We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

145 hedge funds and large institutions have $279M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

574.77% more ownership

Funds ownership: 357.57%932.34% (+575%)

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more capital invested

Capital invested by funds: $237M → $279M (+$42.3M)

12% more funds holding

Funds holding: 130145 (+15)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

Holders
145
Holders Change
+15
Holders Change %
+11.54%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
27
Increased
35
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$3.07M -$42.8K -2,220 -1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.77M +$199K +10,340 +8%
FI
28
FormulaFolio Investments
Michigan
$2.72M +$1.75M +90,540 +191%
ML
29
McAdam LLC
Pennsylvania
$2.7M +$127K +6,560 +5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.6M -$87K -4,510 -3%
UBS Group
31
UBS Group
Switzerland
$2.46M -$4.59M -237,740 -66%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.46M -$32.2K -1,670 -1%
HFM
33
Hartford Financial Management
Connecticut
$2.42M -$625K -32,420 -21%
TRCT
34
Tower Research Capital (TRC)
New York
$2M -$1.43M -74,020 -42%
RRWA
35
Rainey & Randall Wealth Advisors
Florida
$1.94M +$199K +10,320 +12%
FGAM
36
Financial Gravity Asset Management
Texas
$1.89M +$1.84M +95,300 New
IAA
37
Ironsides Asset Advisors
North Carolina
$1.86M
CFA
38
Cahill Financial Advisors
Minnesota
$1.84M -$67.3K -3,490 -4%
EFSCE
39
Enterprise Financial Services Corp (EFSC)
Missouri
$1.62M +$1.58M +82,090 New
FF
40
Friedenthal Financial
New Jersey
$1.58M +$101K +5,260 +7%
VA
41
Valmark Advisers
Ohio
$1.15M +$150K +7,770 +15%
SA
42
Strategic Advisors
New York
$1.13M +$63.6K +3,300 +6%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.03M +$104K +5,390 +12%
SWP
44
Stratos Wealth Partners
Ohio
$1.01M -$846K -43,880 -46%
CCT
45
Country Club Trust
Missouri
$961K -$28K -1,450 -3%
CAL
46
Capital Analysts LLC
Pennsylvania
$947K +$482K +25,000 +109%
BFO
47
Biltmore Family Office
North Carolina
$921K -$39.2K -2,030 -4%
BAM
48
Bruderman Asset Management
New York
$827K -$13.3K -690 -2%
SAMC
49
Spectrum Asset Management (California)
California
$824K -$557K -28,870 -41%
Lido Advisors
50
Lido Advisors
California
$821K +$802K +41,600 New

RSPH Hedge Fund Activity: Q1 2019 in Review

145 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2019, worth a combined $279M — up 18% from $237M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RSPH positions and 11 closed out — a net gain of 16 holders — while 35 added to existing stakes and 49 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $12.7M. The largest seller was Susquehanna International Group, cutting an estimated $6.61M.

  • 145 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2019, up from 130 in Q4 2018.
  • Funds reported $279M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2019 and 11 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2019 was Tradewinds Capital Management, an estimated $12.7M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2019 was Susquehanna International Group, an estimated $6.61M sold.

Based on aggregated 13F filings for Q1 2019.