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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

120 hedge funds and large institutions have $232M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

20% more funds holding

Funds holding: 100 → 120 (+20)

2% more capital invested

Capital invested by funds: $228M → $232M (+$3.99M)

2.41% less ownership

Funds ownership: 347.17% → 344.76% (-2.4%)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
31
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.06M
2
FIM
Frontier Investment Management
Texas
+$1.42M
3
ACM
AlphaStar Capital Management
North Carolina
+$1.4M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
TCM
Tradewinds Capital Management
Washington
+$996K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$4.33M
2
Morgan Stanley
Morgan Stanley
New York
-$3.82M
3
UBS Group
UBS Group
Switzerland
-$2.46M
4
RJA
Raymond James & Associates
Florida
-$1.7M
5
SI
Stephens Inc
Arkansas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
51
Valicenti Advisory Services
New York
$653K -$195K -11,000 -23%
CA
52
Cornerstone Advisory
Maryland
$619K +$611K +34,500 New
W
53
WealthShield
North Carolina
$618K +$602K +33,950 New
WP
54
WealthShield Partners
North Carolina
$618K +$602K +33,950 New
FI
55
FormulaFolio Investments
Michigan
$595K +$587K +33,110 New
FA
56
FDx Advisors
Illinois
$582K +$24.6K +1,390 +4%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$556K -$115K -6,510 -17%
ASN
58
Advisory Services Network
Georgia
$515K +$3.37K +190 +0.7%
DADC
59
D.A. Davidson & Co
Montana
$498K -$2.66K -150 -0.5%
LFS
60
Legacy Financial Strategies
Kansas
$478K +$472K +26,610 New
Stifel Financial
61
Stifel Financial
Missouri
$462K +$94.6K +5,340 +26%
GAM
62
Garrison Asset Management
Arkansas
$450K – – –
WWMSC
63
Wagner Wealth Management (South Carolina)
South Carolina
$435K +$410K +23,160 New
CCA
64
Cobblestone Capital Advisors
New York
$406K +$401K +22,600 New
AWA
65
Acorn Wealth Advisors
Michigan
$397K +$381K +21,500 New
SPI
66
Santori & Peters Inc
Pennsylvania
$395K +$392K +22,140 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$378K +$44.7K +2,520 +14%
SPC
68
Sigma Planning Corp
Michigan
$376K -$3.54K -200 -0.9%
UR
69
USCA RIA
Texas
$359K +$32.4K +1,830 +10%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$358K +$353K +19,910 New
KSA
71
Ken Stern & Associates
California
$357K +$98.9K +5,580 +39%
KM
72
Kalos Management
Georgia
$333K +$328K +18,490 New
PVH
73
Psagot Value Holdings
Israel
$323K – – –
SWM
74
SeaCrest Wealth Management
New York
$310K +$306K +17,240 New
LFA
75
Landmark Financial Advisors
Kentucky
$303K +$28K +1,580 +10%
1 2
3
4 5

RSPH Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2017, worth a combined $232M — up 1.8% from $228M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RSPH positions and 12 closed out — a net gain of 20 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, adding an estimated $4.06M. The largest seller was Tower Research Capital (TRC), cutting an estimated $4.33M.

  • 120 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $232M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2017, up 1.8% quarter-over-quarter.
  • 32 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2017 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2017 was Jane Street, an estimated $4.06M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2017 was Tower Research Capital (TRC), an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.