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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

120 hedge funds and large institutions have $232M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

20% more funds holding

Funds holding: 100 → 120 (+20)

2% more capital invested

Capital invested by funds: $228M → $232M (+$3.99M)

2.41% less ownership

Funds ownership: 347.17% → 344.76% (-2.4%)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
31
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.06M
2
FIM
Frontier Investment Management
Texas
+$1.42M
3
ACM
AlphaStar Capital Management
North Carolina
+$1.4M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
TCM
Tradewinds Capital Management
Washington
+$996K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$4.33M
2
Morgan Stanley
Morgan Stanley
New York
-$3.82M
3
UBS Group
UBS Group
Switzerland
-$2.46M
4
RJA
Raymond James & Associates
Florida
-$1.7M
5
SI
Stephens Inc
Arkansas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Cahill Financial Advisors
Minnesota
$1.95M -$112K -6,340 -6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.92M +$340K +19,180 +22%
HR
28
Howe & Rusling
New York
$1.79M +$64.7K +3,650 +4%
FIM
29
Freedom Investment Management
Connecticut
$1.76M +$98K +5,530 +6%
AFS
30
Access Financial Services
Minnesota
$1.51M -$86.1K -4,860 -5%
ACM
31
AlphaStar Capital Management
North Carolina
$1.42M +$1.4M +79,250 New
SAMC
32
Spectrum Asset Management (California)
California
$1.36M -$71.2K -4,020 -5%
FF
33
Friedenthal Financial
New Jersey
$1.24M +$28.2K +1,590 +2%
BFO
34
Biltmore Family Office
North Carolina
$1.24M +$1.22M +68,780 New
RRWA
35
Rainey & Randall Wealth Advisors
Florida
$1.13M +$1.11M +62,750 New
IAA
36
Ironsides Asset Advisors
North Carolina
$1.04M +$26.6K +1,500 +3%
TCM
37
Tradewinds Capital Management
Washington
$1.01M +$996K +56,190 New
SG
38
Somerset Group
Minnesota
$996K +$115K +6,480 +13%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$982K +$72.7K +4,100 +8%
WC
40
Wexford Capital
Florida
$936K -$476K -26,860 -34%
IA
41
IFP Advisors
Florida
$930K +$766K +43,250 +506%
ML
42
McAdam LLC
Pennsylvania
$924K – – –
BAM
43
Bruderman Asset Management
New York
$914K -$28.2K -1,590 -3%
BCP
44
Blackhawk Capital Partners
Wisconsin
$829K +$818K +46,130 New
LPT
45
Legacy Private Trust
Wisconsin
$826K -$15.4K -870 -2%
FAAS
46
First Allied Advisory Services
California
$747K -$121K -6,810 -14%
SG Americas Securities
47
SG Americas Securities
New York
$740K -$234K -13,230 -24%
Comerica Bank
48
Comerica Bank
Texas
$697K -$152K -8,550 -19%
VA
49
Valmark Advisers
Ohio
$685K +$676K +38,130 New
TRCT
50
Tower Research Capital (TRC)
New York
$673K -$4.33M -244,600 -87%
1
2
3 4 5

RSPH Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2017, worth a combined $232M — up 1.8% from $228M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RSPH positions and 12 closed out — a net gain of 20 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, adding an estimated $4.06M. The largest seller was Tower Research Capital (TRC), cutting an estimated $4.33M.

  • 120 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $232M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2017, up 1.8% quarter-over-quarter.
  • 32 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2017 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2017 was Jane Street, an estimated $4.06M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2017 was Tower Research Capital (TRC), an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.