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Invesco S&P 500 Equal Weight Health Care ETF

190 hedge funds and large institutions have $437M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $442M → $437M (-$4.5M)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 194190 (-4)

2.89% less ownership

Funds ownership: 45.52%42.62% (-2.9%)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
57
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$121K +$118K +3,853 New
AF
152
Advisornet Financial
Minnesota
$116K
CPG
153
Custom Portfolio Group
Colorado
$111K +$60.9K +1,983 +130%
JGCM
154
Joseph Group Capital Management
Ohio
$105K -$42.1K -1,370 -29%
VNA
155
Valley National Advisers
Pennsylvania
$96K
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$89.4K
ACA
157
Aptus Capital Advisors
Alabama
$79.2K +$123 +4 +0.2%
AF
158
Allworth Financial
California
$72.5K
NS
159
NBC Securities
Alabama
$66K
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$49.8K -$245K -7,978 -84%
CA
161
CoreCap Advisors
Michigan
$49K +$47.3K +1,540 New
HCM
162
Hollencrest Capital Management
California
$45.1K
CT
163
Clearstead Trust
Maine
$39.7K
GWMI
164
Guardian Wealth Management (Illinois)
Illinois
$36K +$61 +2 +0.2%
S
165
SignatureFD
Georgia
$34.6K -$10.5K -343 -24%
GWSG
166
GPS Wealth Strategies Group
Colorado
$33.1K
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$32.7K +$31 +1 +0.1%
IGWM
168
ICA Group Wealth Management
Colorado
$31.8K
TF
169
Tompkins Financial
New York
$31.8K
US Bancorp
170
US Bancorp
Minnesota
$29.2K
Franklin Resources
171
Franklin Resources
California
$28.6K
CA
172
Continuum Advisory
Idaho
$22.9K +$23.1K +752 New
RIL
173
Rothschild Investment LLC
Illinois
$22.3K
PCFFS
174
Pacific Center for Financial Services
California
$22.1K +$61 +2 +0.3%
SA
175
Scarborough Advisors
Maryland
$21.8K -$8.69K -283 -29%

RSPH Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2024, worth a combined $437M — down 1% from $442M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of RSPH and 17 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 57 added.

The largest buyer was Bank of Montreal, adding an estimated $4.76M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 190 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2024, down from 194 in Q4 2023.
  • Funds reported $437M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2024, down 1% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2024 and 18 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2024 was Bank of Montreal, an estimated $4.76M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.