
20
Stephens Inc
Arkansas
$9.1M +$561K +21,420 +7%
GM
21
GeoWealth Management
Illinois
$8.94M -$372K -14,200 -4%
SAM
22
SignalPoint Asset Management
Missouri
$8.85M -$529K -20,200 -6%
FFWA
23
FRG Family Wealth Advisors
Washington
$8.61M -$355K -13,550 -4%
BOPW
24
Brandywine Oak Private Wealth
Pennsylvania
$8.38M +$8.13M +310,650 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$8.29M +$2.57M +98,060 +47%

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.