We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF
RSPH

186 hedge funds and large institutions have $386M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 187 → 186 (-1)

1% less capital invested

Capital invested by funds: $389M → $386M (-$2.85M)

0.8% less ownership

Funds ownership: 41.31% → 40.51% (-0.8%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

45% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 74

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
41
Reduced
74
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.96M
2
KAS
Kestra Advisory Services
Texas
+$2.45M
3
PS
Principal Securities
Iowa
+$1.97M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.88M
5
LA
LM Advisors
California
+$1.15M

Top Sellers

1
PFM
Peak Financial Management
Massachusetts
-$7.52M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.83M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.99M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
51
Ironsides Asset Advisors
North Carolina
$1.22M +$94 +3 +0%
PWA
52
PCG Wealth Advisors
Kansas
$1.2M -$3.6K -115 -0.3%
BFO
53
Biltmore Family Office
North Carolina
$1.2M – – –
LA
54
LM Advisors
California
$1.18M +$1.15M +36,645 New
OL
55
Optas LLC
Texas
$1.1M -$545K -17,407 -34%
GVAG
56
Great Valley Advisor Group
Delaware
$1.1M -$37.7K -1,205 -3%
EAM
57
Empirical Asset Management
Massachusetts
$1.06M -$12.7K -405 -1%
Lido Advisors
58
Lido Advisors
California
$1.01M -$49K -1,565 -5%
FHC
59
First Heartland Consultants
Missouri
$993K -$221K -7,070 -19%
BPA
60
Beacon Pointe Advisors
California
$969K – – –
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$945K -$286K -9,143 -24%
UB
62
UMB Bank
Missouri
$935K – – –
ECML
63
Eagle Capital Management (Louisiana)
Louisiana
$873K +$13.9K +444 +2%
P
64
&Partners
Tennessee
$854K -$2.79K -89 -0.3%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$841K -$4.83M -154,329 -86%
Corient Private Wealth
66
Corient Private Wealth
Florida
$838K +$89.6K +2,862 +12%
IWM
67
IHT Wealth Management
Illinois
$829K +$308K +9,822 +61%
TW
68
TrinityPoint Wealth
Connecticut
$743K -$39.9K -1,274 -5%
CFS
69
CRA Financial Services
New Jersey
$742K -$136K -4,353 -16%
CL
70
Choreo LLC
Illinois
$719K – – –
CWA
71
Cascade Wealth Advisors
Washington
$706K – – –
SM
72
Sensible Money
Arizona
$703K -$49.3K -1,575 -7%
FIM
73
Freedom Investment Management
Connecticut
$673K -$44.5K -1,421 -6%
ASN
74
Advisory Services Network
Georgia
$668K – – –
Jones Financial Companies
75
Jones Financial Companies
Missouri
$650K +$354K +11,320 +127%
1 2
3
4 5

RSPH Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2024, worth a combined $386M — down 0.73% from $389M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPH positions and 14 closed out — a net gain of 1 holder — while 41 added to existing stakes and 74 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.96M. The largest seller was Peak Financial Management, cutting an estimated $7.52M.

  • 186 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2024, down from 187 in Q2 2024.
  • Funds reported $386M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2024, down 0.73% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2024 and 14 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2024 was LPL Financial, an estimated $3.96M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2024 was Peak Financial Management, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2024.