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Invesco S&P 500 Equal Weight Health Care ETF

191 hedge funds and large institutions have $709M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $386M → $709M (+$323M)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

3% more funds holding

Funds holding: 186191 (+5)

0.53% more ownership

Funds ownership: 40.51%41.04% (+0.53%)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
47
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
151
Joseph Group Capital Management
Ohio
$95.5K +$3.32K +108 +3%
VNA
152
Valley National Advisers
Pennsylvania
$88K
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$71K -$12K -389 -14%
JWA
154
JFS Wealth Advisors
Pennsylvania
$57.7K +$60.6K +1,970 New
MA
155
Montag & Associates
Georgia
$53.2K +$55.8K +1,815 New
CA
156
CoreCap Advisors
Michigan
$45.1K
HCM
157
Hollencrest Capital Management
California
$41.6K
CT
158
Clearstead Trust
Maine
$36.6K
RCA
159
Runnymede Capital Advisors
Ohio
$35.2K +$36.9K +1,200 New
GWMI
160
Guardian Wealth Management (Illinois)
Illinois
$33.4K +$31 +1 +0.1%
LC
161
Lavaca Capital
Texas
$32.2K +$33.8K +1,100 New
S
162
SignatureFD
Georgia
$31.9K
AssetMark Inc
163
AssetMark Inc
California
$31.6K
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$30.3K +$61 +2 +0.2%
MG
165
Mather Group
Illinois
$29.3K
US Bancorp
166
US Bancorp
Minnesota
$27K
Franklin Resources
167
Franklin Resources
California
$26.4K
LDB
168
Lee, Danner & Bass
Tennessee
$22.7K +$23.8K +774 New
CA
169
Continuum Advisory
Idaho
$22.1K +$31 +1 +0.1%
GWSG
170
GPS Wealth Strategies Group
Colorado
$21.1K
ACA
171
Aptus Capital Advisors
Alabama
$21K +$21K +683 +2,134%
RIL
172
Rothschild Investment LLC
Illinois
$20.5K
PCFFS
173
Pacific Center for Financial Services
California
$20.5K +$31 +1 +0.1%
AWM
174
AE Wealth Management
Kansas
$16.5K +$17.4K +565 New
FRA
175
Front Row Advisors
California
$16.1K

RSPH Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2024, worth a combined $709M — up 84% from $386M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPH positions and 14 closed out — a net gain of 11 holders — while 47 added to existing stakes and 70 trimmed.

The largest buyer was Graham Capital Management, opening a new position worth an estimated $3.38M. The largest seller was Osaic Holdings, cutting an estimated $5.85M.

  • 191 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $709M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2024, up 84% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2024 and 14 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2024 was Graham Capital Management, an estimated $3.38M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2024 was Osaic Holdings, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2024.