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Invesco Pharmaceuticals ETF

93 hedge funds and large institutions have $64.9M invested in Invesco Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% more ownership

Funds ownership: 23%24.13% (+1.1%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less capital invested

Capital invested by funds: $66M → $64.9M (-$1.1M)

4% less funds holding

Funds holding: 9793 (-4)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1
Peak Asset Management
Colorado
$10.9M -$15.7K -182 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$8.84M +$4.51M +52,377 +96%
Goldman Sachs
3
Goldman Sachs
New York
$4.13M +$2.75M +31,954 +177%
LPL Financial
4
LPL Financial
California
$4.04M -$276K -3,202 -6%
Bank of America
5
Bank of America
North Carolina
$3.79M +$201K +2,336 +5%
UBS Group
6
UBS Group
Switzerland
$3.38M +$481K +5,587 +16%
Wells Fargo
7
Wells Fargo
California
$2.29M -$12K -140 -0.5%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.17M -$463K -5,376 -17%
MWM
9
MGB Wealth Management
Texas
$1.82M +$202K +2,345 +12%
DBIA
10
Dumont & Blake Investment Advisors
New Jersey
$1.6M -$16.2K -188 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.55M -$201K -2,332 -11%
JGCM
12
Joseph Group Capital Management
Ohio
$1.44M +$199K +2,317 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.44M -$7.92K -92 -0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.42M +$790K +9,177 +115%
Ameriprise
15
Ameriprise
Minnesota
$1.1M -$680K -7,904 -60%
IFWM
16
Institute for Wealth Management
Colorado
$1.06M
Osaic Holdings
17
Osaic Holdings
Arizona
$999K +$697K +8,098 +203%
Raymond James Financial
18
Raymond James Financial
Florida
$943K +$982K +11,415 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$809K -$2.41M -28,053 -74%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$720K -$215K -2,499 -22%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$691K +$54.6K +635 +8%
FHA
22
Flagship Harbor Advisors
Massachusetts
$491K -$229K -2,659 -31%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$488K +$508K +5,907 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$458K -$63.9K -743 -12%
CRI
25
Commonwealth Retirement Investments
Virginia
$401K +$417K +4,849 New