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Invesco S&P 500 Equal Weight Health Care ETF

180 hedge funds and large institutions have $323M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 64

Holders
180
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
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$2.62M
CFA
27
Cahill Financial Advisors
Minnesota
$2.4M
CA
28
Cornerstone Advisory
Maryland
$2.28M
SAS
29
Stelac Advisory Services
New York
$2.23M
YWM
30
Yoder Wealth Management
California
$2.16M
BFG
31
Berger Financial Group
Minnesota
$2.01M
UBS Group
32
UBS Group
Switzerland
$1.97M
CBA
33
Coastal Bridge Advisors
Connecticut
$1.93M
AFP
34
Ausdal Financial Partners
Iowa
$1.92M
PFM
35
Peak Financial Management
Massachusetts
$1.85M
HFM
36
Hartford Financial Management
Connecticut
$1.79M
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.47M
SC
38
Sykon Capital
New York
$1.38M
WAM
39
Walker Asset Management
Missouri
$1.37M
HBT
40
Hills Bank & Trust
Iowa
$1.32M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.28M
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.28M
USCWA
43
U.S. Capital Wealth Advisors
Texas
$1.24M
IAA
44
Ironsides Asset Advisors
North Carolina
$1.2M
BFO
45
Biltmore Family Office
North Carolina
$1.18M
QCM
46
Quantinno Capital Management
New York
$1.14M
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.13M
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.07M
OC
49
Oppenheimer & Co
New York
$983K
AF
50
Allworth Financial
California
$973K