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Invesco S&P 500 Equal Weight Health Care ETF

190 hedge funds and large institutions have $442M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
49
Reduced
53
Closed
12
Calls
$288K
Puts
$87K
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
76
Kapstone Financial Advisors
Ohio
$595K +$595K +19,590 New
ADL
77
Asset Dedication LLC
California
$577K
CA
78
Clearstead Advisors
Ohio
$563K
LPT
79
Legacy Private Trust
Wisconsin
$556K +$9.52K +330 +2%
GWP
80
Gateway Wealth Partners
Wisconsin
$541K +$541K +18,750 New
OAM
81
Occidental Asset Management
California
$526K -$1.73K -60 -0.3%
CFG
82
Cooper Financial Group
California
$525K
KA
83
Kovack Advisors
Florida
$513K +$22.8K +790 +5%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$511K +$511K +17,710 New
SWM
85
SeaCrest Wealth Management
New York
$506K +$288 +10 +0.1%
GWM
86
Geneos Wealth Management
Colorado
$504K +$28.3K +980 +6%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$501K -$8.08K -280 -2%
EH
88
Equitable Holdings
New York
$500K
KAS
89
Kestra Advisory Services
Texas
$500K +$117K +4,060 +31%
DC
90
Davenport & Co
Virginia
$499K +$499K +17,310 New
HNB
91
Huntington National Bank
Ohio
$469K -$408K
DFA
92
DHJJ Financial Advisors
Illinois
$452K -$34.6K -1,200 -7%
ACA
93
Atlas Capital Advisors
Wyoming
$452K -$121K -4,210 -21%
KWM
94
Kingsview Wealth Management
Oregon
$403K -$5.48K -190 -1%
OCPWS
95
One Charles Private Wealth Services
Massachusetts
$403K +$15.9K +550 +4%
BlackRock
96
BlackRock
New York
$389K
LOIP
97
Live Oak Investment Partners
Texas
$389K
AWE
98
Avidian Wealth Enterprises
Texas
$379K
SG
99
StoneX Group
New York
$377K +$95.9K +3,320 +34%
GAM
100
Garrison Asset Management
Arkansas
$372K