We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

173 hedge funds and large institutions have $394M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

30.19% more ownership

Funds ownership: 373.53%403.72% (+30%)

22% more capital invested

Capital invested by funds: $323M → $394M (+$71M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 164173 (+9)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
19
Increased
46
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Affiance Financial
Minnesota
$27K -$1.54K -50 -5%
Franklin Resources
152
Franklin Resources
California
$27K
US Bancorp
153
US Bancorp
Minnesota
$27K
PWMG
154
Prestige Wealth Management Group
New Jersey
$23K
BCM
155
Bourgeon Capital Management
Connecticut
$21K
PCFFS
156
Pacific Center for Financial Services
California
$20K
WLPWM
157
Walled Lake Planning & Wealth Management
Illinois
$20K +$20.9K +680 New
CWA
158
Carolina Wealth Advisors
South Carolina
$18K
GI
159
Gradient Investments
Minnesota
$17K -$26.2K -850 -59%
FRA
160
Front Row Advisors
California
$16K
HWM
161
HighMark Wealth Management
Minnesota
$15K -$15.4K -500 Closed
PA
162
Parallel Advisors
California
$15K
AFG
163
Albion Financial Group
Utah
$14K
TAM
164
Townsend Asset Management
North Carolina
$14K
LF
165
Lee Financial
Texas
$10K
DTIM
166
Danda Trouve Investment Management
Kansas
$8K
HPC
167
HM Payson & Co
Maine
$7K
NFG
168
Next Financial Group
Texas
$6K
SCA
169
Stonebridge Capital Advisors
Minnesota
$4K -$4K -130 -50%
CWP
170
Concord Wealth Partners
Virginia
$4K
CCM
171
Covington Capital Management
California
$2K
MA
172
Montag & Associates
Georgia
$2K
SL
173
Savior LLC
Massachusetts
$1K -$44.6K -1,450 -97%
IPW
174
IronBridge Private Wealth
Texas
-$6.04M -206,080 Closed
IMC Chicago
175
IMC Chicago
Illinois
-$3.64M -124,150 Closed

RSPH Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2021, worth a combined $394M — up 22% from $323M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPH positions and 6 closed out — a net gain of 13 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $29.4M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.04M sold.

  • 173 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2021, up from 164 in Q2 2021.
  • Funds reported $394M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2021, up 22% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2021 and 6 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2021 was Portfolio Strategies, an estimated $29.4M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2021 was IronBridge Private Wealth, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2021.