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Invesco S&P 500 Equal Weight Health Care ETF

190 hedge funds and large institutions have $437M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $442M → $437M (-$4.5M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 194190 (-4)

2.89% less ownership

Funds ownership: 45.52%42.62% (-2.9%)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
57
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$616K
CA
77
Clearstead Advisors
Ohio
$596K
Mariner
78
Mariner
Kansas
$579K +$184 +6 +0%
KWM
79
Kingsview Wealth Management
Oregon
$571K +$307 +10 +0.1%
AWA
80
Arete Wealth Advisors
Illinois
$571K +$8.76K +285 +2%
KPWS
81
Kestra Private Wealth Services
Texas
$559K +$32.4K +1,055 +6%
PTC
82
Private Trust Company
Ohio
$552K
GWP
83
Gateway Wealth Partners
Wisconsin
$550K -$55.8K -1,816 -9%
KFA
84
Kapstone Financial Advisors
Ohio
$541K
AWE
85
Avidian Wealth Enterprises
Texas
$529K -$20.9K -680 -4%
SWM
86
SeaCrest Wealth Management
New York
$514K +$123 +4 +0%
KAS
87
Kestra Advisory Services
Texas
$500K -$18.7K -609 -4%
DFA
88
DHJJ Financial Advisors
Illinois
$498K
NA
89
NewEdge Advisors
Louisiana
$481K -$28.5K -927 -6%
GWM
90
Geneos Wealth Management
Colorado
$480K -$32.7K -1,065 -7%
AAS
91
Avantax Advisory Services
Texas
$467K +$174K +5,667 +63%
ACA
92
Atlas Capital Advisors
Wyoming
$463K
EH
93
Equitable Holdings
New York
$443K
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$436K +$93.9K +3,058 +29%
PPWM
95
Perissos Private Wealth Management
Oklahoma
$436K +$421K +13,714 New
BlackRock
96
BlackRock
New York
$429K
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$415K -$238K -7,742 -37%
GAM
98
Garrison Asset Management
Arkansas
$409K
HNB
99
Huntington National Bank
Ohio
$399K
LSAG
100
Lake Street Advisors Group
New Hampshire
$366K -$30.7K -1,000 -8%

RSPH Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2024, worth a combined $437M — down 1% from $442M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of RSPH and 17 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 57 added.

The largest buyer was Bank of Montreal, adding an estimated $4.76M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 190 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2024, down from 194 in Q4 2023.
  • Funds reported $437M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2024, down 1% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2024 and 18 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2024 was Bank of Montreal, an estimated $4.76M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.