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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

186 hedge funds and large institutions have $386M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 187 → 186 (-1)

1% less capital invested

Capital invested by funds: $389M → $386M (-$2.85M)

0.8% less ownership

Funds ownership: 41.31% → 40.51% (-0.8%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

45% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 74

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
41
Reduced
74
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.96M
2
KAS
Kestra Advisory Services
Texas
+$2.45M
3
PS
Principal Securities
Iowa
+$1.97M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.88M
5
LA
LM Advisors
California
+$1.15M

Top Sellers

1
PFM
Peak Financial Management
Massachusetts
-$7.52M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.83M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.99M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
151
Joseph Group Capital Management
Ohio
$102K +$94K +3,003 +2,015%
VNA
152
Valley National Advisers
Pennsylvania
$97K – – –
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$90.6K – – –
AF
154
Allworth Financial
California
$73.5K – – –
NS
155
NBC Securities
Alabama
$67K – – –
CA
156
CoreCap Advisors
Michigan
$49.6K – – –
HCM
157
Hollencrest Capital Management
California
$45.8K – – –
CT
158
Clearstead Trust
Maine
$40.3K – – –
GWMI
159
Guardian Wealth Management (Illinois)
Illinois
$36.6K +$63 +2 +0.2%
S
160
SignatureFD
Georgia
$35.1K – – –
AssetMark Inc
161
AssetMark Inc
California
$34.8K +$33.8K +1,080 New
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$32.8K +$125 +4 +0.4%
MG
163
Mather Group
Illinois
$32.2K – – –
TF
164
Tompkins Financial
New York
$32.2K – – –
WI
165
Wintrust Investments
Illinois
$30K -$285K -9,106 -91%
US Bancorp
166
US Bancorp
Minnesota
$29.7K – – –
Franklin Resources
167
Franklin Resources
California
$28.6K – – –
GWSG
168
GPS Wealth Strategies Group
Colorado
$23.2K -$5.32K -170 -19%
CA
169
Continuum Advisory
Idaho
$23K +$63 +2 +0.3%
RIL
170
Rothschild Investment LLC
Illinois
$22.6K – – –
PCFFS
171
Pacific Center for Financial Services
California
$22.5K +$31 +1 +0.1%
NFA
172
Northwest Financial Advisors
Virginia
$21K +$20.4K +650 New
Citigroup
173
Citigroup
New York
$17.7K -$31 -1 -0.2%
FRA
174
Front Row Advisors
California
$17.7K – – –
POIA
175
Pin Oak Investment Advisors
Texas
$16K – – –
5 6
7
8 9

RSPH Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2024, worth a combined $386M — down 0.73% from $389M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPH positions and 14 closed out — a net gain of 1 holder — while 41 added to existing stakes and 74 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.96M. The largest seller was Peak Financial Management, cutting an estimated $7.52M.

  • 186 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2024, down from 187 in Q2 2024.
  • Funds reported $386M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2024, down 0.73% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2024 and 14 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2024 was LPL Financial, an estimated $3.96M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2024 was Peak Financial Management, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2024.