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Invesco Pharmaceuticals ETF

96 hedge funds and large institutions have $85.6M invested in Invesco Pharmaceuticals ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 9296 (+4)

1.91% more ownership

Funds ownership: 13.59%15.5% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $87.7M → $85.6M (-$2.09M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
19
Reduced
28
Closed
12
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
76
Pittenger & Anderson Inc
Nebraska
$16K
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$13K +$13.8K +210 New
GTAM
78
Global Trust Asset Management
Florida
$12K +$6.58K +100 +100%
GRP
79
Global Retirement Partners
California
$11K
GI
80
Gradient Investments
Minnesota
$10K
WT
81
Whittier Trust
California
$10K +$1.25K +19 +14%
APP
82
Avantax Planning Partners
Iowa
$10K +$10.4K +158 New
AWA
83
Acorn Wealth Advisors
Michigan
$9K
LNB
84
Ledyard National Bank
$9K
MFW
85
Mosaic Family Wealth
Missouri
$8K
SF
86
Synovus Financial
Georgia
$8K +$8.43K +128 New
OIA
87
OneDigital Investment Advisors
Kansas
$5K
US Bancorp
88
US Bancorp
Minnesota
$5K
AIM
89
Anchor Investment Management
South Carolina
$4.55K
CFA
90
Carroll Financial Associates
North Carolina
$3K
IWM
91
IHT Wealth Management
Illinois
$3K
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$3K +$3.36K +51 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$2K
TFS
94
TrustCore Financial Services
Tennessee
$2K +$2.44K +37 New
WAS
95
WESPAC Advisors SoCal
California
$1K
SB
96
Suntrust Banks
Georgia
-$411K -6,469 Closed
Brown Advisory
97
Brown Advisory
Maryland
-$415K -6,468 Closed
LNC
98
Lincoln National Corp
Pennsylvania
-$237K -3,696 Closed
CFA
99
Cahill Financial Advisors
Minnesota
-$235K -3,657 Closed
NFC
100
Northeast Financial Consultants
Connecticut
-$211K -3,300 Closed