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Invesco S&P 500 Equal Weight Health Care ETF

183 hedge funds and large institutions have $391M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

7.04% more ownership

Funds ownership: 400.39%407.43% (+7%)

2% more funds holding

Funds holding: 180183 (+3)

2% less capital invested

Capital invested by funds: $398M → $391M (-$6.84M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
20
Increased
59
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$364K +$63.1K +2,110 +22%
NWMG
102
National Wealth Management Group
Ohio
$328K +$320K +10,690 New
Truist Financial
103
Truist Financial
North Carolina
$310K -$19.8K -660 -6%
SCP
104
Shorepoint Capital Partners
Massachusetts
$299K
SG
105
StoneX Group
New York
$293K
KPWS
106
Kestra Private Wealth Services
Texas
$288K
PSF
107
Pacific Sun Financial
California
$287K +$6.28K +210 +2%
TA
108
TFG Advisers
Michigan
$275K +$299 +10 +0.1%
IA
109
IFP Advisors
Florida
$275K +$26K +870 +6%
BO
110
Bank OZK
Arkansas
$273K
MCC
111
Money Concepts Capital
Florida
$273K +$260K +8,700 +3,955%
SBL
112
Sargent Bickham Lagudis
Colorado
$258K -$63.1K -2,110 -20%
VAS
113
Valicenti Advisory Services
New York
$256K -$23.3K -780 -9%
CCB
114
Country Club Bank
Missouri
$254K +$245K +8,200 New
William Blair & Company
115
William Blair & Company
Illinois
$245K -$15.6K -520 -6%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$243K -$71.5K -2,390 -23%
SPIA
117
Steward Partners Investment Advisory
New York
$232K
Cerity Partners
118
Cerity Partners
New York
$220K
ZF
119
Zhang Financial
Michigan
$211K
BFG
120
Barber Financial Group
Kansas
$210K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$203K +$199K +6,640 New
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$202K -$6.58K -220 -3%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$201K +$50.9K +1,700 +35%
HWA
124
HHM Wealth Advisors
Tennessee
$189K +$59.9K +2,000 +48%
CHA
125
Carmichael Hill & Associates
Maryland
$186K

RSPH Hedge Fund Activity: Q1 2022 in Review

183 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2022, worth a combined $391M — down 1.7% from $398M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RSPH positions and 13 closed out — a net gain of 7 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Freedom Investment Management, adding an estimated $3.83M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $3.66M sold.

  • 183 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2022, up from 180 in Q4 2021.
  • Funds reported $391M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2022, down 1.7% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2022 and 13 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2022 was Freedom Investment Management, an estimated $3.83M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2022 was United Capital Financial Advisors, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2022.