We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

75 hedge funds and large institutions have $159M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 9075 (-15)

26% less capital invested

Capital invested by funds: $214M → $159M (-$55.5M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

49.98% less ownership

Funds ownership: 368.07%318.08% (-50%)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
75
Holders Change
-15
Holders Change %
-16.67%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
19
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
51
Sargent Bickham Lagudis
Colorado
$168K +$165K +11,660 New
RCG
52
Ruggie Capital Group
Florida
$146K +$143K +10,080 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$144K
DOA
54
D'Orazio & Associates
Virginia
$118K +$75K +5,300 +183%
SIM
55
Sonora Investment Management
Arizona
$77.4K +$72.4K +5,110 New
Bessemer Group
56
Bessemer Group
New Jersey
$71K
ACM
57
Argentus Capital Management
Texas
$61K -$149K -10,550 -72%
EWM
58
Evercore Wealth Management
New York
$39K
JIC
59
Joel Isaacson & Co
New York
$33K +$32.7K +2,310 New
US Bancorp
60
US Bancorp
Minnesota
$25K
KF
61
Krilogy Financial
Missouri
$24K +$3.82K +270 +20%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$21K +$20.1K +1,420 New
Citigroup
63
Citigroup
New York
$20K +$6.37K +450 +45%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$19K +$7.08K +500 +59%
DBT
65
Dubuque Bank & Trust
Iowa
$17K
AIS
66
Accurate Investment Solutions
Pennsylvania
$12K
WIC
67
Woodmont Investment Counsel
Tennessee
$6K
IWMPD
68
Integrated Wealth Management (Palm Desert)
California
$5K
WRM
69
Westport Resources Management
Connecticut
$5K
CFA
70
Carroll Financial Associates
North Carolina
$2K
TCM
71
Tradewinds Capital Management
Washington
$2K
WEC
72
Winslow Evans & Crocker
Massachusetts
$1.44K
Creative Planning
73
Creative Planning
Kansas
$1K
GAM
74
Gemmer Asset Management
California
$1K
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
-$29.1M -1,894,240 Closed

RSPH Hedge Fund Activity: Q1 2016 in Review

75 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2016, worth a combined $159M — down 26% from $214M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPH and 8 opened new positions — a net loss of 12 holders — while 28 trimmed existing stakes and 19 added.

The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was Wilbanks Smith & Thomas Asset Management, exiting entirely with an estimated $29.1M sold.

  • 75 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2016, down from 90 in Q4 2015.
  • Funds reported $159M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2016, down 26% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2016 and 20 closed out, a net change of -12 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2016 was Goldman Sachs, an estimated $22.7M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2016 was Wilbanks Smith & Thomas Asset Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2016.