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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

180 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 173 → 180 (+7)

1% more capital invested

Capital invested by funds: $394M → $398M (+$4.54M)

3.33% less ownership

Funds ownership: 403.72% → 400.39% (-3.3%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
54
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$6.93M
2
Wells Fargo
Wells Fargo
California
+$3.1M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
FF
Friedenthal Financial
New Jersey
+$2.51M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$1.74M

Top Sellers

1
PS
Portfolio Strategies
New York
-$28.5M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.42M
3
FMC
Financial Management Concepts
Florida
-$6.4M
4
Truist Financial
Truist Financial
North Carolina
-$3.7M
5
FHC
First Heartland Consultants
Missouri
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
26
FCA Corp
Texas
$3.74M -$379K -12,460 -10%
UCFA
27
United Capital Financial Advisors
Texas
$3.66M -$95.9K -3,150 -3%
CA
28
Cornerstone Advisory
Maryland
$3.63M -$50.2K -1,650 -1%
FIM
29
Freedom Investment Management
Connecticut
$3.61M +$2.76M +90,540 +411%
FMC
30
Financial Management Concepts
Florida
$3.15M -$6.4M -210,270 -68%
RJA
31
Raymond James & Associates
Florida
$3.03M +$333K +10,940 +13%
WI
32
WBI Investments
New Jersey
$2.97M +$955K +31,390 +51%
WI
33
Wintrust Investments
Illinois
$2.75M +$175K +5,740 +7%
CFA
34
Cahill Financial Advisors
Minnesota
$2.75M +$2.44K +80 +0.1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.69M +$166K +5,460 +7%
HFM
36
Hartford Financial Management
Connecticut
$2.66M – – –
FF
37
Friedenthal Financial
New Jersey
$2.64M +$2.51M +82,310 New
SFG
38
Socha Financial Group
New York
$2.61M +$2.48M +81,460 New
Citadel Advisors
39
Citadel Advisors
Florida
$2.47M +$102K +3,340 +5%
CAL
40
Capital Analysts LLC
Pennsylvania
$2.47M +$8.52K +280 +0.4%
KC
41
Kingfisher Capital
North Carolina
$2.24M +$215K +7,070 +11%
CA
42
Cetera Advisors
Colorado
$2.16M – – –
APW
43
Aurora Private Wealth
New Jersey
$2.15M +$119K +3,920 +6%
LWM
44
Laidlaw Wealth Management
New York
$2.1M +$286K +9,380 +17%
OL
45
Optas LLC
Texas
$2.02M – – –
PAG
46
Private Advisor Group
New Jersey
$2.01M +$71.2K +2,340 +4%
AWA
47
Acorn Wealth Advisors
Michigan
$2M +$256K +8,420 +16%
CAN
48
Cetera Advisor Networks
California
$1.89M +$228K +7,490 +15%
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$1.8M -$15.2K -500 -0.9%
APA
50
American Portfolios Advisors
New York
$1.71M +$300K +9,840 +23%
1
2
3 4 5

RSPH Hedge Fund Activity: Q4 2021 in Review

180 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2021, worth a combined $398M — up 1.2% from $394M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPH positions and 15 closed out — a net gain of 9 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $6.93M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $28.5M sold.

  • 180 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $398M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2021 and 15 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2021 was Prudential Financial, an estimated $6.93M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2021 was Portfolio Strategies, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2021.