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Invesco S&P 500 Equal Weight Health Care ETF

173 hedge funds and large institutions have $394M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

30.19% more ownership

Funds ownership: 373.53%403.72% (+30%)

22% more capital invested

Capital invested by funds: $323M → $394M (+$71M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 164173 (+9)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
19
Increased
46
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
76
Legacy Private Trust
Wisconsin
$588K -$9.23K -300 -1%
Goldman Sachs
77
Goldman Sachs
New York
$558K -$1.9M -61,780 -77%
KA
78
Kovack Advisors
Florida
$544K +$10.8K +350 +2%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$527K +$147K +4,780 +37%
SWM
80
SeaCrest Wealth Management
New York
$522K -$924 -30 -0.2%
TW
81
TrinityPoint Wealth
Connecticut
$509K +$4.92K +160 +0.9%
DFA
82
DHJJ Financial Advisors
Illinois
$500K -$9.54K -310 -2%
GWM
83
Geneos Wealth Management
Colorado
$436K +$14.5K +470 +3%
ADL
84
Asset Dedication LLC
California
$428K
HNB
85
Huntington National Bank
Ohio
$418K
LFA
86
Landmark Financial Advisors
Kentucky
$408K -$6.77K -220 -1%
SI
87
Stephens Inc
Arkansas
$408K +$421K +13,690 New
BlackRock
88
BlackRock
New York
$403K
FAIM
89
Financial Advocates Investment Management
Washington
$400K +$308 +10 +0.1%
HH
90
Hilltop Holdings
Texas
$392K -$64K -2,080 -14%
GAM
91
Garrison Asset Management
Arkansas
$386K
IA
92
IFP Advisors
Florida
$380K -$2.15K -70 -0.5%
EWA
93
EP Wealth Advisors
California
$363K -$75.1K -2,440 -17%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$323K -$30.5K -990 -8%
SBL
95
Sargent Bickham Lagudis
Colorado
$315K
KPWS
96
Kestra Private Wealth Services
Texas
$301K
FGAM
97
Financial Gravity Asset Management
Texas
$298K
WWMSC
98
Wagner Wealth Management (South Carolina)
South Carolina
$293K -$70.8K -2,300 -19%
KAS
99
Kestra Advisory Services
Texas
$292K +$69.3K +2,250 +30%
SCP
100
Shorepoint Capital Partners
Massachusetts
$291K +$300K +9,750 New

RSPH Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2021, worth a combined $394M — up 22% from $323M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPH positions and 6 closed out — a net gain of 13 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $29.4M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.04M sold.

  • 173 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2021, up from 164 in Q2 2021.
  • Funds reported $394M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2021, up 22% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2021 and 6 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2021 was Portfolio Strategies, an estimated $29.4M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2021 was IronBridge Private Wealth, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2021.