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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

179 hedge funds and large institutions have $371M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33.44% more ownership

Funds ownership: 412% → 445.43% (+33%)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $354M → $371M (+$16.9M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 182 → 179 (-3)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
52
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
UBS Group
UBS Group
Switzerland
+$8.59M
3
Prudential Financial
Prudential Financial
New Jersey
+$8.44M
4
SOS
Silver Oak Securities
Tennessee
+$6.8M
5
WLPWM
Walled Lake Planning & Wealth Management
Illinois
+$4.65M

Top Sellers

1
SA
SFI Advisors
New Jersey
-$1.88M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.7M
3
LWM
Laidlaw Wealth Management
New York
-$1.55M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.47M
5
MPCG
Matrix Private Capital Group
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
126
Parkside Financial Bank & Trust
Missouri
$124K – – –
SWA
127
SOA Wealth Advisors
New York
$124K +$548 +20 +0.4%
AF
128
Advisornet Financial
Minnesota
$92K – – –
Fidelity Investments
129
Fidelity Investments
Massachusetts
$87K +$31.2K +1,140 +49%
VNA
130
Valley National Advisers
Pennsylvania
$80K – – –
JGCM
131
Joseph Group Capital Management
Ohio
$79K – – –
JIR
132
James Investment Research
Ohio
$64K -$77.3K -2,820 -53%
RIA
133
Realta Investment Advisors
Delaware
$47K +$50.7K +1,850 New
GWMI
134
Guardian Wealth Management (Illinois)
Illinois
$42K +$274 +10 +0.6%
CIAS
135
Capital Investment Advisory Services
North Carolina
$38K – – –
TF
136
Tompkins Financial
New York
$38K – – –
GT
137
Glenmede Trust
Pennsylvania
$31K – – –
HR
138
Howe & Rusling
New York
$30K – – –
ACA
139
Aptus Capital Advisors
Alabama
$28K – – –
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$28K – – –
S
141
SignatureFD
Georgia
$27K -$7.67K -280 -21%
GWSG
142
GPS Wealth Strategies Group
Colorado
$26K – – –
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$26K +$274 +10 +1%
US Bancorp
144
US Bancorp
Minnesota
$23K -$27.1K -990 -52%
Franklin Resources
145
Franklin Resources
California
$23K – – –
AF
146
Affiance Financial
Minnesota
$22K – – –
TFS
147
TrustCore Financial Services
Tennessee
$21K – – –
PWMG
148
Prestige Wealth Management Group
New Jersey
$19K – – –
BCM
149
Bourgeon Capital Management
Connecticut
$18K – – –
PCFFS
150
Pacific Center for Financial Services
California
$17K – – –
4 5
6
7 8

RSPH Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2022, worth a combined $371M — up 4.8% from $354M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPH and 19 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 52 added.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was SFI Advisors, cutting an estimated $1.88M.

  • 179 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2022, down from 182 in Q2 2022.
  • Funds reported $371M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2022 and 20 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2022 was Morgan Stanley, an estimated $11.4M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2022 was SFI Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2022.