We are live on ! Find out more
PJP icon

Invesco Pharmaceuticals ETF

71 hedge funds and large institutions have $240M invested in Invesco Pharmaceuticals ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

32% more capital invested

Capital invested by funds: $181M → $240M (+$58.2M)

3% more funds holding

Funds holding: 6971 (+2)

0.73% less ownership

Funds ownership: 26.42%25.68% (-0.73%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
29
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$337K +$315K +6,294 New
B
52
Baird
Wisconsin
$293K +$40.7K +813 +17%
SB
53
Suntrust Banks
Georgia
$288K +$35.9K +718 +15%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$255K -$9.41K -188 -4%
PAI
55
Pittenger & Anderson Inc
Nebraska
$254K -$41.8K -835 -15%
OC
56
Oppenheimer & Co
New York
$249K -$106K -2,115 -31%
BRWA
57
B. Riley Wealth Advisors
Florida
$208K +$27.5K +550 +16%
SHWM
58
Smith & Howard Wealth Management
Georgia
$124K -$15.6K -312 -12%
RIA
59
Regal Investment Advisors
Michigan
$89K
SF
60
Synovus Financial
Georgia
$68K +$57.7K +1,154 +995%
Creative Planning
61
Creative Planning
Kansas
$41K -$1.65K -33 -4%
BC
62
Bartlett & Co
Ohio
$31K
Brown Advisory
63
Brown Advisory
Maryland
$29K
VIA
64
Vantage Investment Advisors
Pennsylvania
$29K +$26.8K +535 New
DAM
65
Delta Asset Management
Tennessee
$19K +$17.5K +350 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$10K
MAS
67
Madden Advisory Services
Florida
$8K
TCM
68
Tradewinds Capital Management
Washington
$6K +$5.35K +107 New
ASN
69
Advisory Services Network
Georgia
$5K +$5K +100 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$2K
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 +$6.75K +135 New
WCM
72
Weatherstone Capital Management
Colorado
-$2.87M -62,240 Closed
PI
73
Placemark Investments
Illinois
-$540K -11,740 Closed
VKH
74
Virtu KCG Holdings
New York
-$448K -9,734 Closed
SG Americas Securities
75
SG Americas Securities
New York
-$330K -7,162 Closed