Invesco S&P 500 Equal Weight Health Care ETF
RSPH
106 hedge funds and large institutions have $197M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 24 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less funds holding
Funds holding: 120 → 106 (-14)
15% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 40
15% less capital invested
Capital invested by funds: $232M → $197M (-$35.3M)
36.12% less ownership
Funds ownership: 344.76% → 308.64% (-36%)
50% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 24
Top Buyers
Top Sellers
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$10.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.87M |
| 3 |
Morgan Stanley
New York
|
-$4.47M |
| 4 |
Goldman Sachs
New York
|
-$4.33M |
| 5 |
Jane Street
New York
|
-$4.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
126
Asset Dedication LLC
San Francisco,
California
| – | -$18K | -1,000 | Closed |
|
127
Citigroup
New York
| – | -$16K | -900 | Closed |
|
|
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$13K | -720 | Closed |
|
|
KJWM
129
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$5K | -290 | Closed |
|
RSPH Hedge Fund Activity: Q1 2018 in Review
106 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2018, worth a combined $197M — down 15% from $232M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of RSPH and 12 opened new positions — a net loss of 12 holders — while 40 trimmed existing stakes and 34 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.39M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $10.5M sold.
- 106 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2018, down from 120 in Q4 2017.
- Funds reported $197M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2018, down 15% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2018 and 24 closed out, a net change of -12 holders.
- The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $3.39M added.
- The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2018 was BerganKDV Wealth Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2018.