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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

180 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 173 → 180 (+7)

1% more capital invested

Capital invested by funds: $394M → $398M (+$4.54M)

3.33% less ownership

Funds ownership: 403.72% → 400.39% (-3.3%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
54
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$6.93M
2
Wells Fargo
Wells Fargo
California
+$3.1M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
FF
Friedenthal Financial
New Jersey
+$2.51M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$1.74M

Top Sellers

1
PS
Portfolio Strategies
New York
-$28.5M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.42M
3
FMC
Financial Management Concepts
Florida
-$6.4M
4
Truist Financial
Truist Financial
North Carolina
-$3.7M
5
FHC
First Heartland Consultants
Missouri
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.68M -$239K -7,840 -13%
PPW
52
Pinnacle Private Wealth
Massachusetts
$1.45M +$1.38M +45,260 New
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$1.43M – – –
MPCG
54
Matrix Private Capital Group
New York
$1.34M +$304 +10 +0%
BFO
55
Biltmore Family Office
North Carolina
$1.31M – – –
IAA
56
Ironsides Asset Advisors
North Carolina
$1.26M +$59.4K +1,950 +5%
P
57
&Partners
Tennessee
$1.12M -$2.74K -90 -0.3%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$1.11M +$302K +9,920 +40%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$998K -$28.6K -940 -3%
OAM
60
Occidental Asset Management
California
$960K -$35.3K -1,160 -4%
ECML
61
Eagle Capital Management (Louisiana)
Louisiana
$958K +$36.8K +1,210 +4%
CFS
62
CRA Financial Services
New Jersey
$934K -$30.4K -1,000 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$931K +$49.6K +1,630 +6%
UB
64
UMB Bank
Missouri
$929K +$883K +29,000 New
DAS
65
Dynamic Advisor Solutions
Arizona
$915K +$121K +3,980 +16%
GVAG
66
Great Valley Advisor Group
Delaware
$843K – – –
EH
67
Equitable Holdings
New York
$787K -$6.09K -200 -0.8%
Lido Advisors
68
Lido Advisors
California
$715K +$42.6K +1,400 +7%
ASN
69
Advisory Services Network
Georgia
$709K -$33.5K -1,100 -5%
BRWA
70
B. Riley Wealth Advisors
Florida
$685K +$30.7K +1,010 +5%
OC
71
Oppenheimer & Co
New York
$682K +$27.7K +910 +4%
ACA
72
Atlas Capital Advisors
Wyoming
$638K – – –
LPT
73
Legacy Private Trust
Wisconsin
$627K -$4.57K -150 -0.8%
Goldman Sachs
74
Goldman Sachs
New York
$619K +$18.3K +600 +3%
KA
75
Kovack Advisors
Florida
$573K -$11.9K -390 -2%
1 2
3
4 5

RSPH Hedge Fund Activity: Q4 2021 in Review

180 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2021, worth a combined $398M — up 1.2% from $394M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPH positions and 15 closed out — a net gain of 9 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $6.93M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $28.5M sold.

  • 180 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $398M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2021 and 15 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2021 was Prudential Financial, an estimated $6.93M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2021 was Portfolio Strategies, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2021.