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Invesco Pharmaceuticals ETF

96 hedge funds and large institutions have $101M invested in Invesco Pharmaceuticals ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $82.1M → $101M (+$18.9M)

12% more funds holding

Funds holding: 8696 (+10)

1.49% more ownership

Funds ownership: 15.69%17.18% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
22
Reduced
26
Closed
6
Calls
$279K
Puts
Net Calls
+$279K
Net Calls Change
+$279K
Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
51
Kiley Juergens Wealth Management
Washington
$123K +$72 +1 +0.1%
NWM
52
Northwest Wealth Management
Iowa
$120K -$9.83K -137 -8%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$91.7K
SPIA
54
Steward Partners Investment Advisory
New York
$88K
SSB
55
Sandy Spring Bank
Maryland
$76K -$14.4K -200 -16%
EWM
56
Edge Wealth Management
New York
$62K
GWM
57
Geneos Wealth Management
Colorado
$51K +$33.4K +465 +195%
BRC
58
Bell Rock Capital
Delaware
$46K -$7.61K -106 -15%
TCM
59
Tradewinds Capital Management
Washington
$46K
BCWM
60
Bartlett & Co Wealth Management
Ohio
$42.2K
BC
61
Bartlett & Co
Ohio
$42K
ASN
62
Advisory Services Network
Georgia
$33K
TC
63
Trilogy Capital
California
$33K +$10.7K +149 +51%
TC
64
Truvestments Capital
Florida
$29K +$28.7K +400 New
VIA
65
Vantage Investment Advisors
Pennsylvania
$28K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$26K
BBA
67
Braun-Bostich & Associates
Pennsylvania
$23K
PCG
68
Private Capital Group
Connecticut
$23K
CHC
69
City Holding Co
West Virginia
$21K -$1.29K -18 -6%
DAM
70
Delta Asset Management
Tennessee
$20K
VNA
71
Valley National Advisers
Pennsylvania
$20K
PAI
72
Pittenger & Anderson Inc
Nebraska
$18K
RCA
73
Rowland Carmichael Advisors
Arizona
$15K
CWA
74
Clarus Wealth Advisors
Arizona
$15K +$3.59K +50 +33%
GP
75
Girard Partners
Pennsylvania
$14K +$14.4K +200 New