We are live on ! Find out more
PJP icon

Invesco Pharmaceuticals ETF

93 hedge funds and large institutions have $101M invested in Invesco Pharmaceuticals ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

12% more funds holding

Funds holding: 8393 (+10)

5.94% less ownership

Funds ownership: 32.3%26.36% (-5.9%)

13% less capital invested

Capital invested by funds: $116M → $101M (-$15.6M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
17
Reduced
30
Closed
11
Calls
$447K
Puts
Net Calls
+$447K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$62K -$426 -7 -0.7%
LWM
52
Liberty Wealth Management
California
$57K +$27K +444 +96%
SSB
53
Sandy Spring Bank
Maryland
$54K
NSIM
54
North Star Investment Management
Illinois
$39K +$36.5K +600 New
BCWM
55
Bartlett & Co Wealth Management
Ohio
$37.1K
TFGT
56
TS Financial Group (TSFG)
Illinois
$36K
SFPG
57
Stonebridge Financial Planning Group
Florida
$29K +$27.4K +451 New
BRC
58
Bell Rock Capital
Delaware
$28K -$10.1K -166 -28%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$28K
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$23K
VCP
61
Verus Capital Partners
Arizona
$22K +$20.5K +337 New
SFS
62
Sowell Financial Services
Arkansas
$20K -$288K -4,741 -94%
ACM
63
Anfield Capital Management
California
$19K +$17.4K +286 New
BBA
64
Braun-Bostich & Associates
Pennsylvania
$19K +$17.4K +286 New
POIA
65
Pin Oak Investment Advisors
Texas
$17K
VNA
66
Valley National Advisers
Pennsylvania
$17K
RCA
67
Ranch Capital Advisors
Florida
$17K +$15.5K +255 New
RFA
68
Reilly Financial Advisors
California
$16K -$623K -10,232 -98%
GWM
69
Geneos Wealth Management
Colorado
$12K
CG
70
Cutler Group
California
$12K +$12.2K +200 New
RMAM
71
Raab & Moskowitz Asset Management
New Jersey
$12K +$12.2K +200 New
DAM
72
Delta Asset Management
Tennessee
$11K
GI
73
Gradient Investments
Minnesota
$11K
WT
74
Whittier Trust
California
$10K
HIA
75
Harbor Investment Advisory
Maryland
$10K +$9.13K +150 New