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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

160 hedge funds and large institutions have $312M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

20% more funds holding

Funds holding: 133 → 160 (+27)

16% more capital invested

Capital invested by funds: $270M → $312M (+$42.7M)

9.84% more ownership

Funds ownership: 387.26% → 397.11% (+9.8%)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

Holders
160
Holders Change
+27
Holders Change %
+20.3%
% 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
0.12%
New
38
Increased
40
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$6.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.14M
3
BCI
Brinker Capital Investments
Pennsylvania
+$3.13M
4
KWM
Kingsview Wealth Management
Oregon
+$1.66M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$11.5M
2
FFN
Focus Financial Network
Minnesota
-$4.5M
3
CA
Cornerstone Advisory
Maryland
-$2.01M
4
FI
FormulaFolio Investments
Michigan
-$1.84M
5
FF
Friedenthal Financial
New Jersey
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
101
Pacific Sun Financial
California
$216K +$204K +9,750 New
FWM
102
Focused Wealth Management
New York
$212K -$4.59K -220 -2%
Prudential Financial
103
Prudential Financial
New Jersey
$212K +$200K +9,580 New
HWA
104
HHM Wealth Advisors
Tennessee
$206K +$195K +9,330 New
HR
105
Howe & Rusling
New York
$175K -$21.9K -1,050 -12%
SBL
106
Sargent Bickham Lagudis
Colorado
$163K – – –
SIAP
107
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150K – – –
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
$146K +$138K +6,630 New
CHA
109
Carmichael Hill & Associates
Maryland
$135K +$127K +6,080 New
CF
110
Centaurus Financial
California
$133K +$126K +6,020 New
LB
111
Legacy Bridge
Iowa
$129K +$122K +5,830 New
PCG
112
Private Capital Group
Connecticut
$125K -$2.71K -130 -2%
HIA
113
Harbor Investment Advisory
Maryland
$120K +$113K +5,400 New
SMFS
114
Squar Milner Financial Services
California
$117K +$110K +5,290 New
SPIA
115
Steward Partners Investment Advisory
New York
$110K – – –
PFBT
116
Parkside Financial Bank & Trust
Missouri
$109K – – –
IFWM
117
Institute for Wealth Management
Colorado
$108K +$101K +4,860 New
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$92K – – –
GT
119
Glenmede Trust
Pennsylvania
$77K – – –
EP
120
Eudaimonia Partners
Tennessee
$77K +$72.2K +3,460 New
GWM
121
Geneos Wealth Management
Colorado
$69K -$6.47K -310 -9%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$69K – – –
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$66K – – –
CIAS
124
Capital Investment Advisory Services
North Carolina
$55K – – –
AWA
125
Arkadios Wealth Advisors
Georgia
$46.3K +$42.2K +2,020 New
3 4
5
6 7

RSPH Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2019, worth a combined $312M — up 16% from $270M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RSPH positions and 11 closed out — a net gain of 27 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $6.53M. The largest seller was Gradient Investments, cutting an estimated $11.5M.

  • 160 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2019, up from 133 in Q3 2019.
  • Funds reported $312M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 38 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2019 and 11 closed out, a net change of +27 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2019 was IMC Chicago, an estimated $6.53M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2019 was Gradient Investments, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2019.