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Invesco S&P 500 Equal Weight Health Care ETF

166 hedge funds and large institutions have $285M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
38
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
76
Lido Advisors
California
$400K +$400K +15,330 New
LFA
77
Landmark Financial Advisors
Kentucky
$394K -$5.45K -200 -1%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$392K
ADL
79
Asset Dedication LLC
California
$390K
EWA
80
EP Wealth Advisors
California
$382K
IA
81
IFP Advisors
Florida
$377K
TNB
82
TCF National Bank
South Dakota
$367K
AG
83
Aperio Group
California
$353K +$353K +13,500 New
HH
84
Hilltop Holdings
Texas
$349K -$12.5K -480 -3%
FAIM
85
Financial Advocates Investment Management
Washington
$341K +$60K +3,030 +21%
GAM
86
Garrison Asset Management
Arkansas
$339K -$179K -6,850 -35%
WWM
87
Wagner Wealth Management
South Carolina
$336K +$336K +12,850 New
KAS
88
Kestra Advisory Services
Texas
$329K +$329K +12,720 New
WI
89
WBI Investments
New Jersey
$324K +$324K +12,390 New
SIA
90
SkyView Investment Advisors
New Jersey
$318K +$318K +12,140 New
SBL
91
Sargent Bickham Lagudis
Colorado
$294K
SHA
92
Seneca House Advisors
Virginia
$288K -$7.06K -270 -2%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$287K -$24.9K -910 -8%
HCIA
94
Hochman Cole Investment Advisors
Illinois
$279K -$41.1K -1,570 -13%
BO
95
Bank OZK
Arkansas
$275K
KPWS
96
Kestra Private Wealth Services
Texas
$267K +$35.7K +1,380 +15%
SCA
97
Snowden Capital Advisors
New York
$258K +$258K +9,880 New
OC
98
Oppenheimer & Co
New York
$258K
SCP
99
Shorepoint Capital Partners
Massachusetts
$255K
SG
100
StoneX Group
New York
$253K