We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

154 hedge funds and large institutions have $257M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 151154 (+3)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

5% less capital invested

Capital invested by funds: $270M → $257M (-$13.4M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

289.39% less ownership

Funds ownership: 667.47%378.08% (-289%)

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
17
Increased
46
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$388K -$5.64M -263,270 -94%
PA
77
Parallel Advisors
California
$388K
EWA
78
EP Wealth Advisors
California
$380K -$70.8K -3,310 -16%
SWM
79
SeaCrest Wealth Management
New York
$373K +$214 +10 +0.1%
PAG
80
Private Advisor Group
New Jersey
$370K -$51.4K -2,400 -13%
HCIA
81
Hochman Cole Investment Advisors
Illinois
$360K -$234K -10,920 -40%
ADL
82
Asset Dedication LLC
California
$352K +$4.71K +220 +1%
LFA
83
Landmark Financial Advisors
Kentucky
$350K -$19.1K -890 -5%
KA
84
Kovack Advisors
Florida
$349K +$76K +3,550 +29%
IA
85
IFP Advisors
Florida
$331K +$15.6K +730 +5%
HighTower Advisors
86
HighTower Advisors
Illinois
$318K
DS
87
DRW Securities
Illinois
$275K
CA
88
Cetera Advisors
Colorado
$263K
HH
89
Hilltop Holdings
Texas
$263K +$253K +11,830 New
CCT
90
Country Club Trust
Missouri
$258K -$63.1K -2,950 -20%
SCP
91
Shorepoint Capital Partners
Massachusetts
$256K -$6.42K -300 -3%
SBL
92
Sargent Bickham Lagudis
Colorado
$250K -$856 -40 -0.4%
SHA
93
Seneca House Advisors
Virginia
$247K +$4.92K +230 +2%
BO
94
Bank OZK
Arkansas
$233K +$225K +10,500 New
TNB
95
TCF National Bank
South Dakota
$231K -$62.7K -2,930 -20%
PSF
96
Pacific Sun Financial
California
$222K +$214K +10,000 New
OC
97
Oppenheimer & Co
New York
$220K +$211K +9,880 New
PFO
98
Pathstone Family Office
New Jersey
$219K
SG
99
StoneX Group
New York
$219K +$211K +9,880 New
William Blair & Company
100
William Blair & Company
Illinois
$217K

RSPH Hedge Fund Activity: Q2 2020 in Review

154 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2020, worth a combined $257M — down 5% from $270M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 14 closed out — a net gain of 3 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was Hayden Royal, adding an estimated $6.78M. The largest seller was Osaic Holdings, cutting an estimated $186M.

  • 154 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2020, up from 151 in Q1 2020.
  • Funds reported $257M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2020, down 5% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2020 and 14 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2020 was Hayden Royal, an estimated $6.78M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2020.