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Invesco S&P 500 Equal Weight Health Care ETF

183 hedge funds and large institutions have $425M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% less capital invested

Capital invested by funds: $442M → $425M (-$16.9M)

4% less funds holding

Funds holding: 190183 (-7)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

12.14% less ownership

Funds ownership: 448.05%435.92% (-12%)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $263K

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
50
Reduced
57
Closed
20
Calls
Puts
$263K
Net Calls
-$263K
Net Calls Change
-$464K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$5.54K
NMG
177
New Millennium Group
Utah
$4.67K
FGAM
178
Financial Gravity Asset Management
Texas
$4.47K +$1.16K +40 +1%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$4K +$3.49K +120 New
CWP
180
Concord Wealth Partners
Virginia
$3.5K
IHWM
181
Iron Horse Wealth Management
Iowa
$3.5K +$3.49K +120 New
MA
182
Montag & Associates
Georgia
$1.75K
GI
183
Gradient Investments
Minnesota
$1.75K -$8.15K -280 -82%
SL
184
Savior LLC
Massachusetts
$875
Citigroup
185
Citigroup
New York
$875 +$291 +10 +50%
WI
186
WBI Investments
New Jersey
-$6.59M -228,580 Closed
FSA
187
Financial Services Advisory
Maryland
-$818K -28,350 Closed
MCC
188
Money Concepts Capital
Florida
-$350K -12,140 Closed
CI
189
CX Institutional
Indiana
-$254K -8,810 Closed
SA
190
SFI Advisors
New Jersey
-$239K -8,300 Closed
HWM
191
Heirloom Wealth Management
Colorado
-$224K -7,760 Closed
WWM
192
Western Wealth Management
Colorado
-$211K -7,320 Closed
RIA
193
Realta Investment Advisors
Delaware
-$53.4K -1,850 Closed
MS
194
Madden Securities
Texas
-$36.1K -1,250 Closed
ACA
195
Aptus Capital Advisors
Alabama
-$31.7K -1,100 Closed
GWANC
196
Guardian Wealth Advisors (North Carolina)
North Carolina
-$31.7K -1,100 Closed
AF
197
Affiance Financial
Minnesota
-$25.7K -890 Closed
MWM
198
MinichMacGregor Wealth Management
New York
-$23.4K -810 Closed
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
-$19K -670 Closed
FHA
200
First Horizon Advisors
Tennessee
-$18.8K -650 Closed

RSPH Hedge Fund Activity: Q1 2023 in Review

183 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2023, worth a combined $425M — down 3.8% from $442M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPH and 18 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 50 added.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $4.39M. The largest seller was WBI Investments, exiting entirely with an estimated $6.59M sold.

  • 183 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2023, down from 190 in Q4 2022.
  • Funds reported $425M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2023, down 3.8% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2023 and 20 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2023 was Private Advisor Group, an estimated $4.39M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2023 was WBI Investments, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2023.