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Invesco S&P 500 Equal Weight Technology ETF

369 hedge funds and large institutions have $5.02B invested in Invesco S&P 500 Equal Weight Technology ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more capital invested

Capital invested by funds: $1.56B → $5.02B (+$3.46B)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

0.98% more ownership

Funds ownership: 45.06%46.04% (+0.98%)

0% more funds holding

Funds holding: 368369 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

17% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 127

43% less call options, than puts

Call options by funds: $86K | Put options by funds: $150K

Holders
369
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
4.86%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
39
Increased
105
Reduced
127
Closed
30
Calls
$86K
Puts
$150K
Net Calls
-$64K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.44B -$23K -604 -0.7%
Bank of America
2
Bank of America
North Carolina
$162M -$6.97M -182,723 -4%
Wells Fargo
3
Wells Fargo
California
$95.8M +$17.3M +452,376 +21%
Morgan Stanley
4
Morgan Stanley
New York
$81.6M -$19.2M -504,791 -19%
UBS Group
5
UBS Group
Switzerland
$70.9M +$6.61M +173,405 +10%
LPL Financial
6
LPL Financial
California
$60.6M +$7.46M +195,612 +14%
DIP
7
Davis Investment Partners
North Carolina
$55.2M -$3.49M -91,409 -6%
Raymond James Financial
8
Raymond James Financial
Florida
$49.4M +$50.4M +1,320,715 New
MIH
9
Meitav Investment House
Israel
$48.7M +$49.7M +1,303,367 New
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$40.1M
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$40.1M +$1.53M +39,996 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$40M +$389K +10,207 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$37M -$10.9M -285,732 -22%
Ameriprise
14
Ameriprise
Minnesota
$31.4M -$946K -24,803 -3%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$30.3M -$1.16M -30,327 -4%
PCH
16
PGIM Custom Harvest
New Jersey
$23M -$4.84M -127,054 -17%
BFG
17
Bouchey Financial Group
New York
$20.7M -$21.6M -567,322 -51%
BAAM
18
Baker Avenue Asset Management
California
$19.8M +$843K +22,097 +4%
IAA
19
Independent Advisor Alliance
North Carolina
$18.1M +$18.5M +484,774 New
AWM
20
Activest Wealth Management
Florida
$17.5M +$2.65M +69,452 +17%
GL
21
Graypoint LLC
New York
$16.7M -$548K -14,367 -3%
SG
22
StoneX Group
New York
$16.2M +$16.5M +432,339 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$15.7M +$1.15M +30,263 +8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$15.6M -$7.11M -186,434 -31%
JP Morgan Chase
25
JP Morgan Chase
New York
$15.4M -$2.89M -75,820 -16%

RSPT Hedge Fund Activity: Q4 2024 in Review

369 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) for Q4 2024, worth a combined $5.02B — up 221% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RSPT positions and 30 closed out — a net gain of 9 holders — while 105 added to existing stakes and 127 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $49.7M. The largest seller was Bouchey Financial Group, cutting an estimated $21.6M.

  • 369 institutional investors held Invesco S&P 500 Equal Weight Technology ETF (RSPT) as of Q4 2024, up from 368 in Q3 2024.
  • Funds reported $5.02B of Invesco S&P 500 Equal Weight Technology ETF stock for Q4 2024, up 221% quarter-over-quarter.
  • 39 funds opened new Invesco S&P 500 Equal Weight Technology ETF positions in Q4 2024 and 30 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Technology ETF buyer in Q4 2024 was Meitav Investment House, an estimated $49.7M added.
  • The largest Invesco S&P 500 Equal Weight Technology ETF seller in Q4 2024 was Bouchey Financial Group, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2024.