RSPT Institutional Ownership
Invesco S&P 500 Equal Weight Technology ETF
1W: +2.6%
1M: +7.4%
3M: +9.2%
YTD: +48.9%
1Y: +51.5%
3Y: +147.6%
5Y: +131.5%
$68.12
+0.70 (+1.04%)
Weekly Expected Move ±2.7%
$64
$66
$68
$70
$72
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RSPT
519
Institutional Holders
+82 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
113
New Positions
115
Increased
167
Reduced
18
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (539 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,038,596 | $275M | -1,191,428 | -22.8% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,871,608 | $196M | +300,366 | +11.7% | 33Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 2,553,416 | $174M | +135,347 | +5.6% | 33Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,993,202 | $136M | -540 | -0.0% | 33Q | SEC ↗ |
| 5 | Baltimore-Washington Financial Advisor | 1,742,550 | $119M | +46,248 | +2.7% | 33Q | SEC ↗ |
| 6 | UBS Group AG | 1,462,261 | $100M | -40,913 | -2.7% | 33Q | SEC ↗ |
| 7 | Davis Investment Partners, LLC | 1,251,606 | $85M | -2,177 | -0.2% | 15Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 1,223,031 | $83M | -38,183 | -3.0% | 33Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,197,136 | $82M | -77,414 | -6.1% | 7Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 1,145,221 | $78M | -8,794 | -0.8% | 32Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 932,392 | $64M | +546,201 | +141.4% | 33Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 852,226 | $58M | +59,544 | +7.5% | 26Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 829,900 | $57M | +309,500 | +59.5% | 3Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 768,805 | $52M | +129,895 | +20.3% | 15Q | SEC ↗ |
| 15 | CAPTRUST FINANCIAL ADVISORS | 697,411 | $48M | -22,384 | -3.1% | 28Q | SEC ↗ |
| 16 | Baker Avenue Asset Management, LP | 637,078 | $43M | +31,716 | +5.2% | 25Q | SEC ↗ |
| 17 | Summit Trail Advisors, LLC | 605,866 | $41M | +36,979 | +6.5% | 6Q | SEC ↗ |
| 18 | Bouchey Financial Group, Ltd. | 471,353 | $32M | -2,425 | -0.5% | 33Q | SEC ↗ |
| 19 | Quadrature Capital Ltd NEW | 406,259 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 20 | StoneX Group Inc. | 395,236 | $27M | -54,016 | -12.0% | 10Q | SEC ↗ |
| 21 | PGIM Custom Harvest LLC | 388,662 | $26M | -23,848 | -5.8% | 15Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 380,847 | $26M | +39,146 | +11.5% | 21Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 370,034 | $25M | -47,327 | -11.3% | 16Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 337,546 | $23M | +44,391 | +15.1% | 33Q | SEC ↗ |
| 25 | RFP Financial Group LLC NEW | 315,619 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 296,357 | $20M | +15,633 | +5.6% | 33Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 268,901 | $18M | +240,364 | +842.3% | 33Q | SEC ↗ |
| 28 | Rockport Wealth LLC | 267,458 | $18M | +25,078 | +10.3% | 10Q | SEC ↗ |
| 29 | Mariner, LLC | 249,025 | $17M | -6,781 | -2.7% | 16Q | SEC ↗ |
| 30 | MISSION WEALTH MANAGEMENT, LP | 230,180 | $16M | +210,268 | +1056.0% | 30Q | SEC ↗ |
| 31 | CONDOR CAPITAL MANAGEMENT | 221,316 | $15M | -6,837 | -3.0% | 32Q | SEC ↗ |
| 32 | Prasad Wealth Partners, LLC | 219,860 | $15M | -111,795 | -33.7% | 7Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC | 202,720 | $14M | — | +0.0% | 3Q | SEC ↗ |
| 34 | NEVILLE RODIE & SHAW INC | 202,650 | $14M | +1,300 | +0.6% | 31Q | SEC ↗ |
