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Invesco S&P 500 Equal Weight Health Care ETF

67 hedge funds and large institutions have $154M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

31% more funds holding

Funds holding: 5167 (+16)

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $155M → $154M (-$771K)

143.38% less ownership

Funds ownership: 460.65%317.26% (-143%)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
19
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.17M -$13K -950 -1%
UBS Group
27
UBS Group
Switzerland
$1.15M +$1.11M +80,600 New
HR
28
Howe & Rusling
New York
$1.15M +$4.12K +300 +0.4%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.11M +$119K +8,690 +13%
SAMC
30
Spectrum Asset Management (California)
California
$993K +$957K +69,650 New
Jane Street
31
Jane Street
New York
$988K -$30.8K -2,240 -3%
BW
32
Bison Wealth
Georgia
$908K +$874K +63,660 New
CAS
33
Cue Advisory Services
Arizona
$892K +$846K +61,600 New
CA
34
Cetera Advisors
Colorado
$872K +$839K +61,070 New
SPC
35
Sigma Planning Corp
Michigan
$862K +$830K +60,460 New
AIG
36
American International Group
New York
$852K -$2.17M -157,870 -73%
CWM
37
Concert Wealth Management
California
$782K +$85.6K +6,230 +13%
JP Morgan Chase
38
JP Morgan Chase
New York
$570K -$62.6K -4,560 -10%
AHS
39
Aspiriant Holdings S3
California
$435K -$8.24K -600 -2%
TAM
40
Tocqueville Asset Management
New York
$428K +$412K +30,000 New
BA
41
Boston Advisors
Massachusetts
$407K +$393K +28,580 New
CS
42
Credit Suisse
Switzerland
$383K +$369K +26,890 New
FAAS
43
First Allied Advisory Services
California
$374K +$9.06K +660 +3%
PAG
44
Private Advisor Group
New Jersey
$318K +$1.24K +90 +0.4%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$272K -$230K -16,760 -47%
AP
46
Advisors Preferred
Maryland
$269K +$259K +18,860 New
SAM
47
Stringer Asset Management
Tennessee
$258K +$40.4K +2,940 +19%
Stifel Financial
48
Stifel Financial
Missouri
$247K -$305K -22,220 -56%
LCM
49
Liberty Capital Management
Michigan
$221K
SIG
50
Stanford Investment Group
California
$204K +$197K +14,330 New

RSPH Hedge Fund Activity: Q4 2014 in Review

67 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2014, worth a combined $154M — down 0.5% from $155M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPH positions and 8 closed out — a net gain of 17 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $16.6M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $65.6M.

  • 67 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2014, up from 51 in Q3 2014.
  • Funds reported $154M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2014, down 0.5% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2014 and 8 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2014 was Niemann Capital Management, an estimated $16.6M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2014.