Invesco S&P 500 Equal Weight Health Care ETF
RSPH
173 hedge funds and large institutions have $394M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
30.19% more ownership
Funds ownership: 373.53% → 403.72% (+30%)
22% more capital invested
Capital invested by funds: $323M → $394M (+$71M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
5% more funds holding
Funds holding: 164 → 173 (+9)
2% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$29.4M |
| 2 |
Morgan Stanley
New York
|
+$10.9M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$9.73M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$3.73M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$6.04M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$3.64M |
| 3 |
Goldman Sachs
New York
|
-$1.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.24M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$980K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
176
Hayden Royal
Charlotte,
North Carolina
| – | -$338K | -11,550 | Closed |
|
|
SHA
177
Seneca House Advisors
Richmond,
Virginia
| – | -$268K | -9,150 | Closed |
|
178
Citigroup
New York
| – | -$26K | -900 | Closed |
|
|
EVM
179
Eaton Vance Management
Boston,
Massachusetts
| – | +$3.69K | +120 | +6% |
|
RSPH Hedge Fund Activity: Q3 2021 in Review
173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q3 2021, worth a combined $394M — up 22% from $323M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RSPH positions and 6 closed out — a net gain of 13 holders — while 46 added to existing stakes and 47 trimmed.
The largest buyer was Portfolio Strategies, opening a new position worth an estimated $29.4M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.04M sold.
- 173 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q3 2021, up from 164 in Q2 2021.
- Funds reported $394M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q3 2021, up 22% quarter-over-quarter.
- 19 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q3 2021 and 6 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q3 2021 was Portfolio Strategies, an estimated $29.4M added.
- The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q3 2021 was IronBridge Private Wealth, an estimated $6.04M sold.
Based on aggregated 13F filings for Q3 2021.