We are live on ! Find out more
RSPH icon

Invesco S&P 500 Equal Weight Health Care ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 56 (+1)

5% more funds holding

Funds holding: 164173 (+9)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
19
Increased
46
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$62.5M +$412K +13,380 +0.6%
PS
2
Portfolio Strategies
New York
$28.5M +$29.4M +954,320 New
Morgan Stanley
3
Morgan Stanley
New York
$24.9M +$10.9M +353,950 +74%
Bank of America
4
Bank of America
North Carolina
$15.7M +$64.6K +2,100 +0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.9M -$151K -4,890 -1%
LPL Financial
6
LPL Financial
California
$12.6M +$2.06M +66,990 +19%
PFM
7
Peak Financial Management
Massachusetts
$11.1M +$8.31K +270 +0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.4M -$980K -31,830 -8%
MCM
9
MAI Capital Management
Ohio
$10.2M -$76.3K -2,480 -0.7%
BHWA
10
Beacon Harbor Wealth Advisors
Virginia
$9.42M +$9.73M +316,030 New
FMC
11
Financial Management Concepts
Florida
$9.2M +$284K +9,230 +3%
SAS
12
Stelac Advisory Services
New York
$9.05M -$149K -4,840 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.42M +$2.97M +96,350 +52%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.3M -$12.6K -410 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$7.13M -$1.24M -40,170 -14%
BWM
16
BerganKDV Wealth Management
Minnesota
$6.99M +$14.8K +480 +0.2%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.97M +$411K +13,340 +6%
RRWA
18
Rainey & Randall Wealth Advisors
Florida
$5.98M +$776K +25,220 +14%
Wells Fargo
19
Wells Fargo
California
$5.5M +$80.7K +2,620 +1%
SAM
20
SignalPoint Asset Management
Missouri
$5.09M -$31.1K -1,010 -0.6%
ML
21
McAdam LLC
Pennsylvania
$4.57M -$126K -4,100 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.52M +$2.23M +72,340 +91%
Truist Financial
23
Truist Financial
North Carolina
$3.95M +$3.73M +121,310 +1,094%
FC
24
FCA Corp
Texas
$3.85M +$157K +5,090 +4%
JPLA
25
Joseph P. Lucia & Associates
New York
$3.71M +$27.1K +880 +0.7%

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.