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Invesco S&P 500 Equal Weight Health Care ETF

189 hedge funds and large institutions have $444M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34.41% more ownership

Funds ownership: 435.92%470.33% (+34%)

15% more call options, than puts

Call options by funds: $236K | Put options by funds: $206K

3% more funds holding

Funds holding: 183189 (+6)

5% more capital invested

Capital invested by funds: $425M → $444M (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

Holders
189
Holders Change
+6
Holders Change %
+3.28%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
53
Reduced
61
Closed
13
Calls
$236K
Puts
$206K
Net Calls
+$30K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
126
Retirement Planning Group (Kansas)
Kansas
$223K +$5.57K +190 +3%
CS
127
Crescent Sterling
Louisiana
$215K +$211K +7,200 New
Cerity Partners
128
Cerity Partners
New York
$214K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$212K -$8.49K -290 -4%
HF
130
HRT Financial
New York
$211K +$208K +7,110 New
SMA
131
Seven Mile Advisory
New Jersey
$209K +$205K +7,000 New
ZF
132
Zhang Financial
Michigan
$204K
SPIA
133
Steward Partners Investment Advisory
New York
$203K -$2.93K -100 -1%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$202K +$97.3K +3,320 +96%
IA
135
IFP Advisors
Florida
$198K -$131K -4,460 -40%
HWA
136
HHM Wealth Advisors
Tennessee
$184K
CHA
137
Carmichael Hill & Associates
Maryland
$181K
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$180K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$173K
HIA
140
Harbor Investment Advisory
Maryland
$161K
LB
141
Legacy Bridge
Iowa
$155K
BWL
142
Bogart Wealth LLC
Virginia
$153K +$293 +10 +0.2%
SWA
143
SOA Wealth Advisors
New York
$148K +$293 +10 +0.2%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$147K
HI
145
Harbour Investments
Wisconsin
$140K -$57.1K -1,950 -29%
KM
146
Kalos Management
Georgia
$134K
1832 Asset Management
147
1832 Asset Management
Ontario, Canada
$124K -$1.39M -47,310 -92%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$118K +$116K +3,950 New
AF
149
Advisornet Financial
Minnesota
$109K
JGCM
150
Joseph Group Capital Management
Ohio
$95.7K

RSPH Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2023, worth a combined $444M — up 4.5% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPH positions and 13 closed out — a net gain of 8 holders — while 53 added to existing stakes and 61 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $27.1M. The largest seller was JP Morgan Chase, cutting an estimated $3.52M.

  • 189 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $444M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2023 and 13 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $27.1M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2023 was JP Morgan Chase, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.