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Invesco S&P SmallCap Health Care ETF

70 hedge funds and large institutions have $34.1M invested in Invesco S&P SmallCap Health Care ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $29.7M → $34.1M (+$4.39M)

2.35% more ownership

Funds ownership: 20.81%23.15% (+2.3%)

0% more funds holding

Funds holding: 7070 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.37M +$1.01M +23,147 +43%
GSC
2
G&S Capital
Colorado
$3.26M +$25.4K +582 +0.8%
Bank of America
3
Bank of America
North Carolina
$3.04M +$1.88M +43,069 +166%
LPL Financial
4
LPL Financial
California
$2.36M +$377K +8,643 +19%
Wells Fargo
5
Wells Fargo
California
$1.9M -$58.7K -1,345 -3%
HCA
6
Harbor Capital Advisors
Illinois
$1.69M +$1.68M +38,396 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.29M +$27.5K +629 +2%
PSF
8
Pacific Sun Financial
California
$1.26M -$443K -10,143 -26%
WI
9
WBI Investments
New Jersey
$1.09M +$42.2K +966 +4%
MWM
10
MGB Wealth Management
Texas
$1.09M -$44 -1 -0%
UBS Group
11
UBS Group
Switzerland
$1.07M -$458K -10,489 -30%
HWM
12
Hohimer Wealth Management
Washington
$1.05M +$1.04M +23,792 New
MBT
13
Montecito Bank & Trust
California
$968K -$11K -252 -1%
IWM
14
IHT Wealth Management
Illinois
$954K -$410K -9,391 -30%
MIG
15
McGuire Investment Group
Rhode Island
$639K -$1.79K -41 -0.3%
TRCT
16
Tower Research Capital (TRC)
New York
$636K +$100K +2,298 +19%
Ameriprise
17
Ameriprise
Minnesota
$625K -$158K -3,613 -20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$589K +$53.9K +1,235 +10%
Raymond James Financial
19
Raymond James Financial
Florida
$544K +$20K +459 +4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$491K +$108K +2,475 +29%
CFP
21
Cascade Financial Partners
California
$478K -$37.1K -849 -7%
Citadel Advisors
22
Citadel Advisors
Florida
$445K -$321K -7,354 -42%
CAP
23
Cordoba Advisory Partners
New York
$428K +$422K +9,676 New
MHFA
24
Mission Hills Financial Advisory
California
$378K -$21.6K -495 -5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$335K