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Invesco S&P 500 Equal Weight Health Care ETF

189 hedge funds and large institutions have $444M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34.41% more ownership

Funds ownership: 435.92%470.33% (+34%)

15% more call options, than puts

Call options by funds: $236K | Put options by funds: $206K

3% more funds holding

Funds holding: 183189 (+6)

5% more capital invested

Capital invested by funds: $425M → $444M (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

Holders
189
Holders Change
+6
Holders Change %
+3.28%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
53
Reduced
61
Closed
13
Calls
$236K
Puts
$206K
Net Calls
+$30K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
151
Valley National Advisers
Pennsylvania
$91K
CT
152
Clearstead Trust
Maine
$78.4K +$77K +2,630 New
ACA
153
Aptus Capital Advisors
Alabama
$73.9K +$72.6K +2,480 New
AF
154
Allworth Financial
California
$68K +$66.8K +2,280 New
LF
155
Lee Financial
Texas
$66.2K +$55.7K +1,900 +594%
RIA
156
Realta Investment Advisors
Delaware
$55.2K +$54.2K +1,850 New
CIAS
157
Capital Investment Advisory Services
North Carolina
$44.7K
TF
158
Tompkins Financial
New York
$44.7K
HCM
159
Hollencrest Capital Management
California
$42.3K
GT
160
Glenmede Trust
Pennsylvania
$36.5K
US Bancorp
161
US Bancorp
Minnesota
$34K +$6.45K +220 +24%
GWMI
162
Guardian Wealth Management (Illinois)
Illinois
$33.6K
S
163
SignatureFD
Georgia
$32.2K
FGAM
164
Financial Gravity Asset Management
Texas
$32.2K +$1.76K +60 +2%
GWSG
165
GPS Wealth Strategies Group
Colorado
$31K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$30.4K
Franklin Resources
167
Franklin Resources
California
$26.8K
PWMG
168
Prestige Wealth Management Group
New Jersey
$22.9K
BCM
169
Bourgeon Capital Management
Connecticut
$20.9K
PCFFS
170
Pacific Center for Financial Services
California
$20.6K
MIH
171
Meitav Investment House
Israel
$19.7K +$19.3K +660 New
CWA
172
Carolina Wealth Advisors
South Carolina
$18.5K
HR
173
Howe & Rusling
New York
$17.4K -$5.57K -190 -25%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$17K -$101K -3,440 -36%
FRA
175
Front Row Advisors
California
$16K

RSPH Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2023, worth a combined $444M — up 4.5% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPH positions and 13 closed out — a net gain of 8 holders — while 53 added to existing stakes and 61 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $27.1M. The largest seller was JP Morgan Chase, cutting an estimated $3.52M.

  • 189 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $444M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2023 and 13 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $27.1M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2023 was JP Morgan Chase, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.