Invesco S&P 500 Equal Weight Health Care ETF
RSPH
89 hedge funds and large institutions have $169M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 18 closing their positions.
23.4% more ownership
Funds ownership: 339.33% → 362.73% (+23%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
2% less funds holding
Funds holding: 91 → 89 (-2)
45% less capital invested
Capital invested by funds: $307M → $169M (-$138M)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWMPD
101
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$6K | -360 | Closed |
|
|
CFA
102
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$2K | -180 | Closed |
|
|
EWM
103
Edge Wealth Management
New York
| – | -$2K | -150 | Closed |
|
|
TCM
104
Tradewinds Capital Management
Bellingham,
Washington
| – | -$2K | -150 | Closed |
|
105
AssetMark Inc
Concord,
California
| – | +$148 | +10 | New |
|
RSPH Hedge Fund Activity: Q4 2016 in Review
89 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2016, worth a combined $169M — down 45% from $307M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RSPH positions and 18 closed out — a net gain of 1 holder — while 26 added to existing stakes and 28 trimmed.
The largest buyer was Frontier Investment Management, adding an estimated $4.64M. The largest seller was LPL Financial, cutting an estimated $5.35M.
- 89 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2016, down from 91 in Q3 2016.
- Funds reported $169M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2016, down 45% quarter-over-quarter.
- 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2016 and 18 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2016 was Frontier Investment Management, an estimated $4.64M added.
- The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2016 was LPL Financial, an estimated $5.35M sold.
Based on aggregated 13F filings for Q4 2016.