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Invesco S&P 500 Equal Weight Health Care ETF

168 hedge funds and large institutions have $293M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

6.79% more ownership

Funds ownership: 369.39%376.18% (+6.8%)

1% more funds holding

Funds holding: 166168 (+2)

3% more capital invested

Capital invested by funds: $285M → $293M (+$7.65M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
43
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$24K
PWMG
152
Prestige Wealth Management Group
New Jersey
$21K
BCM
153
Bourgeon Capital Management
Connecticut
$19K
PCFFS
154
Pacific Center for Financial Services
California
$18K
CWA
155
Carolina Wealth Advisors
South Carolina
$17K
FRA
156
Front Row Advisors
California
$15K
PA
157
Parallel Advisors
California
$13K -$452K -17,000 -97%
HWM
158
HighMark Wealth Management
Minnesota
$13K
TAM
159
Townsend Asset Management
North Carolina
$12K
LF
160
Lee Financial
Texas
$9K
DTIM
161
Danda Trouve Investment Management
Kansas
$7K
EWM
162
Elmwood Wealth Management
California
$4K +$3.99K +150 New
CWP
163
Concord Wealth Partners
Virginia
$3K
VFA
164
Valeo Financial Advisors
Indiana
$3K
SCA
165
Stonebridge Capital Advisors
Minnesota
$3K +$3.46K +130 New
MCC
166
Money Concepts Capital
Florida
$2K
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$2K +$1.6K +60 New
MA
168
Montag & Associates
Georgia
$2K +$1.6K +60 New
FFN
169
Focus Financial Network
Minnesota
-$2.17M -82,840 Closed
WSTAM
170
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.5M -57,180 Closed
KWM
171
Kingsview Wealth Management
Oregon
-$1.32M -50,490 Closed
Baird Financial Group
172
Baird Financial Group
Wisconsin
-$673K -25,720 Closed
SIA
173
SkyView Investment Advisors
New Jersey
-$318K -12,140 Closed
Simplex Trading
174
Simplex Trading
Illinois
-$120K -4,600 Closed
PFO
175
Pathstone Family Office
New Jersey
-$115K -4,410 Closed

RSPH Hedge Fund Activity: Q1 2021 in Review

168 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2021, worth a combined $293M — up 2.7% from $285M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 13 closed out — a net gain of 4 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $5.22M. The largest seller was Stelac Advisory Services, cutting an estimated $5.61M.

  • 168 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $293M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2021, up 2.7% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2021 and 13 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2021 was IMC Chicago, an estimated $5.22M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $5.61M sold.

Based on aggregated 13F filings for Q1 2021.