We are live on ! Find out more
RSPH icon

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
HighTower Advisors
1
HighTower Advisors
Illinois
$63.9M -$308K -10,520 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$39.4M +$1.45M +49,510 +4%
Bank of America
3
Bank of America
North Carolina
$20.7M -$1.3M -44,380 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.7M +$521K +17,780 +3%
LPL Financial
5
LPL Financial
California
$19.4M -$2.86M -97,490 -13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.3M +$5.37M +183,190 +39%
RRWA
7
Rainey & Randall Wealth Advisors
Florida
$18.7M +$1.18M +40,270 +7%
UBS Group
8
UBS Group
Switzerland
$14.8M +$15.5K +530 +0.1%
Wells Fargo
9
Wells Fargo
California
$13.2M +$265K +9,060 +2%
PFM
10
Peak Financial Management
Massachusetts
$10.8M -$37.5K -1,280 -0.4%
PCH
11
PGIM Custom Harvest
New Jersey
$10.3M -$1.04M -35,510 -9%
MCM
12
MAI Capital Management
Ohio
$10.2M -$52.7K -1,800 -0.5%
Ameriprise
13
Ameriprise
Minnesota
$9.36M +$120K +4,090 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$8.99M -$3.52M -120,300 -28%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.29M +$5.07M +173,210 +165%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.49M -$358K -12,230 -5%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.99M -$22K -750 -0.3%
BWM
18
BerganKDV Wealth Management
Minnesota
$6.96M -$64.4K -2,200 -0.9%
WLPWM
19
Walled Lake Planning & Wealth Management
Illinois
$6.66M +$342K +11,690 +6%
PAG
20
Private Advisor Group
New Jersey
$4.69M +$190K +6,480 +4%
SAS
21
Stelac Advisory Services
New York
$4.48M -$925K -31,570 -17%
LHEI
22
Leo H. Evart Inc
California
$4.38M -$17.3K -590 -0.4%
Stifel Financial
23
Stifel Financial
Missouri
$4.09M -$664K -22,670 -14%
SAM
24
SignalPoint Asset Management
Missouri
$3.72M -$2.34K -80 -0.1%
JPLA
25
Joseph P. Lucia & Associates
New York
$3.69M -$72.9K -2,490 -2%

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.