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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

120 hedge funds and large institutions have $232M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

20% more funds holding

Funds holding: 100 → 120 (+20)

2% more capital invested

Capital invested by funds: $228M → $232M (+$3.99M)

2.41% less ownership

Funds ownership: 347.17% → 344.76% (-2.4%)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
31
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.06M
2
FIM
Frontier Investment Management
Texas
+$1.42M
3
ACM
AlphaStar Capital Management
North Carolina
+$1.4M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
TCM
Tradewinds Capital Management
Washington
+$996K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$4.33M
2
Morgan Stanley
Morgan Stanley
New York
-$3.82M
3
UBS Group
UBS Group
Switzerland
-$2.46M
4
RJA
Raymond James & Associates
Florida
-$1.7M
5
SI
Stephens Inc
Arkansas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
101
Asset Dedication LLC
California
$18K – – –
FANJ
102
Financial Architects (New Jersey)
New Jersey
$18K – – –
GRP
103
Global Retirement Partners
California
$18K – – –
Citigroup
104
Citigroup
New York
$16K +$15.9K +900 New
JFGIW
105
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –
IWM
106
IHT Wealth Management
Illinois
$12K – – –
PCFFS
107
Pacific Center for Financial Services
California
$12K – – –
WTB
108
Washington Trust Bank
Washington
$11K +$10.6K +600 New
FRA
109
Front Row Advisors
California
$10K +$9.75K +550 New
AIS
110
Accurate Investment Solutions
Pennsylvania
$10K +$9.92K +560 New
LWA
111
Lowe Wealth Advisors
Maryland
$10K +$10.1K +570 New
BTIS
112
BB&T Investment Services
North Carolina
$7K +$6.91K +390 New
HMS
113
Hanseatic Management Services
New Mexico
$6K – – –
KJWM
114
Kiley Juergens Wealth Management
Washington
$5K +$5.14K +290 New
BWM
115
Baystate Wealth Management
Massachusetts
$3K -$354 -20 -12%
RAM
116
Riggs Asset Management
Pennsylvania
$3K – – –
VFA
117
Valeo Financial Advisors
Indiana
$2K – – –
SHJ
118
Sharkey, Howes & Javer
Colorado
$1K – – –
PCG
119
Private Capital Group
Connecticut
$110 +$164K +9,230 New
SI
120
Stephens Inc
Arkansas
– -$1.32M -75,420 Closed
PMG
121
ProVise Management Group
Florida
– -$1.2M -68,380 Closed
Citadel Advisors
122
Citadel Advisors
Florida
– -$1.14M -65,000 Closed
PAG
123
Private Advisor Group
New Jersey
– -$589K -33,530 Closed
BTS
124
BB&T Securities
Virginia
– -$485K -27,700 Closed
SI
125
SII Investments
Wisconsin
– -$414K -23,650 Closed
2 3 4
5
6

RSPH Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2017, worth a combined $232M — up 1.8% from $228M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RSPH positions and 12 closed out — a net gain of 20 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, adding an estimated $4.06M. The largest seller was Tower Research Capital (TRC), cutting an estimated $4.33M.

  • 120 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $232M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2017, up 1.8% quarter-over-quarter.
  • 32 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2017 and 12 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2017 was Jane Street, an estimated $4.06M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2017 was Tower Research Capital (TRC), an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2017.