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Invesco S&P SmallCap Health Care ETF

83 hedge funds and large institutions have $63.2M invested in Invesco S&P SmallCap Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
13
Reduced
30
Closed
15
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
+$1.12M
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.6M 65,669 +7,087 +12%
Wells Fargo
2
Wells Fargo
California
$7.78M 59,401 -616 -1%
WI
3
WBI Investments
New Jersey
$7.59M 57,960 +34,148 +143%
Morgan Stanley
4
Morgan Stanley
New York
$3.91M 29,869 -5,447 -15%
Bank of America
5
Bank of America
North Carolina
$3.32M 25,368 -1,931 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.56M 19,566 -1,199 -6%
UBS Group
7
UBS Group
Switzerland
$1.86M 14,210 -4,139 -23%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.8M 13,748 +478 +4%
MIG
9
McGuire Investment Group
Rhode Island
$1.77M 13,532 -1,054 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.69M 12,923 -489 -4%
Ameriprise
11
Ameriprise
Minnesota
$1.33M 10,161 -21,655 -68%
Citadel Advisors
12
Citadel Advisors
Florida
$1.31M 9,974 +4,857 +95%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.22M 9,283 -699 -7%
AFP
14
Ausdal Financial Partners
Iowa
$1.21M 9,234
MBT
15
Montecito Bank & Trust
California
$1.11M 8,447
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.08M 8,213 -2,590 -24%
TRCT
17
Tower Research Capital (TRC)
New York
$1.06M 8,073 -2,399 -23%
Creative Planning
18
Creative Planning
Kansas
$919K 7,019 -425 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$911K 6,956 -548 -7%
RJA
20
Raymond James & Associates
Florida
$854K 6,521 -130 -2%
MFG
21
Magnus Financial Group
New York
$804K 6,137 +18 +0.3%
CI
22
Ceera Investments
Texas
$713K 5,444 +173 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$701K 5,349 -15,717 -75%
Goldman Sachs
24
Goldman Sachs
New York
$686K 5,235
CAN
25
Cetera Advisor Networks
California
$613K 4,677