We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

189 hedge funds and large institutions have $444M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34.41% more ownership

Funds ownership: 435.92%470.33% (+34%)

15% more call options, than puts

Call options by funds: $236K | Put options by funds: $206K

3% more funds holding

Funds holding: 183189 (+6)

5% more capital invested

Capital invested by funds: $425M → $444M (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

Holders
189
Holders Change
+6
Holders Change %
+3.28%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
53
Reduced
61
Closed
13
Calls
$236K
Puts
$206K
Net Calls
+$30K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.34M +$186K +6,350 +16%
WAM
52
Walker Asset Management
Missouri
$1.32M -$36.9K -1,260 -3%
Corient Private Wealth
53
Corient Private Wealth
Florida
$1.3M +$879 +30 +0.1%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.22M -$80K -2,730 -6%
OC
55
Oppenheimer & Co
New York
$1.19M +$89.9K +3,070 +8%
BFO
56
Biltmore Family Office
North Carolina
$1.14M
CI
57
CX Institutional
Indiana
$1.14M +$1.12M +38,260 New
DAS
58
Dynamic Advisor Solutions
Arizona
$1.11M +$66.8K +2,280 +7%
FHC
59
First Heartland Consultants
Missouri
$1.07M +$130K +4,450 +14%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$966K -$175K -5,970 -16%
Citadel Advisors
61
Citadel Advisors
Florida
$957K +$73.5K +2,510 +8%
P
62
&Partners
Tennessee
$930K +$293 +10 +0%
OIA
63
OneDigital Investment Advisors
Kansas
$905K -$31.1K -1,060 -3%
BPA
64
Beacon Pointe Advisors
California
$896K
ECML
65
Eagle Capital Management (Louisiana)
Louisiana
$885K -$9.67K -330 -1%
PWA
66
PCG Wealth Advisors
Kansas
$873K +$520K +17,750 +154%
UB
67
UMB Bank
Missouri
$864K
CFS
68
CRA Financial Services
New Jersey
$850K +$293 +10 +0%
MW
69
MBL Wealth
North Carolina
$803K +$132K +4,490 +20%
TW
70
TrinityPoint Wealth
Connecticut
$745K -$58.6K -2,000 -7%
LFA
71
Landmark Financial Advisors
Kentucky
$724K +$5.57K +190 +0.8%
SM
72
Sensible Money
Arizona
$697K
PA
73
PFG Advisors
Arizona
$675K +$664K +22,650 New
CL
74
Choreo LLC
Illinois
$599K
CA
75
Clearstead Advisors
Ohio
$582K

RSPH Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2023, worth a combined $444M — up 4.5% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPH positions and 13 closed out — a net gain of 8 holders — while 53 added to existing stakes and 61 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $27.1M. The largest seller was JP Morgan Chase, cutting an estimated $3.52M.

  • 189 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $444M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2023 and 13 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $27.1M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2023 was JP Morgan Chase, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.