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Invesco S&P 500 Equal Weight Health Care ETF

164 hedge funds and large institutions have $323M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $293M → $323M (+$29.7M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 168164 (-4)

2.65% less ownership

Funds ownership: 376.18%373.53% (-2.7%)

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
12
Increased
38
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$3.34M +$17K +600 +0.5%
UBS Group
27
UBS Group
Switzerland
$3.09M +$604K +21,360 +25%
PCH
28
PGIM Custom Harvest
New Jersey
$2.62M
CFA
29
Cahill Financial Advisors
Minnesota
$2.51M +$22.6K +800 +0.9%
HFM
30
Hartford Financial Management
Connecticut
$2.47M -$10.5K -370 -0.4%
Goldman Sachs
31
Goldman Sachs
New York
$2.36M -$3.4K -120 -0.1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.32M -$81.2K -2,870 -3%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.24M -$429K -15,160 -17%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.05M +$22.1K +780 +1%
CA
35
Cetera Advisors
Colorado
$1.97M +$41K +1,450 +2%
EFSCE
36
Enterprise Financial Services Corp (EFSC)
Missouri
$1.97M -$207K -7,300 -10%
WI
37
WBI Investments
New Jersey
$1.87M +$1.23M +43,500 +214%
OL
38
Optas LLC
Texas
$1.85M
APW
39
Aurora Private Wealth
New Jersey
$1.76M +$164K +5,800 +11%
KC
40
Kingfisher Capital
North Carolina
$1.68M +$80.9K +2,860 +5%
AWA
41
Acorn Wealth Advisors
Michigan
$1.67M -$31.1K -1,100 -2%
LWM
42
Laidlaw Wealth Management
New York
$1.64M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.55M -$22.1K -780 -1%
CAN
44
Cetera Advisor Networks
California
$1.41M +$174K +6,140 +15%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$1.29M +$307K +10,840 +33%
IAA
46
Ironsides Asset Advisors
North Carolina
$1.24M
RJA
47
Raymond James & Associates
Florida
$1.23M +$40.2K +1,420 +3%
MPCG
48
Matrix Private Capital Group
New York
$1.21M +$10.2K +360 +0.9%
BFO
49
Biltmore Family Office
North Carolina
$1.21M -$54.9K -1,940 -5%
OAM
50
Occidental Asset Management
California
$1.07M -$30.8K -1,090 -3%

RSPH Hedge Fund Activity: Q2 2021 in Review

164 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2021, worth a combined $323M — up 10% from $293M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RSPH and 12 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 38 added.

The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $5.83M. The largest seller was Susquehanna International Group, cutting an estimated $2.46M.

  • 164 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2021, down from 168 in Q1 2021.
  • Funds reported $323M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2021 and 13 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2021 was IronBridge Private Wealth, an estimated $5.83M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2021 was Susquehanna International Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2021.