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Invesco S&P 500 Equal Weight Health Care ETF

183 hedge funds and large institutions have $425M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% less capital invested

Capital invested by funds: $442M → $425M (-$16.9M)

4% less funds holding

Funds holding: 190183 (-7)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

12.14% less ownership

Funds ownership: 448.05%435.92% (-12%)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $263K

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
50
Reduced
57
Closed
20
Calls
Puts
$263K
Net Calls
-$263K
Net Calls Change
-$464K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Walker Asset Management
Missouri
$1.33M -$79.4K -2,730 -6%
Corient Private Wealth
52
Corient Private Wealth
Florida
$1.28M +$1.27M +43,740 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$1.27M +$24.7K +850 +2%
IAA
54
Ironsides Asset Advisors
North Carolina
$1.14M
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.13M +$91.6K +3,150 +9%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$1.12M -$4.66K -160 -0.4%
BFO
57
Biltmore Family Office
North Carolina
$1.12M
OC
58
Oppenheimer & Co
New York
$1.07M -$21.2K -730 -2%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.02M +$165K +5,670 +19%
Lido Advisors
60
Lido Advisors
California
$969K +$253K +8,680 +35%
FHC
61
First Heartland Consultants
Missouri
$922K +$167K +5,750 +22%
OIA
62
OneDigital Investment Advisors
Kansas
$917K -$1.71M -58,660 -65%
P
63
&Partners
Tennessee
$910K -$20.4K -700 -2%
BPA
64
Beacon Pointe Advisors
California
$877K
ECML
65
Eagle Capital Management (Louisiana)
Louisiana
$876K -$31.4K -1,080 -3%
Citadel Advisors
66
Citadel Advisors
Florida
$863K +$861K +29,590 New
UB
67
UMB Bank
Missouri
$846K
SCA
68
Snowden Capital Advisors
New York
$836K +$123K +4,230 +17%
CFS
69
CRA Financial Services
New Jersey
$832K +$582 +20 +0.1%
TW
70
TrinityPoint Wealth
Connecticut
$787K -$31.1K -1,070 -4%
LFA
71
Landmark Financial Advisors
Kentucky
$703K +$58.5K +2,010 +9%
SM
72
Sensible Money
Arizona
$683K
ASN
73
Advisory Services Network
Georgia
$671K +$46.3K +1,590 +7%
Mariner
74
Mariner
Kansas
$666K -$147K -5,060 -18%
MW
75
MBL Wealth
North Carolina
$655K -$18.6K -640 -3%

RSPH Hedge Fund Activity: Q1 2023 in Review

183 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2023, worth a combined $425M — down 3.8% from $442M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPH and 18 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 50 added.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $4.39M. The largest seller was WBI Investments, exiting entirely with an estimated $6.59M sold.

  • 183 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2023, down from 190 in Q4 2022.
  • Funds reported $425M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2023, down 3.8% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2023 and 20 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2023 was Private Advisor Group, an estimated $4.39M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2023 was WBI Investments, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2023.