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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

179 hedge funds and large institutions have $371M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33.44% more ownership

Funds ownership: 412% → 445.43% (+33%)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $354M → $371M (+$16.9M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 182 → 179 (-3)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
52
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
UBS Group
UBS Group
Switzerland
+$8.59M
3
Prudential Financial
Prudential Financial
New Jersey
+$8.44M
4
SOS
Silver Oak Securities
Tennessee
+$6.8M
5
WLPWM
Walled Lake Planning & Wealth Management
Illinois
+$4.65M

Top Sellers

1
SA
SFI Advisors
New Jersey
-$1.88M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.7M
3
LWM
Laidlaw Wealth Management
New York
-$1.55M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.47M
5
MPCG
Matrix Private Capital Group
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
76
Asset Dedication LLC
California
$503K – – –
ACA
77
Atlas Capital Advisors
Wyoming
$500K +$28K +1,020 +5%
Mariner
78
Mariner
Kansas
$494K +$539K +19,670 New
CA
79
Clearstead Advisors
Ohio
$491K +$485K +17,680 +961%
Citadel Advisors
80
Citadel Advisors
Florida
$482K +$526K +19,200 New
LPT
81
Legacy Private Trust
Wisconsin
$476K -$22.2K -810 -4%
OAM
82
Occidental Asset Management
California
$460K -$291K -10,620 -37%
CFG
83
Cooper Financial Group
California
$458K – – –
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$443K +$274 +10 +0.1%
SWM
85
SeaCrest Wealth Management
New York
$441K +$274 +10 +0.1%
EH
86
Equitable Holdings
New York
$436K – – –
KA
87
Kovack Advisors
Florida
$427K -$2.47K -90 -0.5%
DFA
88
DHJJ Financial Advisors
Illinois
$424K +$274 +10 +0.1%
GWM
89
Geneos Wealth Management
Colorado
$414K -$2.19K -80 -0.5%
HNB
90
Huntington National Bank
Ohio
$408K – – –
WWM
91
Western Wealth Management
Colorado
$386K – – –
KWM
92
Kingsview Wealth Management
Oregon
$356K -$274 -10 -0.1%
BlackRock
93
BlackRock
New York
$339K – – –
OCPWS
94
One Charles Private Wealth Services
Massachusetts
$337K – – –
KAS
95
Kestra Advisory Services
Texas
$334K +$364K +13,280 New
AWE
96
Avidian Wealth Enterprises
Texas
$330K – – –
HH
97
Hilltop Holdings
Texas
$326K – – –
GAM
98
Garrison Asset Management
Arkansas
$324K – – –
NA
99
NewEdge Advisors
Louisiana
$296K – – –
IA
100
IFP Advisors
Florida
$294K +$27.1K +990 +7%
2 3
4
5 6

RSPH Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2022, worth a combined $371M — up 4.8% from $354M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPH and 19 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was SFI Advisors, cutting an estimated $1.88M.

  • 179 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2022, down from 182 in Q2 2022.
  • Funds reported $371M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2022 and 20 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2022 was Morgan Stanley, an estimated $11.4M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2022 was SFI Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2022.