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Invesco S&P 500 Equal Weight Health Care ETF

191 hedge funds and large institutions have $709M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $386M → $709M (+$323M)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

3% more funds holding

Funds holding: 186191 (+5)

0.53% more ownership

Funds ownership: 40.51%41.04% (+0.53%)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
47
Reduced
70
Closed
14
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
$227K -$1.75M -56,888 -88%
SPIA
127
Steward Partners Investment Advisory
New York
$223K -$7.07K -230 -3%
EH
128
Equitable Holdings
New York
$222K -$94.7K -3,080 -29%
GWP
129
Gateway Wealth Partners
Wisconsin
$221K +$31 +1 +0%
CCB
130
Country Club Bank
Missouri
$219K
OAM
131
Occidental Asset Management
California
$217K -$23.1K -750 -9%
TA
132
TFG Advisers
Michigan
$213K +$307 +10 +0.1%
CS
133
Crescent Sterling
Louisiana
$213K -$5.16K -168 -2%
SMA
134
Seven Mile Advisory
New Jersey
$205K
ZF
135
Zhang Financial
Michigan
$202K
TFA
136
Trinity Financial Advisors
Ohio
$202K +$154 +5 +0.1%
PSF
137
Pacific Sun Financial
California
$200K -$21.5K -700 -9%
EWA
138
EP Wealth Advisors
California
$162K
HIA
139
Harbor Investment Advisory
Maryland
$155K
IA
140
IFP Advisors
Florida
$154K
LB
141
Legacy Bridge
Iowa
$153K
BWL
142
Bogart Wealth LLC
Virginia
$152K +$246 +8 +0.2%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$144K
PFBT
144
Parkside Financial Bank & Trust
Missouri
$144K
SWA
145
SOA Wealth Advisors
New York
$133K +$277 +9 +0.2%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$116K -$58.4K -1,900 -33%
Comerica Bank
147
Comerica Bank
Texas
$113K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$110K
AF
149
Advisornet Financial
Minnesota
$107K
HI
150
Harbour Investments
Wisconsin
$99.8K +$123 +4 +0.1%

RSPH Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2024, worth a combined $709M — up 84% from $386M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPH positions and 14 closed out — a net gain of 11 holders — while 47 added to existing stakes and 70 trimmed.

The largest buyer was Graham Capital Management, opening a new position worth an estimated $3.38M. The largest seller was Osaic Holdings, cutting an estimated $5.85M.

  • 191 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $709M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2024, up 84% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2024 and 14 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2024 was Graham Capital Management, an estimated $3.38M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2024 was Osaic Holdings, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2024.