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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

191 hedge funds and large institutions have $709M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $386M → $709M (+$323M)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

3% more funds holding

Funds holding: 186 → 191 (+5)

0.53% more ownership

Funds ownership: 40.51% → 41.04% (+0.53%)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
47
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GCM
Graham Capital Management
Connecticut
+$3.38M
2
BCP
Blue Chip Partners
Michigan
+$1.92M
3
AFP
Ausdal Financial Partners
Iowa
+$1.44M
4
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.29M
5
HF
HRT Financial
New York
+$962K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$5.85M
2
Morgan Stanley
Morgan Stanley
New York
-$4.04M
3
LPL Financial
LPL Financial
California
-$2.84M
4
KAS
Kestra Advisory Services
Texas
-$2.43M
5
PS
Principal Securities
Iowa
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
26
Graham Capital Management
Connecticut
$3.22M +$3.38M +110,000 New
FF
27
Friedenthal Financial
New Jersey
$3.08M +$83.1K +2,703 +3%
BFG
28
Berger Financial Group
Minnesota
$2.99M -$245K -7,963 -7%
Creative Planning
29
Creative Planning
Kansas
$2.94M -$417K -13,581 -12%
CA
30
Cornerstone Advisory
Maryland
$2.55M -$235K -7,654 -8%
PFM
31
Peak Financial Management
Massachusetts
$2.5M -$131K -4,259 -5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.48M -$724K -23,567 -22%
CFA
33
Cahill Financial Advisors
Minnesota
$2.22M +$2.8K +91 +0.1%
SAS
34
Stelac Advisory Services
New York
$2.1M – – –
AWA
35
Acorn Wealth Advisors
Michigan
$1.97M -$103K -3,352 -5%
HFM
36
Hartford Financial Management
Connecticut
$1.89M -$216K -7,028 -10%
ML
37
McAdam LLC
Pennsylvania
$1.86M -$208K -6,752 -10%
BCP
38
Blue Chip Partners
Michigan
$1.83M +$1.92M +62,577 New
YWM
39
Yoder Wealth Management
California
$1.74M +$145K +4,714 +9%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.69M -$91.6K -2,980 -5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.49M -$744K -24,217 -32%
AFP
42
Ausdal Financial Partners
Iowa
$1.37M +$1.44M +46,706 New
LWM
43
Laidlaw Wealth Management
New York
$1.23M – – –
USCWA
44
U.S. Capital Wealth Advisors
Texas
$1.23M +$1.29M +41,820 New
WAM
45
Walker Asset Management
Missouri
$1.19M +$13.9K +451 +1%
Lido Advisors
46
Lido Advisors
California
$1.15M +$239K +7,787 +25%
IAA
47
Ironsides Asset Advisors
North Carolina
$1.11M +$92 +3 +0%
BFO
48
Biltmore Family Office
North Carolina
$1.09M – – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.08M -$52.2K -1,697 -4%
LA
50
LM Advisors
California
$1.07M – – –
1
2
3 4 5

RSPH Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2024, worth a combined $709M — up 84% from $386M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPH positions and 14 closed out — a net gain of 11 holders — while 47 added to existing stakes and 70 trimmed.

The largest buyer was Graham Capital Management, opening a new position worth an estimated $3.38M. The largest seller was Osaic Holdings, cutting an estimated $5.85M.

  • 191 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $709M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2024, up 84% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2024 and 14 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2024 was Graham Capital Management, an estimated $3.38M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2024 was Osaic Holdings, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2024.