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Invesco S&P 500 Equal Weight Health Care ETF

187 hedge funds and large institutions have $389M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1.32% less ownership

Funds ownership: 42.62%41.31% (-1.3%)

2% less funds holding

Funds holding: 190187 (-3)

11% less capital invested

Capital invested by funds: $437M → $389M (-$48.7M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
45
Reduced
72
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$3.64M -$872K -28,754 -19%
BFG
27
Berger Financial Group
Minnesota
$3.52M -$337K -11,103 -9%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.35M +$81.6K +2,689 +2%
UBS Group
29
UBS Group
Switzerland
$3.08M +$238K +7,862 +8%
OM
30
OV Management
Minnesota
$3.03M +$23.9K +787 +1%
FF
31
Friedenthal Financial
New Jersey
$3.02M +$187K +6,154 +7%
ML
32
McAdam LLC
Pennsylvania
$2.97M -$71.2K -2,346 -2%
CA
33
Cornerstone Advisory
Maryland
$2.9M +$47.9K +1,578 +2%
SFG
34
Socha Financial Group
New York
$2.29M -$19.7K -650 -0.8%
CFA
35
Cahill Financial Advisors
Minnesota
$2.27M +$2.85K +94 +0.1%
HFM
36
Hartford Financial Management
Connecticut
$2.16M -$1.18K -39 -0.1%
SAS
37
Stelac Advisory Services
New York
$2.15M
CAL
38
Capital Analysts LLC
Pennsylvania
$2.11M -$227K -7,471 -10%
AWA
39
Acorn Wealth Advisors
Michigan
$2.1M +$29.9K +987 +1%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.97M +$27K +891 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.95M -$181K -5,978 -8%
OC
42
Oppenheimer & Co
New York
$1.88M +$243K +8,024 +15%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.69M +$1.71M +56,237 New
YWM
44
Yoder Wealth Management
California
$1.56M -$10.3K -340 -0.6%
OL
45
Optas LLC
Texas
$1.55M -$38.7K -1,276 -2%
KC
46
Kingfisher Capital
North Carolina
$1.48M +$13.9K +458 +0.9%
RJA
47
Raymond James & Associates
Florida
$1.38M -$15.4K -509 -1%
WAM
48
Walker Asset Management
Missouri
$1.31M -$3.67K -121 -0.3%
LWM
49
Laidlaw Wealth Management
New York
$1.26M -$204K -6,720 -14%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.19M +$50.1K +1,651 +4%

RSPH Hedge Fund Activity: Q2 2024 in Review

187 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2024, worth a combined $389M — down 11% from $437M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RSPH and 12 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 45 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $3.24M. The largest seller was LPL Financial, cutting an estimated $6.27M.

  • 187 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2024, down from 190 in Q1 2024.
  • Funds reported $389M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2024 and 13 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2024 was Rockefeller Capital Management, an estimated $3.24M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2024 was LPL Financial, an estimated $6.27M sold.

Based on aggregated 13F filings for Q2 2024.