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Invesco S&P SmallCap Health Care ETF

69 hedge funds and large institutions have $33.8M invested in Invesco S&P SmallCap Health Care ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-10
Holders Change %
-12.66%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.64M -$141K -3,255 -4%
Wells Fargo
2
Wells Fargo
California
$3.02M -$774K -17,887 -20%
LPL Financial
3
LPL Financial
California
$2.32M -$103K -2,385 -4%
WI
4
WBI Investments
New Jersey
$2.28M -$2.15M -49,735 -49%
PSF
5
Pacific Sun Financial
California
$2.11M -$109K -2,510 -5%
Ameriprise
6
Ameriprise
Minnesota
$1.61M +$855K +19,749 +113%
VF
7
Virtu Financial
New York
$1.58M +$1.58M +36,428 New
UBS Group
8
UBS Group
Switzerland
$1.39M +$52.4K +1,210 +4%
Bank of America
9
Bank of America
North Carolina
$1.07M -$54.9K -1,268 -5%
MWM
10
MGB Wealth Management
Texas
$1.07M -$97.4K -2,250 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.07M +$16.2K +374 +2%
MBT
12
Montecito Bank & Trust
California
$967K -$110K -2,538 -10%
TRCT
13
Tower Research Capital (TRC)
New York
$920K +$463K +10,703 +101%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$750K -$27K -625 -3%
MIG
15
McGuire Investment Group
Rhode Island
$749K -$12.8K -295 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$723K -$25.3K -584 -3%
CFP
17
Cascade Financial Partners
California
$630K -$206K -4,750 -25%
IWM
18
IHT Wealth Management
Illinois
$617K -$83K -1,917 -12%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$506K -$52.9K -1,266 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$499K +$499K +11,535 New
CPIG
21
Chicago Partners Investment Group
Illinois
$477K +$477K +11,998 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$459K -$28.5K -658 -6%
MHFA
23
Mission Hills Financial Advisory
California
$397K +$4.42K +102 +1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$355K -$157K -3,639 -31%
ST
25
Somerset Trust
Pennsylvania
$337K