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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

180 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 173 → 180 (+7)

1% more capital invested

Capital invested by funds: $394M → $398M (+$4.54M)

3.33% less ownership

Funds ownership: 403.72% → 400.39% (-3.3%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
54
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$6.93M
2
Wells Fargo
Wells Fargo
California
+$3.1M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
FF
Friedenthal Financial
New Jersey
+$2.51M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$1.74M

Top Sellers

1
PS
Portfolio Strategies
New York
-$28.5M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$9.42M
3
FMC
Financial Management Concepts
Florida
-$6.4M
4
Truist Financial
Truist Financial
North Carolina
-$3.7M
5
FHC
First Heartland Consultants
Missouri
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
151
Kings Point Capital Management
New York
$32K – – –
AF
152
Affiance Financial
Minnesota
$29K – – –
Franklin Resources
153
Franklin Resources
California
$29K – – –
US Bancorp
154
US Bancorp
Minnesota
$29K – – –
PWMG
155
Prestige Wealth Management Group
New Jersey
$25K – – –
BCM
156
Bourgeon Capital Management
Connecticut
$22K – – –
PCFFS
157
Pacific Center for Financial Services
California
$22K – – –
CWA
158
Carolina Wealth Advisors
South Carolina
$20K – – –
FRA
159
Front Row Advisors
California
$18K – – –
GI
160
Gradient Investments
Minnesota
$16K -$2.44K -80 -14%
PA
161
Parallel Advisors
California
$16K – – –
POIA
162
Pin Oak Investment Advisors
Texas
$16K +$15.2K +500 New
AFG
163
Albion Financial Group
Utah
$15K – – –
TAM
164
Townsend Asset Management
North Carolina
$15K – – –
TFP
165
Tilia Fiduciary Partners
North Carolina
$12K +$11K +360 New
LF
166
Lee Financial
Texas
$10K – – –
FAG
167
Fortitude Advisory Group
Washington
$10K +$9.13K +300 New
RG
168
Retirement Group
California
$10K +$9.74K +320 New
DTIM
169
Danda Trouve Investment Management
Kansas
$8K – – –
FGAM
170
Financial Gravity Asset Management
Texas
$7.42K +$1.55M +51,020 +28,344%
HPC
171
HM Payson & Co
Maine
$7K – – –
NFG
172
Next Financial Group
Texas
$7K – – –
MCC
173
Money Concepts Capital
Florida
$7K +$6.7K +220 New
EWM
174
Elmwood Wealth Management
California
$5K +$4.57K +150 New
CWP
175
Concord Wealth Partners
Virginia
$4K – – –
4 5 6
7
8

RSPH Hedge Fund Activity: Q4 2021 in Review

180 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2021, worth a combined $398M — up 1.2% from $394M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPH positions and 15 closed out — a net gain of 9 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $6.93M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $28.5M sold.

  • 180 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $398M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2021 and 15 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2021 was Prudential Financial, an estimated $6.93M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2021 was Portfolio Strategies, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2021.