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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

190 hedge funds and large institutions have $437M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less capital invested

Capital invested by funds: $442M → $437M (-$4.5M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 194 → 190 (-4)

2.89% less ownership

Funds ownership: 45.52% → 42.62% (-2.9%)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
57
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.76M
2
BFG
Berger Financial Group
Minnesota
+$3.94M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.62M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.35M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$30.5M
2
UBS Group
UBS Group
Switzerland
-$6.94M
3
Stifel Financial
Stifel Financial
Missouri
-$5.76M
4
RAG
RIA Advisory Group
Iowa
-$2.97M
5
LPL Financial
LPL Financial
California
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$1.44M -$43.1K -1,404 -3%
WAM
52
Walker Asset Management
Missouri
$1.39M -$66.2K -2,154 -5%
GVAG
53
Great Valley Advisor Group
Delaware
$1.27M -$530K -17,255 -30%
FHC
54
First Heartland Consultants
Missouri
$1.24M +$14.2K +462 +1%
IAA
55
Ironsides Asset Advisors
North Carolina
$1.21M +$164K +5,352 +16%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.21M -$43K -1,400 -4%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.2M -$115K -3,733 -9%
BFO
58
Biltmore Family Office
North Carolina
$1.18M -$34.1K -1,110 -3%
PWA
59
PCG Wealth Advisors
Kansas
$1.16M +$90.5K +2,947 +9%
EAM
60
Empirical Asset Management
Massachusetts
$1.14M +$1.1M +35,840 New
Lido Advisors
61
Lido Advisors
California
$1.11M -$13.3K -434 -1%
Corient Private Wealth
62
Corient Private Wealth
Florida
$1.1M +$78.6K +2,560 +8%
BPA
63
Beacon Pointe Advisors
California
$955K – – –
UB
64
UMB Bank
Missouri
$922K – – –
DC
65
Davenport & Co
Virginia
$909K -$220K -7,174 -20%
CFS
66
CRA Financial Services
New Jersey
$905K -$2.46K -80 -0.3%
P
67
&Partners
Tennessee
$881K +$154 +5 +0%
ECML
68
Eagle Capital Management (Louisiana)
Louisiana
$841K -$94.8K -3,087 -10%
FIM
69
Freedom Investment Management
Connecticut
$833K -$237K -7,706 -23%
TW
70
TrinityPoint Wealth
Connecticut
$774K +$2.18K +71 +0.3%
SM
71
Sensible Money
Arizona
$744K – – –
ASN
72
Advisory Services Network
Georgia
$719K +$2.49K +81 +0.4%
CWA
73
Cascade Wealth Advisors
Washington
$656K +$673K +21,900 New
CL
74
Choreo LLC
Illinois
$639K – – –
FAIM
75
Financial Advocates Investment Management
Washington
$619K +$215 +7 +0%
1 2
3
4 5

RSPH Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2024, worth a combined $437M — down 1% from $442M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of RSPH and 17 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 57 added.

The largest buyer was Bank of Montreal, adding an estimated $4.76M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 190 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2024, down from 194 in Q4 2023.
  • Funds reported $437M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2024, down 1% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2024 and 18 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2024 was Bank of Montreal, an estimated $4.76M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.