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Invesco S&P 500 Equal Weight Health Care ETF
RSPH

194 hedge funds and large institutions have $411M 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, 48 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding

Funds holding: 184 → 194 (+10)

2.54% less ownership

Funds ownership: 44.98% → 42.44% (-2.5%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

32% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 71

73% less capital inflows, than outflows

Capital inflows: $15.4M | Capital outflows: $57M

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
33
Increased
48
Reduced
71
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.67M
2
RAG
RIA Advisory Group
Iowa
+$2.16M
3
HighTower Advisors
HighTower Advisors
Illinois
+$495K
4
AWA
Arete Wealth Advisors
Illinois
+$484K
5
WLPWM
Walled Lake Planning & Wealth Management
Illinois
+$468K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$12.9M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$8.23M
3
Morgan Stanley
Morgan Stanley
New York
-$6.76M
4
Goldman Sachs
Goldman Sachs
New York
-$4.35M
5
UBS Group
UBS Group
Switzerland
-$4.3M

RSPH Hedge Fund Activity: Q4 2023 in Review

194 of the 6,873 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 $411M — down 3% from $424M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSPH positions and 21 closed out — a net gain of 12 holders — while 48 added to existing stakes and 71 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.67M. 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 $411M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2023, down 3% 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 Stifel Financial, an estimated $2.67M 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.