RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

165 hedge funds and large institutions have $295M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 63 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $301M → $295M (-$5.9M)

37% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 63

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
101
Wagner Wealth Management (South Carolina)
South Carolina
$246K
UCFA
102
United Capital Financial Advisors
Texas
$235K
CPP
103
Capasso Planning Partners
South Carolina
$234K
BO
104
Bank OZK
Arkansas
$229K
GWP
105
Gateway Wealth Partners
Wisconsin
$221K
CCB
106
Country Club Bank
Missouri
$216K
SMA
107
Seven Mile Advisory
New Jersey
$206K
LOIP
108
Live Oak Investment Partners
Texas
$204K
HF
109
HRT Financial
New York
$203K
ZF
110
Zhang Financial
Michigan
$203K
OAM
111
Occidental Asset Management
California
$203K
TFA
112
Trinity Financial Advisors
Ohio
$201K
William Blair & Company
113
William Blair & Company
Illinois
$200K
CI
114
CX Institutional
Indiana
$171K
BWL
115
Bogart Wealth LLC
Virginia
$169K
HIA
116
Harbor Investment Advisory
Maryland
$156K
NA
117
NewEdge Advisors
Louisiana
$155K
LB
118
Legacy Bridge
Iowa
$153K
PTC
119
Private Trust Company
Ohio
$152K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$146K
PFBT
121
Parkside Financial Bank & Trust
Missouri
$145K
SWA
122
SOA Wealth Advisors
New York
$112K
AF
123
Advisornet Financial
Minnesota
$108K
IA
124
IFP Advisors
Florida
$95.5K
JGCM
125
Joseph Group Capital Management
Ohio
$94.1K