We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

168 hedge funds and large institutions have $293M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

6.79% more ownership

Funds ownership: 369.39%376.18% (+6.8%)

1% more funds holding

Funds holding: 166168 (+2)

3% more capital invested

Capital invested by funds: $285M → $293M (+$7.65M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
43
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$54M +$188K +7,060 +0.4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13.2M +$941K +35,350 +8%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M +$3.35M +125,930 +38%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.7M +$61.2K +2,300 +0.5%
Bank of America
5
Bank of America
North Carolina
$11.5M +$815K +30,630 +8%
PFM
6
Peak Financial Management
Massachusetts
$10M -$214K -8,060 -2%
LPL Financial
7
LPL Financial
California
$9.76M +$607K +22,800 +7%
MCM
8
MAI Capital Management
Ohio
$9.28M -$96.3K -3,620 -1%
SAS
9
Stelac Advisory Services
New York
$9.22M -$5.61M -210,730 -38%
FMC
10
Financial Management Concepts
Florida
$7.89M -$3.55M -133,520 -31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.54M +$845K +31,740 +13%
Ameriprise
12
Ameriprise
Minnesota
$7.39M -$105K -3,940 -1%
BWM
13
BerganKDV Wealth Management
Minnesota
$6.11M +$35.1K +1,320 +0.6%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.68M -$163K -6,120 -3%
IMC Chicago
15
IMC Chicago
Illinois
$5.26M +$5.22M +196,100 New
Wells Fargo
16
Wells Fargo
California
$4.98M +$2.93K +110 +0.1%
SAM
17
SignalPoint Asset Management
Missouri
$4.67M -$37.8K -1,420 -0.8%
RRWA
18
Rainey & Randall Wealth Advisors
Florida
$4.48M +$625K +23,470 +16%
ML
19
McAdam LLC
Pennsylvania
$4.34M -$330K -12,420 -7%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.26M +$3.56M +133,920 +541%
Stifel Financial
21
Stifel Financial
Missouri
$3.4M -$92.3K -3,470 -3%
FC
22
FCA Corp
Texas
$3.33M -$4.52K -170 -0.1%
JPLA
23
Joseph P. Lucia & Associates
New York
$3.27M -$72.9K -2,740 -2%
CA
24
Cornerstone Advisory
Maryland
$3.15M -$5.85K -220 -0.2%
UCFA
25
United Capital Financial Advisors
Texas
$3.04M +$112K +4,200 +4%

RSPH Hedge Fund Activity: Q1 2021 in Review

168 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q1 2021, worth a combined $293M — up 2.7% from $285M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPH positions and 13 closed out — a net gain of 4 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $5.22M. The largest seller was Stelac Advisory Services, cutting an estimated $5.61M.

  • 168 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $293M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q1 2021, up 2.7% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q1 2021 and 13 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q1 2021 was IMC Chicago, an estimated $5.22M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q1 2021 was Stelac Advisory Services, an estimated $5.61M sold.

Based on aggregated 13F filings for Q1 2021.