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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

145 hedge funds and large institutions have $320M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

15% more capital invested

Capital invested by funds: $279M → $320M (+$41M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 145 → 145 (0)

511.05% less ownership

Funds ownership: 932.34% → 421.29% (-511%)

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
17
Increased
46
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$47.8M
2
IDA
Intelligence Driven Advisers
California
+$8.22M
3
IMC Chicago
IMC Chicago
Illinois
+$7.53M
4
SAS
Stelac Advisory Services
New York
+$6.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
JPLA
Joseph P. Lucia & Associates
New York
-$403M
2
TCM
Tradewinds Capital Management
Washington
-$12.8M
3
Bank of America
Bank of America
North Carolina
-$10.2M
4
HGWM
Harvest Group Wealth Management
Massachusetts
-$6.27M
5
Wells Fargo
Wells Fargo
California
-$6.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$186K +$42.2K +2,170 +31%
SBL
102
Sargent Bickham Lagudis
Colorado
$150K – – –
PCG
103
Private Capital Group
Connecticut
$146K +$62.2K +3,200 +57%
AOWM
104
Alpha Omega Wealth Management
Virginia
$121K – – –
SIAP
105
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$112K +$108K +5,550 New
SMFS
106
Squar Milner Financial Services
California
$107K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$101K +$97.2K +5,000 New
PFBT
108
Parkside Financial Bank & Trust
Missouri
$100K – – –
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$84K – – –
GWM
110
Geneos Wealth Management
Colorado
$68K +$1.36K +70 +2%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$67K – – –
RCAG
112
Rehmann Capital Advisory Group
Michigan
$64.3K +$194 +10 +0.3%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$60K – – –
AF
114
Advisornet Financial
Minnesota
$41K – – –
1IA
115
1834 Investment Advisors
Wisconsin
$39K – – –
LGWM
116
Litman Gregory Wealth Management
California
$39K – – –
JCM
117
Jacobi Capital Management
Pennsylvania
$38K +$194 +10 +0.5%
HGWM
118
Harvest Group Wealth Management
Massachusetts
$36K -$6.27M -322,690 -99%
OIA
119
OneDigital Investment Advisors
Kansas
$36K – – –
Citigroup
120
Citigroup
New York
$22K – – –
FANJ
121
Financial Architects (New Jersey)
New Jersey
$21K – – –
ADL
122
Asset Dedication LLC
California
$20K – – –
US Bancorp
123
US Bancorp
Minnesota
$19K -$9.72K -500 -35%
TNBTD
124
Trustmark National Bank Trust Department
Mississippi
$19K – – –
KFS
125
Kelly Financial Services
Massachusetts
$18.2K – – –
3 4
5
6 7

RSPH Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2019, worth a combined $320M — up 15% from $279M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 16 closed out — a net gain of 1 holder — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $47.8M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $403M.

  • 145 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $320M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2019 and 16 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2019 was Gradient Investments, an estimated $47.8M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $403M sold.

Based on aggregated 13F filings for Q2 2019.