We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

151 hedge funds and large institutions have $270M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

270.36% more ownership

Funds ownership: 397.11%667.47% (+270%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

6% less funds holding

Funds holding: 160151 (-9)

13% less capital invested

Capital invested by funds: $312M → $270M (-$42.1M)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
151
Holders Change
-9
Holders Change %
-5.63%
% of All Funds
3.33%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
16
Increased
44
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
101
Howe & Rusling
New York
$132K -$19.1K -900 -11%
SIAP
102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
CHA
103
Carmichael Hill & Associates
Maryland
$115K
SPIA
104
Steward Partners Investment Advisory
New York
$113K +$21.2K +1,000 +20%
HWA
105
HHM Wealth Advisors
Tennessee
$109K -$75.4K -3,560 -38%
HIA
106
Harbor Investment Advisory
Maryland
$102K
SMFS
107
Squar Milner Financial Services
California
$100K
LB
108
Legacy Bridge
Iowa
$99K -$13.1K -620 -11%
KPCM
109
Kings Point Capital Management
New York
$95K +$106K +5,000 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$93K
GWM
111
Geneos Wealth Management
Colorado
$90K +$38.3K +1,810 +58%
FWM
112
Focused Wealth Management
New York
$80K -$112K -5,300 -55%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$80K +$25.4K +1,200 +39%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$79K
PCG
115
Private Capital Group
Connecticut
$78K -$32.8K -1,550 -27%
GT
116
Glenmede Trust
Pennsylvania
$77K
KPW
117
Kore Private Wealth
New York
$77K +$85.8K +4,050 New
EP
118
Eudaimonia Partners
Tennessee
$71K +$6.14K +290 +8%
AF
119
Advisornet Financial
Minnesota
$68K +$33.5K +1,580 +79%
CIAS
120
Capital Investment Advisory Services
North Carolina
$66K +$21.2K +1,000 +40%
DWM
121
Darwin Wealth Management
Florida
$58K +$65.2K +3,080 New
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$56K +$212 +10 +0.3%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$62.3K +2,940 New
FANJ
124
Financial Architects (New Jersey)
New Jersey
$45K +$18.9K +890 +61%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$44K +$33.9K +1,600 +213%

RSPH Hedge Fund Activity: Q1 2020 in Review

151 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2020, worth a combined $270M — down 13% from $312M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RSPH and 16 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 44 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $14.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.71M sold.

  • 151 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2020, down from 160 in Q4 2019.
  • Funds reported $270M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 16 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2020 and 22 closed out, a net change of -6 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $14.2M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2020 was Citadel Advisors, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2020.