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Invesco S&P 500 Equal Weight Health Care ETF

179 hedge funds and large institutions have $371M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33.44% more ownership

Funds ownership: 412%445.43% (+33%)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $354M → $371M (+$16.9M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 182179 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
52
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$278K -$38.4K -1,400 -11%
KPWS
102
Kestra Private Wealth Services
Texas
$269K +$13.7K +500 +5%
PWA
103
PCG Wealth Advisors
Kansas
$254K +$275K +10,040 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$252K -$29.9K -1,090 -10%
SG
105
StoneX Group
New York
$245K +$5.21K +190 +2%
WWMSC
106
Wagner Wealth Management (South Carolina)
South Carolina
$238K -$274 -10 -0.1%
PSF
107
Pacific Sun Financial
California
$237K +$822 +30 +0.3%
TA
108
TFG Advisers
Michigan
$230K +$4.93K +180 +2%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$225K
BO
110
Bank OZK
Arkansas
$224K
FAIM
111
Financial Advocates Investment Management
Washington
$223K -$93.2K -3,400 -27%
SCP
112
Shorepoint Capital Partners
Massachusetts
$217K -$30.1K -1,100 -11%
SBL
113
Sargent Bickham Lagudis
Colorado
$210K -$2.19K -80 -0.9%
VAS
114
Valicenti Advisory Services
New York
$209K -$1.1K -40 -0.5%
MML Investors Services
115
MML Investors Services
Massachusetts
$208K +$227K +8,270 New
William Blair & Company
116
William Blair & Company
Illinois
$201K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$200K +$15.3K +560 +8%
SPIA
118
Steward Partners Investment Advisory
New York
$184K
HWMA
119
Heritage Wealth Management (Arizona)
Arizona
$172K -$33.2K -1,210 -15%
HI
120
Harbour Investments
Wisconsin
$170K
HWA
121
HHM Wealth Advisors
Tennessee
$155K
CHA
122
Carmichael Hill & Associates
Maryland
$153K
HIA
123
Harbor Investment Advisory
Maryland
$136K
LB
124
Legacy Bridge
Iowa
$131K
BWL
125
Bogart Wealth LLC
Virginia
$129K +$28K +1,020 +25%

RSPH Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2022, worth a combined $371M — up 4.8% from $354M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPH and 19 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was SFI Advisors, cutting an estimated $1.88M.

  • 179 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2022, down from 182 in Q2 2022.
  • Funds reported $371M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2022 and 20 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2022 was Morgan Stanley, an estimated $11.4M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2022 was SFI Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2022.