We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF
RSPH

120 hedge funds and large institutions have $232M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

20% more funds holding

Funds holding: 100 → 120 (+20)

2% more capital invested

Capital invested by funds: $228M → $232M (+$3.99M)

2.41% less ownership

Funds ownership: 347.17% → 344.76% (-2.4%)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
31
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.06M
2
FIM
Frontier Investment Management
Texas
+$1.42M
3
ACM
AlphaStar Capital Management
North Carolina
+$1.4M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
TCM
Tradewinds Capital Management
Washington
+$996K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$4.33M
2
Morgan Stanley
Morgan Stanley
New York
-$3.82M
3
UBS Group
UBS Group
Switzerland
-$2.46M
4
RJA
Raymond James & Associates
Florida
-$1.7M
5
SI
Stephens Inc
Arkansas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
76
Liberty Capital Management
Michigan
$294K – – –
CA
77
Cetera Advisors
Colorado
$283K +$57.6K +3,250 +26%
SBL
78
Sargent Bickham Lagudis
Colorado
$263K +$34.9K +1,970 +16%
William Blair & Company
79
William Blair & Company
Illinois
$251K -$9.57K -540 -4%
DOA
80
D'Orazio & Associates
Virginia
$227K +$78.3K +4,420 +54%
BFG
81
Barber Financial Group
Kansas
$220K -$10.3K -580 -5%
KWM
82
Kingsview Wealth Management
Oregon
$202K +$199K +11,250 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$178K – – –
OIA
84
OneDigital Investment Advisors
Kansas
$140K -$83.1K -4,690 -38%
FGC
85
Financial Gravity Companies
Texas
$136K +$125K +7,030 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$128K -$1.95K -110 -2%
AOWM
87
Alpha Omega Wealth Management
Virginia
$100K – – –
AA
88
Advisory Alpha
Michigan
$95K -$463K -26,150 -84%
SPIA
89
Steward Partners Investment Advisory
New York
$89K +$88.6K +5,000 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$74K -$76K -4,290 -51%
APA
91
American Portfolios Advisors
New York
$71.5K +$70.5K +3,980 New
US Bancorp
92
US Bancorp
Minnesota
$65K – – –
GT
93
Glenmede Trust
Pennsylvania
$62K – – –
KFA
94
Kabarec Financial Advisors
Illinois
$41K +$40.1K +2,260 New
AF
95
Advisornet Financial
Minnesota
$41K +$40.2K +2,270 New
JCM
96
Jacobi Capital Management
Pennsylvania
$35K +$3.9K +220 +13%
KF
97
Krilogy Financial
Missouri
$30K -$532 -30 -2%
MIFH
98
Migdal Insurance & Financial Holdings
Israel
$26K -$542K -30,560 -95%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$26K – – –
PA
100
Parallel Advisors
California
$20K – – –
2 3
4
5 6

RSPH Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2017, worth a combined $232M — up 1.8% from $228M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RSPH positions and 12 closed out — a net gain of 20 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, adding an estimated $4.06M. The largest seller was Tower Research Capital (TRC), cutting an estimated $4.33M.

  • 120 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $232M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2017, up 1.8% quarter-over-quarter.
  • 32 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2017 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2017 was Jane Street, an estimated $4.06M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2017 was Tower Research Capital (TRC), an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.