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Invesco S&P 500 Equal Weight Health Care ETF

160 hedge funds and large institutions have $312M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more funds holding

Funds holding: 133160 (+27)

16% more capital invested

Capital invested by funds: $270M → $312M (+$42.7M)

9.84% more ownership

Funds ownership: 387.26%397.11% (+9.8%)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

Holders
160
Holders Change
+27
Holders Change %
+20.3%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
40
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$401K +$380K +18,200 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$392K
AL
78
Aspiriant LLC
California
$388K +$96.2K +4,610 +36%
PA
79
Parallel Advisors
California
$387K
SWM
80
SeaCrest Wealth Management
New York
$376K -$6.68K -320 -2%
LFA
81
Landmark Financial Advisors
Kentucky
$376K +$343K +16,440 New
BFEC
82
Benjamin F. Edwards & Company
Missouri
$363K -$1.88K -90 -0.5%
TNB
83
TCF National Bank
South Dakota
$318K +$69.9K +3,350 +30%
HighTower Advisors
84
HighTower Advisors
Illinois
$316K +$297K +14,250 New
IA
85
IFP Advisors
Florida
$315K +$54.1K +2,590 +22%
SHA
86
Seneca House Advisors
Virginia
$295K -$156K -7,450 -36%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$289K +$94.8K +4,540 +53%
William Blair & Company
88
William Blair & Company
Illinois
$288K
SPC
89
Sigma Planning Corp
Michigan
$275K -$72.4K -3,470 -22%
DS
90
DRW Securities
Illinois
$274K
KA
91
Kovack Advisors
Florida
$269K +$6.26K +300 +3%
CA
92
Cetera Advisors
Colorado
$262K -$37.2K -1,780 -13%
SCP
93
Shorepoint Capital Partners
Massachusetts
$261K
FAIM
94
Financial Advocates Investment Management
Washington
$251K +$237K +11,340 New
LFPWM
95
Leicht Financial Planning & Wealth Management
New Jersey
$246K -$52.8K -2,530 -19%
AF
96
Alerus Financial
North Dakota
$243K
SG
97
StoneX Group
New York
$239K +$226K +10,810 New
ISWM
98
Independent Solutions Wealth Management
New York
$239K +$225K +10,790 New
BO
99
Bank OZK
Arkansas
$233K
OC
100
Oppenheimer & Co
New York
$224K -$1.67K -80 -0.8%

RSPH Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2019, worth a combined $312M — up 16% from $270M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RSPH positions and 11 closed out — a net gain of 27 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $6.53M. The largest seller was Gradient Investments, cutting an estimated $11.5M.

  • 160 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2019, up from 133 in Q3 2019.
  • Funds reported $312M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 38 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2019 and 11 closed out, a net change of +27 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2019 was IMC Chicago, an estimated $6.53M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2019 was Gradient Investments, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2019.