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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

180 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 173 → 180 (+7)

1% more capital invested

Capital invested by funds: $394M → $398M (+$4.54M)

3.33% less ownership

Funds ownership: 403.72% → 400.39% (-3.3%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
54
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$6.93M
2
Wells Fargo
Wells Fargo
California
+$3.1M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
FF
Friedenthal Financial
New Jersey
+$2.51M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$1.74M

Top Sellers

1
PS
Portfolio Strategies
New York
-$28.5M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.42M
3
FMC
Financial Management Concepts
Florida
-$6.4M
4
Truist Financial
Truist Financial
North Carolina
-$3.7M
5
FHC
First Heartland Consultants
Missouri
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$566K – – –
SWM
77
SeaCrest Wealth Management
New York
$562K – – –
TW
78
TrinityPoint Wealth
Connecticut
$541K -$6.09K -200 -1%
DFA
79
DHJJ Financial Advisors
Illinois
$541K +$3.35K +110 +0.7%
FTUS
80
Flow Traders U.S.
New York
$530K -$1.94M -63,770 -79%
LFA
81
Landmark Financial Advisors
Kentucky
$530K +$41.4K +1,360 +9%
HNB
82
Huntington National Bank
Ohio
$500K -$427K -14,020 Closed
GWM
83
Geneos Wealth Management
Colorado
$476K +$7.3K +240 +2%
KWM
84
Kingsview Wealth Management
Oregon
$463K +$440K +14,460 New
ADL
85
Asset Dedication LLC
California
$460K – – –
IA
86
IFP Advisors
Florida
$454K +$45.7K +1,500 +12%
BlackRock
87
BlackRock
New York
$433K – – –
FAIM
88
Financial Advocates Investment Management
Washington
$425K -$5.78K -190 -1%
AWE
89
Avidian Wealth Enterprises
Texas
$421K +$400K +13,140 New
HH
90
Hilltop Holdings
Texas
$416K -$4.57K -150 -1%
GAM
91
Garrison Asset Management
Arkansas
$415K – – –
Truist Financial
92
Truist Financial
North Carolina
$346K -$3.7M -121,610 -92%
SBL
93
Sargent Bickham Lagudis
Colorado
$338K – – –
BAM
94
Bruderman Asset Management
New York
$336K -$857K -28,150 -73%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$331K +$314K +10,320 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$313K -$32.3K -1,060 -10%
SCP
97
Shorepoint Capital Partners
Massachusetts
$312K – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$309K -$2.52M -82,850 -90%
SG
99
StoneX Group
New York
$306K +$304 +10 +0.1%
WWMSC
100
Wagner Wealth Management (South Carolina)
South Carolina
$303K -$913 -30 -0.3%
2 3
4
5 6

RSPH Hedge Fund Activity: Q4 2021 in Review

180 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2021, worth a combined $398M — up 1.2% from $394M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPH positions and 15 closed out — a net gain of 9 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $6.93M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $28.5M sold.

  • 180 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $398M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2021 and 15 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2021 was Prudential Financial, an estimated $6.93M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2021 was Portfolio Strategies, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2021.