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Invesco Pharmaceuticals ETF

87 hedge funds and large institutions have $65.9M invested in Invesco Pharmaceuticals ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $64M → $65.9M (+$1.92M)

0% more funds holding

Funds holding: 8787 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.77% less ownership

Funds ownership: 21.39%20.61% (-0.77%)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
27
Closed
9
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
Tompkins Financial
New York
$68.1K
SWM
52
Spire Wealth Management
Virginia
$61.6K -$76.3K -1,000 -55%
HCM
53
Highlander Capital Management
New Jersey
$60K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$49.3K -$2.29K -30 -4%
NSIM
55
North Star Investment Management
Illinois
$45.4K
BCWM
56
Bartlett & Co Wealth Management
Ohio
$43.4K
BC
57
Bartlett & Co
Ohio
$43K
PPC
58
Park Place Capital
Alabama
$37.8K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$37.8K
IGWM
60
ICA Group Wealth Management
Colorado
$36.3K
FFL
61
Financial Freedom LLC
Ohio
$28.5K +$76 +1 +0.3%
IA
62
IFP Advisors
Florida
$25.3K -$153 -2 -0.6%
RDFA
63
Ritter Daniher Financial Advisory
Ohio
$25.3K +$25.5K +334 New
SPIA
64
Steward Partners Investment Advisory
New York
$22.7K
WWP
65
WR Wealth Planners
Missouri
$22.7K
LF
66
Lee Financial
Texas
$19.7K
JP Morgan Chase
67
JP Morgan Chase
New York
$19.3K +$19.5K +255 New
GWSG
68
GPS Wealth Strategies Group
Colorado
$15.5K +$76 +1 +0.5%
ACA
69
Aptus Capital Advisors
Alabama
$13.2K +$13.4K +175 New
CSWM
70
Cassady Schiller Wealth Management
Ohio
$11.3K
GWM
71
Geneos Wealth Management
Colorado
$11.3K
HIA
72
Harbor Investment Advisory
Maryland
$11.3K
MRCM
73
M&R Capital Management
New Jersey
$10.2K
POIA
74
Pin Oak Investment Advisors
Texas
$10K
RIA
75
Realta Investment Advisors
Delaware
$9.45K +$9.54K +125 New