We are live on ! Find out more
PJP icon

Invesco Pharmaceuticals ETF

85 hedge funds and large institutions have $303M invested in Invesco Pharmaceuticals ETF in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

26% more capital invested

Capital invested by funds: $240M → $303M (+$63.2M)

20% more funds holding

Funds holding: 7185 (+14)

0.6% more ownership

Funds ownership: 25.68%26.28% (+0.6%)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.17%
New
19
Increased
34
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
51
National Planning Corporation
California
$712K -$36.5K -642 -5%
EC
52
Estate Counselors
Wisconsin
$680K -$98.2K -1,730 -13%
CS
53
Credit Suisse
Switzerland
$606K -$329K -5,787 -35%
BRWM
54
B. Riley Wealth Management
Tennessee
$507K +$508K +8,948 New
CFA
55
Cahill Financial Advisors
Minnesota
$426K +$69.2K +1,219 +19%
PTC
56
Private Trust Company
Ohio
$406K +$22.7K +400 +6%
SB
57
Suntrust Banks
Georgia
$405K +$99.5K +1,753 +32%
B
58
Baird
Wisconsin
$309K -$1.14K -20 -0.4%
BCM
59
Beck Capital Management
Texas
$295K +$294K +5,170 New
BRWA
60
B. Riley Wealth Advisors
Florida
$284K +$64.5K +1,135 +29%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$268K -$2.16K -38 -0.8%
PAI
62
Pittenger & Anderson Inc
Nebraska
$242K -$27.5K -485 -10%
PAG
63
Private Advisor Group
New Jersey
$215K +$215K +3,786 New
SA
64
Strategic Advisors
New York
$201K +$202K +3,550 New
RIA
65
Regal Investment Advisors
Michigan
$94K
Creative Planning
66
Creative Planning
Kansas
$74K +$31.2K +550 +72%
GAM
67
Gemmer Asset Management
California
$73K +$122K +2,146 New
SF
68
Synovus Financial
Georgia
$72K
WEC
69
Winslow Evans & Crocker
Massachusetts
$56.6K +$56.8K +1,000 New
BC
70
Bartlett & Co
Ohio
$33K
CIM
71
Contravisory Investment Management
Massachusetts
$33K +$32.7K +576 New
Brown Advisory
72
Brown Advisory
Maryland
$31K
VIA
73
Vantage Investment Advisors
Pennsylvania
$30K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$23K +$22.7K +400 New
WAM
75
Wallington Asset Management
Indiana
$22K +$22.1K +390 New