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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

180 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 173 → 180 (+7)

1% more capital invested

Capital invested by funds: $394M → $398M (+$4.54M)

3.33% less ownership

Funds ownership: 403.72% → 400.39% (-3.3%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
54
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$6.93M
2
Wells Fargo
Wells Fargo
California
+$3.1M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
FF
Friedenthal Financial
New Jersey
+$2.51M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$1.74M

Top Sellers

1
PS
Portfolio Strategies
New York
-$28.5M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.42M
3
FMC
Financial Management Concepts
Florida
-$6.4M
4
Truist Financial
Truist Financial
North Carolina
-$3.7M
5
FHC
First Heartland Consultants
Missouri
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
126
HHM Wealth Advisors
Tennessee
$134K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$131K – – –
BWL
128
Bogart Wealth LLC
Virginia
$131K +$304 +10 +0.2%
PCG
129
Private Capital Group
Connecticut
$123K – – –
AF
130
Advisornet Financial
Minnesota
$117K – – –
CA
131
CoreCap Advisors
Michigan
$106K +$101K +3,320 New
JGCM
132
Joseph Group Capital Management
Ohio
$101K +$95.6K +3,140 New
VNA
133
Valley National Advisers
Pennsylvania
$97K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$83K +$14.3K +470 +22%
EVM
135
Eaton Vance Management
Massachusetts
$75K +$3.35K +110 +5%
GWMI
136
Guardian Wealth Management (Illinois)
Illinois
$75K +$71.5K +2,350 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$70K +$6.39K +210 +11%
HR
138
Howe & Rusling
New York
$69K +$3.65K +120 +6%
MAM
139
McCarthy Asset Management
California
$62K +$304 +10 +0.5%
1IA
140
1834 Investment Advisors
Wisconsin
$59K – – –
CA
141
Clearstead Advisors
Ohio
$59K – – –
MFT
142
Moisand Fitzgerald Tamayo
Florida
$55K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$48K – – –
GT
144
Glenmede Trust
Pennsylvania
$40K – – –
GWSG
145
GPS Wealth Strategies Group
Colorado
$38K – – –
VCM
146
Vigilant Capital Management
Maine
$37K – – –
ACA
147
Aptus Capital Advisors
Alabama
$35K – – –
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$4.87K -160 -13%
BW
149
Bison Wealth
Georgia
$32K – – –
FBT
150
First Bank & Trust
South Dakota
$32K – – –
4 5
6
7 8

RSPH Hedge Fund Activity: Q4 2021 in Review

180 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2021, worth a combined $398M — up 1.2% from $394M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPH positions and 15 closed out — a net gain of 9 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $6.93M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $28.5M sold.

  • 180 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $398M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2021 and 15 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2021 was Prudential Financial, an estimated $6.93M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2021 was Portfolio Strategies, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2021.