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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

154 hedge funds and large institutions have $257M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 151 → 154 (+3)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

5% less capital invested

Capital invested by funds: $270M → $257M (-$13.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

289.39% less ownership

Funds ownership: 667.47% → 378.08% (-289%)

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
17
Increased
46
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HR
Hayden Royal
North Carolina
+$6.78M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.24M
4
Morgan Stanley
Morgan Stanley
New York
+$1.89M
5
Wells Fargo
Wells Fargo
California
+$1.39M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$186M
2
GI
Gradient Investments
Minnesota
-$42.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.2M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$7.09M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$214K -$803K -37,500 -80%
GWM
102
Geneos Wealth Management
Colorado
$210K +$103K +4,810 +97%
HR
103
Howe & Rusling
New York
$156K – – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$152K +$53.3K +2,490 +58%
SIAP
105
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151K – – –
CHA
106
Carmichael Hill & Associates
Maryland
$135K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$133K – – –
HWA
108
HHM Wealth Advisors
Tennessee
$128K – – –
PCG
109
Private Capital Group
Connecticut
$126K +$33.2K +1,550 +38%
HIA
110
Harbor Investment Advisory
Maryland
$120K – – –
LB
111
Legacy Bridge
Iowa
$116K – – –
KPCM
112
Kings Point Capital Management
New York
$111K – – –
PFBT
113
Parkside Financial Bank & Trust
Missouri
$110K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$97K +$30.2K +1,410 +48%
FWM
115
Focused Wealth Management
New York
$94K – – –
EP
116
Eudaimonia Partners
Tennessee
$94K +$10.5K +490 +13%
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
$92K – – –
KPW
118
Kore Private Wealth
New York
$90K – – –
CAN
119
Cetera Advisor Networks
California
$84K +$81.1K +3,790 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$78K – – –
GT
121
Glenmede Trust
Pennsylvania
$77K – – –
VNA
122
Valley National Advisers
Pennsylvania
$67K +$64.6K +3,020 New
GI
123
Gradient Investments
Minnesota
$66K -$42.3M -1,974,020 -100%
FANJ
124
Financial Architects (New Jersey)
New Jersey
$49K -$3.21K -150 -6%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$47K -$139K -6,500 -76%
3 4
5
6 7

RSPH Hedge Fund Activity: Q2 2020 in Review

154 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2020, worth a combined $257M — down 5% from $270M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 14 closed out — a net gain of 3 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was Hayden Royal, adding an estimated $6.78M. The largest seller was Osaic Holdings, cutting an estimated $186M.

  • 154 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2020, up from 151 in Q1 2020.
  • Funds reported $257M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2020, down 5% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2020 and 14 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2020 was Hayden Royal, an estimated $6.78M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2020.