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Invesco S&P 500 Equal Weight Health Care ETF

166 hedge funds and large institutions have $285M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

73.92% more ownership

Funds ownership: 295.47%369.39% (+74%)

37% more capital invested

Capital invested by funds: $208M → $285M (+$77.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 153166 (+13)

30% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 54

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
38
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Bourgeon Capital Management
Connecticut
$18K
PCFFS
152
Pacific Center for Financial Services
California
$18K
CWA
153
Carolina Wealth Advisors
South Carolina
$16K
FRA
154
Front Row Advisors
California
$14K
HWM
155
HighMark Wealth Management
Minnesota
$13K
TAM
156
Townsend Asset Management
North Carolina
$12K
AFG
157
Albion Financial Group
Utah
$12K +$11.5K +460 New
LF
158
Lee Financial
Texas
$8K
DTIM
159
Danda Trouve Investment Management
Kansas
$7K
D
160
Diversified
Delaware
$6K +$6.22K +250 New
VFA
161
Valeo Financial Advisors
Indiana
$3K
CWP
162
Concord Wealth Partners
Virginia
$3K +$2.99K +120 New
FHC
163
First Horizon Corporation
Tennessee
$2K +$249 +10 +10%
MCC
164
Money Concepts Capital
Florida
$2K +$1.99K +80 New
FCH
165
Freestone Capital Holdings
Washington
$233
FTUS
166
Flow Traders U.S.
New York
-$390K -16,560 Closed
DS
167
DRW Securities
Illinois
-$292K -12,390 Closed
SPC
168
Sigma Planning Corp
Michigan
-$276K -11,720 Closed
HR
169
Hayden Royal
North Carolina
-$272K -11,550 Closed
FHC
170
First Heartland Consultants
Missouri
-$231K -9,820 Closed
AAS
171
Avantax Advisory Services
Texas
-$226K -9,590 Closed
AF
172
Advisornet Financial
Minnesota
-$47K -2,000 Closed
SXL
173
Summit X LLC
Missouri
-$471 -1,660 Closed
FHA
174
Flagship Harbor Advisors
Massachusetts
-$31K -1,350 Closed
RG
175
Retirement Group
California
-$13K -550 Closed

RSPH Hedge Fund Activity: Q4 2020 in Review

166 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2020, worth a combined $285M — up 37% from $208M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPH positions and 11 closed out — a net gain of 14 holders — while 38 added to existing stakes and 54 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $50M. The largest seller was Royal Bank of Canada, cutting an estimated $6.53M.

  • 166 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2020, up from 153 in Q3 2020.
  • Funds reported $285M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2020, up 37% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2020 and 11 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2020 was HighTower Advisors, an estimated $50M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $6.53M sold.

Based on aggregated 13F filings for Q4 2020.