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Invesco S&P 500 Equal Weight Health Care ETF

168 hedge funds and large institutions have $293M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

6.79% more ownership

Funds ownership: 369.39%376.18% (+6.8%)

1% more funds holding

Funds holding: 166168 (+2)

3% more capital invested

Capital invested by funds: $285M → $293M (+$7.65M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
43
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$913K -$211K -7,940 -19%
APA
52
American Portfolios Advisors
New York
$905K +$867K +32,570 +2,832%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$888K
BAM
54
Bruderman Asset Management
New York
$854K -$28.7K -1,080 -3%
Citadel Advisors
55
Citadel Advisors
Florida
$845K +$80.6K +3,030 +11%
CFS
56
CRA Financial Services
New Jersey
$840K -$2.13K -80 -0.3%
FTUS
57
Flow Traders U.S.
New York
$805K +$799K +30,020 New
TW
58
TrinityPoint Wealth
Connecticut
$795K -$783K -29,420 -50%
ECML
59
Eagle Capital Management (Louisiana)
Louisiana
$745K +$56.4K +2,120 +8%
GVAG
60
Great Valley Advisor Group
Delaware
$725K +$24.7K +930 +4%
PAG
61
Private Advisor Group
New Jersey
$684K +$129K +4,840 +23%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$672K +$26.9K +1,010 +4%
FIM
63
Freedom Investment Management
Connecticut
$638K +$633K +23,770 New
ASN
64
Advisory Services Network
Georgia
$625K -$4.79K -180 -0.8%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$594K -$1.33K -50 -0.2%
ACA
66
Atlas Capital Advisors
Wyoming
$570K -$4.79K -180 -0.8%
BRWA
67
B. Riley Wealth Advisors
Florida
$568K +$563K +21,140 New
WI
68
WBI Investments
New Jersey
$544K +$210K +7,900 +64%
LPT
69
Legacy Private Trust
Wisconsin
$537K +$22.4K +840 +4%
KA
70
Kovack Advisors
Florida
$499K +$42.3K +1,590 +9%
EH
71
Equitable Holdings
New York
$471K
SWM
72
SeaCrest Wealth Management
New York
$471K +$20.2K +760 +5%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$466K
DFA
74
DHJJ Financial Advisors
Illinois
$463K -$13.3K -500 -3%
Lido Advisors
75
Lido Advisors
California
$425K +$13.3K +500 +3%

RSPH Hedge Fund Activity: Q1 2021 in Review

168 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2021, worth a combined $293M — up 2.7% from $285M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 13 closed out — a net gain of 4 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $5.22M. The largest seller was Stelac Advisory Services, cutting an estimated $5.61M.

  • 168 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $293M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2021, up 2.7% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2021 and 13 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2021 was IMC Chicago, an estimated $5.22M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $5.61M sold.

Based on aggregated 13F filings for Q1 2021.