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Invesco S&P 500 Equal Weight Health Care ETF

189 hedge funds and large institutions have $444M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34.41% more ownership

Funds ownership: 435.92%470.33% (+34%)

15% more call options, than puts

Call options by funds: $236K | Put options by funds: $206K

3% more funds holding

Funds holding: 183189 (+6)

5% more capital invested

Capital invested by funds: $425M → $444M (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

Holders
189
Holders Change
+6
Holders Change %
+3.28%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
53
Reduced
61
Closed
13
Calls
$236K
Puts
$206K
Net Calls
+$30K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$578K
GWP
77
Gateway Wealth Partners
Wisconsin
$577K +$17.6K +600 +3%
KFA
78
Kapstone Financial Advisors
Ohio
$568K +$5.01M +171,110 +869%
AWA
79
Arete Wealth Advisors
Illinois
$567K +$557K +19,020 New
ASN
80
Advisory Services Network
Georgia
$551K -$132K -4,510 -20%
LPT
81
Legacy Private Trust
Wisconsin
$548K +$3.52K +120 +0.7%
CFG
82
Cooper Financial Group
California
$543K
KWM
83
Kingsview Wealth Management
Oregon
$536K +$125K +4,270 +31%
Mariner
84
Mariner
Kansas
$523K -$155K -5,300 -23%
AWE
85
Avidian Wealth Enterprises
Texas
$518K +$122K +4,180 +32%
EH
86
Equitable Holdings
New York
$517K
PTC
87
Private Trust Company
Ohio
$517K
KA
88
Kovack Advisors
Florida
$517K -$39.5K -1,350 -7%
KAS
89
Kestra Advisory Services
Texas
$514K +$293 +10 +0.1%
GWM
90
Geneos Wealth Management
Colorado
$507K -$27.5K -940 -5%
PCS
91
Personal CFO Solutions
New Jersey
$487K +$479K +16,360 New
SWM
92
SeaCrest Wealth Management
New York
$481K -$41K -1,400 -8%
ACA
93
Atlas Capital Advisors
Wyoming
$467K -$293 -10 -0.1%
DFA
94
DHJJ Financial Advisors
Illinois
$467K
OCPWS
95
One Charles Private Wealth Services
Massachusetts
$447K +$22.6K +770 +5%
HNB
96
Huntington National Bank
Ohio
$434K
NA
97
NewEdge Advisors
Louisiana
$431K +$7.03K +240 +2%
BlackRock
98
BlackRock
New York
$402K
SG
99
StoneX Group
New York
$399K +$9.37K +320 +2%
LOIP
100
Live Oak Investment Partners
Texas
$399K

RSPH Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2023, worth a combined $444M — up 4.5% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPH positions and 13 closed out — a net gain of 8 holders — while 53 added to existing stakes and 61 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $27.1M. The largest seller was JP Morgan Chase, cutting an estimated $3.52M.

  • 189 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $444M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2023 and 13 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $27.1M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2023 was JP Morgan Chase, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.