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Invesco S&P 500 Equal Weight Health Care ETF

189 hedge funds and large institutions have $444M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34.41% more ownership

Funds ownership: 435.92%470.33% (+34%)

15% more call options, than puts

Call options by funds: $236K | Put options by funds: $206K

3% more funds holding

Funds holding: 183189 (+6)

5% more capital invested

Capital invested by funds: $425M → $444M (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

Holders
189
Holders Change
+6
Holders Change %
+3.28%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
53
Reduced
61
Closed
13
Calls
$236K
Puts
$206K
Net Calls
+$30K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
176
Pin Oak Investment Advisors
Texas
$15K
TAM
177
Townsend Asset Management
North Carolina
$13.8K
LSA
178
Lansing Street Advisors
Pennsylvania
$11.9K -$33.4K -1,140 -74%
IGWM
179
ICA Group Wealth Management
Colorado
$11.9K +$4.39K +150 +60%
SF
180
Safeguard Financial
Wisconsin
$11K +$11.7K +400 New
AC
181
AlphaCore Capital
California
$10.4K
WAM
182
Worth Asset Management
Texas
$10.1K -$174K -5,930 -95%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$5.96K
PA
184
Parallel Advisors
California
$5.66K
NMG
185
New Millennium Group
Utah
$4.77K
FA
186
Fiduciary Alliance
South Carolina
$3.58K +$3.52K +120 New
NFSG
187
Newbridge Financial Services Group
Florida
$2.98K +$2.93K +100 New
MA
188
Montag & Associates
Georgia
$1.79K
GI
189
Gradient Investments
Minnesota
$1.79K
Citigroup
190
Citigroup
New York
$894
SL
191
Savior LLC
Massachusetts
$894
FIM
192
Freedom Investment Management
Connecticut
-$3.31M -113,390 Closed
TCFP
193
Treasure Coast Financial Planning
Florida
-$1.37M -47,100 Closed
IAA
194
Ironsides Asset Advisors
North Carolina
-$1.14M -39,090 Closed
SCA
195
Snowden Capital Advisors
New York
-$836K -28,660 Closed
FHA
196
Flagship Harbor Advisors
Massachusetts
-$294K -10,070 Closed
Belvedere Trading
197
Belvedere Trading
Illinois
-$87.5K -3,000 Closed
MFT
198
Moisand Fitzgerald Tamayo
Florida
-$58.3K -2,000 Closed
JIR
199
James Investment Research
Ohio
-$50K -1,720 Closed
BAM
200
Belpointe Asset Management
Nevada
-$24.4K -840 Closed

RSPH Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q2 2023, worth a combined $444M — up 4.5% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPH positions and 13 closed out — a net gain of 8 holders — while 53 added to existing stakes and 61 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $27.1M. The largest seller was JP Morgan Chase, cutting an estimated $3.52M.

  • 189 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $444M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q2 2023 and 13 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $27.1M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q2 2023 was JP Morgan Chase, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.