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Invesco S&P 500 Equal Weight Health Care ETF

190 hedge funds and large institutions have $442M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $288K | Put options by funds: $87K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $371M → $442M (+$70.6M)

6% more funds holding

Funds holding: 179190 (+11)

2.62% more ownership

Funds ownership: 445.43%448.05% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
49
Reduced
53
Closed
12
Calls
$288K
Puts
$87K
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$36.1K
MS
152
Madden Securities
Texas
$36.1K +$34.8K +1,250 New
HR
153
Howe & Rusling
New York
$35K
GWMI
154
Guardian Wealth Management (Illinois)
Illinois
$32.5K -$15.6K -560 -33%
ACA
155
Aptus Capital Advisors
Alabama
$31.7K
GWANC
156
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.7K
S
157
SignatureFD
Georgia
$31.2K
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$30K
Belvedere Trading
159
Belvedere Trading
Illinois
$28.8K +$27.9K +1,000 New
US Bancorp
160
US Bancorp
Minnesota
$26.5K
Franklin Resources
161
Franklin Resources
California
$26K
AF
162
Affiance Financial
Minnesota
$25.7K
TFS
163
TrustCore Financial Services
Tennessee
$24.5K
BAM
164
Belpointe Asset Management
Nevada
$24.1K +$23.4K +840 New
MWM
165
MinichMacGregor Wealth Management
New York
$23.4K +$22.6K +810 New
PWMG
166
Prestige Wealth Management Group
New Jersey
$22.2K
BCM
167
Bourgeon Capital Management
Connecticut
$20.2K
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$19K
FHA
169
First Horizon Advisors
Tennessee
$18.8K
CWA
170
Carolina Wealth Advisors
South Carolina
$18K
FRA
171
Front Row Advisors
California
$16K
POIA
172
Pin Oak Investment Advisors
Texas
$14K
TAM
173
Townsend Asset Management
North Carolina
$13.3K
AFG
174
Albion Financial Group
Utah
$13.3K
AC
175
AlphaCore Capital
California
$10.1K

RSPH Hedge Fund Activity: Q4 2022 in Review

190 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2022, worth a combined $442M — up 19% from $371M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RSPH positions and 12 closed out — a net gain of 15 holders — while 49 added to existing stakes and 53 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.55M. The largest seller was Prudential Financial, exiting entirely with an estimated $13.7M sold.

  • 190 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $442M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 27 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2022 and 12 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2022 was Wells Fargo, an estimated $5.55M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2022 was Prudential Financial, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2022.