Invesco S&P 500 Equal Weight Health Care ETF
RSPH
194 hedge funds and large institutions have $442M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 21 closing their positions.
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
5% more funds holding
Funds holding: 184 → 194 (+10)
4% more capital invested
Capital invested by funds: $425M → $442M (+$16.6M)
0.51% more ownership
Funds ownership: 45.01% → 45.52% (+0.51%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
29% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 70
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$20.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.67M |
| 3 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
+$2.16M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$495K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$484K |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.9M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$8.23M |
| 3 |
Goldman Sachs
New York
|
-$4.35M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.65M |
RSPH Hedge Fund Activity: Q4 2023 in Review
194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2023, worth a combined $442M — up 3.9% from $425M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new RSPH positions and 21 closed out — a net gain of 12 holders — while 50 added to existing stakes and 70 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was Osaic Holdings, cutting an estimated $12.9M.
- 194 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2023, up from 184 in Q3 2023.
- Funds reported $442M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2023, up 3.9% quarter-over-quarter.
- 33 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2023 and 21 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2023 was Morgan Stanley, an estimated $20.5M added.
- The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2023 was Osaic Holdings, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2023.