| 35 | FRG Family Wealth Advisors LLC | 200,900 | $14M | -16,075 | -7.4% | 32Q | SEC ↗ |
| 36 | PATTEN & PATTEN INC/TN | 199,968 | $14M | +18,173 | +10.0% | 4Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC | 187,823 | $13M | -7,798 | -4.0% | 15Q | SEC ↗ |
| 38 | U.S. Capital Wealth Advisors, LLC | 185,636 | $13M | -2,737 | -1.5% | 19Q | SEC ↗ |
| 39 | Aventus Investment Advisors, Inc. | 182,929 | $12M | -23,602 | -11.4% | 5Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC | 181,296 | $12M | +811 | +0.4% | 11Q | SEC ↗ |
| 41 | Arax Advisory Partners | 180,768 | $12M | +177,109 | +4840.4% | 3Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 174,796 | $12M | -16,637 | -8.7% | 33Q | SEC ↗ |
| 43 | ATLAS CAPITAL ADVISORS INC. | 170,871 | $12M | +26,664 | +18.5% | 3Q | SEC ↗ |
| 44 | Federation des caisses Desjardins du Q | 167,548 | $11M | -14,604 | -8.0% | 33Q | SEC ↗ |
| 45 | Yoder Wealth Management, Inc. | 161,659 | $11M | +4,290 | +2.7% | 14Q | SEC ↗ |
| 46 | HB Wealth Management, LLC | 148,202 | $10M | -111 | -0.1% | 19Q | SEC ↗ |
| 47 | Activest Wealth Management | 143,952 | $10M | -5,853 | -3.9% | 12Q | SEC ↗ |
| 48 | Joseph P. Lucia & Associates, LLC | 143,025 | $10M | -2,488 | -1.7% | 30Q | SEC ↗ |
| 49 | Vestmark Advisory Solutions, Inc. | 138,010 | $9M | -188 | -0.1% | 2Q | SEC ↗ |
| 50 | WALLED LAKE PLANNING & WEALTH MANAGEME | 134,444 | $9M | +6,188 | +4.8% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Quadrature Capital Ltd | 406,259 | $28M |
| RFP Financial Group LLC | 315,619 | $21M |
| Sage Capital Advisors,llc | 97,770 | $7M |
| Private Advisory Group LLC | 95,424 | $7M |
| COMPASS FINANCIAL MANAGEMENT LLC | 84,186 | $6M |
| SYKON CAPITAL LLC | 76,957 | $5M |
| JAMES INVESTMENT RESEARCH, INC. | 51,747 | $4M |
| GeoWealth Management, LLC | 46,120 | $3M |
| SCOTIA CAPITAL INC. | 43,941 | $3M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 33,290 | $2M |
| Diversify Advisory Services, LLC | 33,290 | $2M |
| Global Wealth Strategies & Associat | 20,547 | $1M |
| Vise Technologies, Inc. | 19,305 | $1M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 19,148 | $1M |
| Simplicity Wealth,LLC | 17,721 | $1M |
| Global Assets Advisory, LLC | 16,733 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 15,078 | $1M |
| MOULTON WEALTH MANAGEMENT, INC | 14,615 | $996K |
| Kingsview Wealth Management, LLC | 14,598 | $994K |
| Financial Sense Advisors, Inc. | 12,567 | $856K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RMG Wealth Management LLC | 1,467,902 | $100M |
| Compass Wealth Management, LLC/GA | 338,008 | $23M |
| Gateway Wealth Partners, LLC | 58,756 | $4M |
| Tower Research Capital LLC (TRC) | 40,721 | $3M |
| Apollon Wealth Management, LLC | 14,811 | $1M |
| Advisors Preferred, LLC | 14,100 | $960K |
| Fortis Advisors, LLC | 14,021 | $955K |
| Calamos Advisors LLC | 13,270 | $904K |
| RENAISSANCE TECHNOLOGIES LLC | 10,800 | $736K |
| Addison Advisors LLC | 9,662 | $658K |
| HRT FINANCIAL LP | 8,817 | $601K |
| NorthCrest Asset Manangement, LLC | 6,966 | $475K |
| Arkadios Wealth Advisors | 6,567 | $447K |
| IFG Advisors, LLC | 5,962 | $406K |
| HBW ADVISORY SERVICES LLC | 5,237 | $357K |
| DMC Group, LLC | 4,938 | $336K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,799 | $123K |
| TCTC Holdings, LLC | 1,759 | $120K |
| Western Wealth Management, LLC | 1,500 | $102K |
| Seal Cove Capital, LLC | 1,408 | $96K |