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Invesco S&P 500 Equal Weight Health Care ETF

168 hedge funds and large institutions have $293M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

6.79% more ownership

Funds ownership: 369.39%376.18% (+6.8%)

1% more funds holding

Funds holding: 166168 (+2)

3% more capital invested

Capital invested by funds: $285M → $293M (+$7.65M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
43
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$70K
AWA
127
Arkadios Wealth Advisors
Georgia
$67K +$6.12K +230 +10%
HI
128
Harbour Investments
Wisconsin
$62K +$61.7K +2,320 New
EVM
129
Eaton Vance Management
Massachusetts
$57K +$56.4K +2,120 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$54K +$9.31K +350 +21%
LGWM
131
Litman Gregory Wealth Management
California
$52K
MAM
132
McCarthy Asset Management
California
$52K
JCM
133
Jacobi Capital Management
Pennsylvania
$51K
CA
134
Clearstead Advisors
Ohio
$49K +$49K +1,840 New
FA
135
Faithward Advisors
Pennsylvania
$43K +$266 +10 +0.6%
GI
136
Gradient Investments
Minnesota
$42K -$33K -1,240 -44%
Citigroup
137
Citigroup
New York
$42K
CIAS
138
Capital Investment Advisory Services
North Carolina
$40K -$13.3K -500 -25%
SL
139
Savior LLC
Massachusetts
$40K
GWSG
140
GPS Wealth Strategies Group
Colorado
$31K +$31.7K +1,190 New
ACA
141
Aptus Capital Advisors
Alabama
$30K
KPCM
142
Kings Point Capital Management
New York
$27K -$106K -4,000 -80%
BW
143
Bison Wealth
Georgia
$27K
FBT
144
First Bank & Trust
South Dakota
$27K
PWA
145
Phoenix Wealth Advisors
North Carolina
$27K
HPC
146
HM Payson & Co
Maine
$26K +$6.12K +230 +30%
1IA
147
1834 Investment Advisors
Wisconsin
$25K
AF
148
Affiance Financial
Minnesota
$25K
US Bancorp
149
US Bancorp
Minnesota
$25K
KFS
150
Kelly Financial Services
Massachusetts
$24.1K

RSPH Hedge Fund Activity: Q1 2021 in Review

168 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2021, worth a combined $293M — up 2.7% from $285M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 13 closed out — a net gain of 4 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $5.22M. The largest seller was Stelac Advisory Services, cutting an estimated $5.61M.

  • 168 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $293M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2021, up 2.7% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2021 and 13 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2021 was IMC Chicago, an estimated $5.22M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $5.61M sold.

Based on aggregated 13F filings for Q1 2021.