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Invesco S&P 500 Equal Weight Health Care ETF

182 hedge funds and large institutions have $354M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.57% more ownership

Funds ownership: 407.43%412% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 183182 (-1)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

10% less capital invested

Capital invested by funds: $391M → $354M (-$37.3M)

Holders
182
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
15
Increased
52
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
SOA Wealth Advisors
New York
$131K +$31.2K +1,100 +29%
BWL
127
Bogart Wealth LLC
Virginia
$110K +$283 +10 +0.2%
AF
128
Advisornet Financial
Minnesota
$98K -$1.13K -40 -1%
JGCM
129
Joseph Group Capital Management
Ohio
$84K
VNA
130
Valley National Advisers
Pennsylvania
$83K
CA
131
CoreCap Advisors
Michigan
$80K +$84.5K +2,980 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$78K -$34K -1,200 -29%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$62K -$27.5K -970 -30%
Simplex Trading
134
Simplex Trading
Illinois
$54K -$59.8K -2,110 -51%
US Bancorp
135
US Bancorp
Minnesota
$51K +$28.1K +990 +108%
PCG
136
Private Capital Group
Connecticut
$50K -$56.1K -1,980 -52%
CA
137
Clearstead Advisors
Ohio
$49K
GWMI
138
Guardian Wealth Management (Illinois)
Illinois
$45K
CIAS
139
Capital Investment Advisory Services
North Carolina
$40K
TF
140
Tompkins Financial
New York
$40K
FHA
141
First Horizon Advisors
Tennessee
$39K +$19.6K +690 +92%
S
142
SignatureFD
Georgia
$36K +$7.94K +280 +26%
GT
143
Glenmede Trust
Pennsylvania
$33K
MFT
144
Moisand Fitzgerald Tamayo
Florida
$33K +$34.6K +1,220 New
HR
145
Howe & Rusling
New York
$32K -$8.5K -300 -20%
ACA
146
Aptus Capital Advisors
Alabama
$29K
GWANC
147
Guardian Wealth Advisors (North Carolina)
North Carolina
$29K +$31.2K +1,100 New
GWSG
148
GPS Wealth Strategies Group
Colorado
$28K -$4.25K -150 -13%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$28K +$29.2K +1,030 New
BW
150
Bison Wealth
Georgia
$27K

RSPH Hedge Fund Activity: Q2 2022 in Review

182 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2022, worth a combined $354M — down 9.5% from $391M a quarter earlier.

Fund positioning in RSPH was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 52 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.39M. The largest seller was Stelac Advisory Services, cutting an estimated $3.52M.

  • 182 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2022, down from 183 in Q1 2022.
  • Funds reported $354M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2022, down 9.5% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2022 and 15 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2022 was Morgan Stanley, an estimated $4.39M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2022 was Stelac Advisory Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2022.