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Invesco S&P 500 Equal Weight Health Care ETF

191 hedge funds and large institutions have $709M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $386M → $709M (+$323M)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

3% more funds holding

Funds holding: 186191 (+5)

0.53% more ownership

Funds ownership: 40.51%41.04% (+0.53%)

33% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 70

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
47
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$372M +$31 +1 +0%
HighTower Advisors
2
HighTower Advisors
Illinois
$65.3M +$572K +18,616 +0.8%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$20.8M +$168K +5,481 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$18.6M -$4.04M -131,306 -17%
LPL Financial
5
LPL Financial
California
$17.1M -$2.84M -92,441 -14%
Bank of America
6
Bank of America
North Carolina
$14.4M +$582K +18,943 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.9M -$880K -28,617 -7%
WLPWM
8
Walled Lake Planning & Wealth Management
Illinois
$10.7M +$570K +18,535 +5%
MCM
9
MAI Capital Management
Ohio
$10.2M +$490K +15,925 +5%
Raymond James Financial
10
Raymond James Financial
Florida
$8.29M +$8.69M +282,781 New
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.92M +$397K +12,913 +5%
Wells Fargo
12
Wells Fargo
California
$7.61M -$604K -19,645 -7%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.39M -$247K -8,027 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$5.14M -$154K -5,015 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.75M -$5.85M -190,360 -54%
BSCCG
16
Blue Sky Capital Consultants Group
California
$4.21M +$4.42M +143,648 New
Ameriprise
17
Ameriprise
Minnesota
$4.13M -$98.1K -3,190 -2%
FC
18
FCA Corp
Texas
$4.12M +$35.5K +1,156 +0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.99M -$934K -30,372 -18%
PCH
20
PGIM Custom Harvest
New Jersey
$3.93M -$55.9K -1,820 -1%
PAG
21
Private Advisor Group
New Jersey
$3.73M +$18.9K +615 +0.5%
JPLA
22
Joseph P. Lucia & Associates
New York
$3.61M -$6.15K -200 -0.2%
FFN
23
Focus Financial Network
Minnesota
$3.46M +$24K +780 +0.7%
SAM
24
SignalPoint Asset Management
Missouri
$3.36M -$124K -4,045 -3%
UBS Group
25
UBS Group
Switzerland
$3.32M +$325K +10,561 +10%

RSPH Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) for Q4 2024, worth a combined $709M — up 84% from $386M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPH positions and 14 closed out — a net gain of 11 holders — while 47 added to existing stakes and 70 trimmed.

The largest buyer was Graham Capital Management, opening a new position worth an estimated $3.38M. The largest seller was Osaic Holdings, cutting an estimated $5.85M.

  • 191 institutional investors held Invesco S&P 500 Equal Weight Health Care ETF (RSPH) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $709M of Invesco S&P 500 Equal Weight Health Care ETF stock for Q4 2024, up 84% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Health Care ETF positions in Q4 2024 and 14 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF buyer in Q4 2024 was Graham Capital Management, an estimated $3.38M added.
  • The largest Invesco S&P 500 Equal Weight Health Care ETF seller in Q4 2024 was Osaic Holdings, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2024.