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Invesco S&P 500 Equal Weight Health Care ETF

97 hedge funds and large institutions have $257M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

61.21% more ownership

Funds ownership: 355.07%416.27% (+61%)

37% more capital invested

Capital invested by funds: $187M → $257M (+$69.8M)

13% more funds holding

Funds holding: 8697 (+11)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
20
Increased
39
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Partnervest Advisory Services
California
$413K -$35.5K -2,140 -8%
SI
52
SII Investments
Wisconsin
$386K -$3.32K -200 -0.9%
SPC
53
Sigma Planning Corp
Michigan
$371K +$24.9K +1,500 +8%
Stifel Financial
54
Stifel Financial
Missouri
$342K -$1.49K -90 -0.5%
AL
55
Aspiriant LLC
California
$323K +$308K +18,590 New
UR
56
USCA RIA
Texas
$316K +$301K +18,130 New
PVH
57
Psagot Value Holdings
Israel
$313K +$99.6K +6,000 +50%
LCM
58
Liberty Capital Management
Michigan
$269K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$262K +$5.31K +320 +2%
OIA
60
OneDigital Investment Advisors
Kansas
$258K +$246K +14,830 New
William Blair & Company
61
William Blair & Company
Illinois
$253K
AP
62
Advisors Preferred
Maryland
$251K +$239K +14,420 New
LFA
63
Landmark Financial Advisors
Kentucky
$236K +$226K +13,600 New
SBL
64
Sargent Bickham Lagudis
Colorado
$230K +$8.3K +500 +4%
KSA
65
Ken Stern & Associates
California
$230K +$218K +13,140 New
BFG
66
Barber Financial Group
Kansas
$223K +$2.99K +180 +1%
DOA
67
D'Orazio & Associates
Virginia
$220K +$73.3K +4,420 +54%
CA
68
Cetera Advisors
Colorado
$218K +$208K +12,530 New
KWM
69
Kingsview Wealth Management
Oregon
$213K +$203K +12,250 New
CPA
70
Capital Planning Advisors
California
$206K +$197K +11,860 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$192K +$183K +11,040 New
IA
72
IFP Advisors
Florida
$149K
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$112K +$18.6K +1,120 +21%
AOWM
74
Alpha Omega Wealth Management
Virginia
$97K
Creative Planning
75
Creative Planning
Kansas
$94K +$24.2K +1,460 +37%

RSPH Hedge Fund Activity: Q2 2017 in Review

97 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2017, worth a combined $257M — up 37% from $187M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RSPH positions and 9 closed out — a net gain of 11 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $30.6M. The largest seller was Raymond James & Associates, cutting an estimated $2.98M.

  • 97 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2017, up from 86 in Q1 2017.
  • Funds reported $257M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2017, up 37% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2017 and 9 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $30.6M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2017 was Raymond James & Associates, an estimated $2.98M sold.

Based on aggregated 13F filings for Q2 2017.