We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF
RSPH

173 hedge funds and large institutions have $394M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

30.19% more ownership

Funds ownership: 373.53% → 403.72% (+30%)

22% more capital invested

Capital invested by funds: $323M → $394M (+$71M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

5% more funds holding

Funds holding: 164 → 173 (+9)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
19
Increased
46
Reduced
47
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PS
Portfolio Strategies
New York
+$29.4M
2
Morgan Stanley
Morgan Stanley
New York
+$10.9M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$9.73M
4
Truist Financial
Truist Financial
North Carolina
+$3.73M
5
FHC
First Heartland Consultants
Missouri
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
IPW
IronBridge Private Wealth
Texas
-$6.04M
2
IMC Chicago
IMC Chicago
Illinois
-$3.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.9M
4
Ameriprise
Ameriprise
Minnesota
-$1.24M
5
Osaic Holdings
Osaic Holdings
Arizona
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.69M -$118K -3,820 -3%
FHC
27
First Heartland Consultants
Missouri
$3.53M +$3.65M +118,440 New
UCFA
28
United Capital Financial Advisors
Texas
$3.5M +$102K +3,300 +3%
CA
29
Cornerstone Advisory
Maryland
$3.43M -$8.31K -270 -0.2%
UBS Group
30
UBS Group
Switzerland
$3.1M -$42.8K -1,390 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.76M +$2.37M +77,080 +500%
PCH
32
PGIM Custom Harvest
New Jersey
$2.67M – – –
CFA
33
Cahill Financial Advisors
Minnesota
$2.55M +$1.85K +60 +0.1%
RJA
34
Raymond James & Associates
Florida
$2.49M +$1.28M +41,480 +98%
HFM
35
Hartford Financial Management
Connecticut
$2.48M -$40K -1,300 -2%
FTUS
36
Flow Traders U.S.
New York
$2.39M +$2.47M +80,300 New
WI
37
Wintrust Investments
Illinois
$2.39M +$2.46M +80,030 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.34M +$260K +8,460 +12%
CAL
39
Capital Analysts LLC
Pennsylvania
$2.29M +$12.9K +420 +0.6%
Citadel Advisors
40
Citadel Advisors
Florida
$2.2M +$2.01M +65,180 +758%
CA
41
Cetera Advisors
Colorado
$2.01M – – –
OL
42
Optas LLC
Texas
$1.88M – – –
APW
43
Aurora Private Wealth
New Jersey
$1.88M +$89K +2,890 +5%
KC
44
Kingfisher Capital
North Carolina
$1.87M +$166K +5,390 +9%
WI
45
WBI Investments
New Jersey
$1.82M -$54.5K -1,770 -3%
PAG
46
Private Advisor Group
New Jersey
$1.8M +$760K +24,690 +69%
SIM
47
Seaview Investment Managers
Florida
$1.8M +$1.86M +60,350 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.79M +$223K +7,230 +14%
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$1.7M -$316K -10,250 -15%
LWM
50
Laidlaw Wealth Management
New York
$1.67M – – –
1
2
3 4 5

RSPH Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2021, worth a combined $394M — up 22% from $323M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPH positions and 6 closed out — a net gain of 13 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $29.4M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.04M sold.

  • 173 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2021, up from 164 in Q2 2021.
  • Funds reported $394M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2021, up 22% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2021 and 6 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2021 was Portfolio Strategies, an estimated $29.4M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2021 was IronBridge Private Wealth, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2021.