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 $320M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $279M → $320M (+$41M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 145145 (0)

511.05% less ownership

Funds ownership: 932.34%421.29% (-511%)

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
17
Increased
46
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.17M +$483K +24,850 +19%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.04M +$194K +9,960 +7%
ML
28
McAdam LLC
Pennsylvania
$2.98M +$202K +10,370 +8%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$2.98M -$169K -8,710 -6%
FI
30
FormulaFolio Investments
Michigan
$2.87M +$73.1K +3,760 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.53M -$680K -34,950 -22%
HFM
32
Hartford Financial Management
Connecticut
$2.47M -$9.72K -500 -0.4%
UCFA
33
United Capital Financial Advisors
Texas
$2.33M -$1.68M -86,620 -43%
UBS Group
34
UBS Group
Switzerland
$2.29M -$230K -11,820 -9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.27M -$244K -12,540 -10%
VAS
36
Valicenti Advisory Services
New York
$2.15M +$1.6M +82,350 +348%
JPLA
37
Joseph P. Lucia & Associates
New York
$2.14M -$403M -20,716,570 -99%
CFA
38
Cahill Financial Advisors
Minnesota
$1.89M +$1.75K +90 +0.1%
FF
39
Friedenthal Financial
New Jersey
$1.83M +$198K +10,170 +13%
Jane Street
40
Jane Street
New York
$1.75M +$1.44M +73,940 +587%
TRCT
41
Tower Research Capital (TRC)
New York
$1.73M -$310K -15,950 -16%
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$1.63M -$32.1K -1,650 -2%
CAL
43
Capital Analysts LLC
Pennsylvania
$1.57M +$573K +29,450 +61%
FGAM
44
Financial Gravity Asset Management
Texas
$1.52M -$399K -20,510 -22%
Stifel Financial
45
Stifel Financial
Missouri
$1.44M +$580K +29,830 +73%
VA
46
Valmark Advisers
Ohio
$1.22M +$42K +2,160 +4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.14M +$76.8K +3,950 +8%
Lido Advisors
48
Lido Advisors
California
$1.12M +$264K +13,570 +33%
AWA
49
Acorn Wealth Advisors
Michigan
$1.09M +$369K +18,980 +53%
EFS
50
Econ Financial Services
Pennsylvania
$1.07M +$1.03M +52,870 New

RSPH Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2019, worth a combined $320M — up 15% from $279M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 16 closed out — a net gain of 1 holder — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $47.8M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $403M.

  • 145 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $320M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2019 and 16 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2019 was Gradient Investments, an estimated $47.8M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $403M sold.

Based on aggregated 13F filings for Q2 2019.