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Invesco Pharmaceuticals ETF

86 hedge funds and large institutions have $56.1M invested in Invesco Pharmaceuticals ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $53.3M → $56.1M (+$2.8M)

4% more funds holding

Funds holding: 8386 (+3)

1.6% more ownership

Funds ownership: 19.63%21.23% (+1.6%)

65% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 31

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$45.7K
TF
52
Tompkins Financial
New York
$45.7K
BC
53
Bartlett & Co
Ohio
$44K
BCWM
54
Bartlett & Co Wealth Management
Ohio
$43.8K
PPC
55
Park Place Capital
Alabama
$38K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$38K
TPCW
57
TD Private Client Wealth
New York
$38K +$35.7K +500 New
IA
58
IFP Advisors
Florida
$37.6K +$11.4K +159 +47%
IGWM
59
ICA Group Wealth Management
Colorado
$36.5K +$34.3K +480 New
PS
60
Principal Securities
Iowa
$31.1K +$29.2K +409 New
FFL
61
Financial Freedom LLC
Ohio
$28.8K +$71 +1 +0.3%
Citigroup
62
Citigroup
New York
$26.6K -$128K -1,787 -84%
RDFA
63
Ritter Daniher Financial Advisory
Ohio
$22.8K -$2.43K -34 -10%
SPIA
64
Steward Partners Investment Advisory
New York
$22.8K
ASN
65
Advisory Services Network
Georgia
$19.4K +$18.2K +255 New
ACA
66
Aptus Capital Advisors
Alabama
$15.2K +$1.79K +25 +14%
FGA
67
Fortis Group Advisors
New Jersey
$15.2K +$7.15K +100 +100%
Comerica Bank
68
Comerica Bank
Texas
$14.5K -$19.2K -269 -59%
CSWM
69
Cassady Schiller Wealth Management
Ohio
$11.4K
HIA
70
Harbor Investment Advisory
Maryland
$11.4K
MRCM
71
M&R Capital Management
New Jersey
$10.3K
POIA
72
Pin Oak Investment Advisors
Texas
$10K
SSB
73
Sandy Spring Bank
Maryland
$8.45K
HCM
74
Hollencrest Capital Management
California
$7.69K
PSB
75
Piscataqua Savings Bank
New Hampshire
$6.39K