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Invesco S&P 500 Equal Weight Health Care ETF

165 hedge funds and large institutions have $295M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 63 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $301M → $295M (-$5.9M)

37% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 63

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.42M
CFA
27
Cahill Financial Advisors
Minnesota
$2.21M
CA
28
Cornerstone Advisory
Maryland
$2.18M
YWM
29
Yoder Wealth Management
California
$2.09M
SAS
30
Stelac Advisory Services
New York
$2.06M
BFG
31
Berger Financial Group
Minnesota
$2.05M
SC
32
Sykon Capital
New York
$2.03M
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.82M
AFP
34
Ausdal Financial Partners
Iowa
$1.79M
PFM
35
Peak Financial Management
Massachusetts
$1.76M
CBA
36
Coastal Bridge Advisors
Connecticut
$1.74M
HFM
37
Hartford Financial Management
Connecticut
$1.65M
Goldman Sachs
38
Goldman Sachs
New York
$1.5M
WAM
39
Walker Asset Management
Missouri
$1.27M
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.24M
USCWA
41
U.S. Capital Wealth Advisors
Texas
$1.18M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.17M
Jones Financial Companies
43
Jones Financial Companies
Missouri
$1.16M
IAA
44
Ironsides Asset Advisors
North Carolina
$1.11M
BFO
45
Biltmore Family Office
North Carolina
$1.09M
PFA
46
Pettinga Financial Advisors
Indiana
$1.03M
RMF
47
Red Mountain Financial
Colorado
$931K
LA
48
LM Advisors
California
$928K
OC
49
Oppenheimer & Co
New York
$925K
AWA
50
Acorn Wealth Advisors
Michigan
$914K