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Invesco S&P 500 Equal Weight Health Care ETF

194 hedge funds and large institutions have $442M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding

Funds holding: 184194 (+10)

4% more capital invested

Capital invested by funds: $425M → $442M (+$16.6M)

0.51% more ownership

Funds ownership: 45.01%45.52% (+0.51%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 70

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
33
Increased
50
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$578K
GWP
77
Gateway Wealth Partners
Wisconsin
$570K +$110 +4 +0%
FAIM
78
Financial Advocates Investment Management
Washington
$557K +$131K +4,780 +50%
Mariner
79
Mariner
Kansas
$543K +$34.4K +1,256 +7%
KWM
80
Kingsview Wealth Management
Oregon
$534K -$11.5K -420 -2%
AWA
81
Arete Wealth Advisors
Illinois
$526K +$484K +17,661 New
PTC
82
Private Trust Company
Ohio
$517K
AWE
83
Avidian Wealth Enterprises
Texas
$516K
KFA
84
Kapstone Financial Advisors
Ohio
$507K -$56.2K -2,050 -11%
KA
85
Kovack Advisors
Florida
$503K -$12.3K -447 -3%
CFG
86
Cooper Financial Group
California
$493K -$44.9K -1,640 -9%
KPWS
87
Kestra Private Wealth Services
Texas
$493K +$190K +6,919 +72%
KAS
88
Kestra Advisory Services
Texas
$487K +$5.51K +201 +1%
SWM
89
SeaCrest Wealth Management
New York
$482K +$110 +4 +0%
GWM
90
Geneos Wealth Management
Colorado
$481K -$35.3K -1,288 -7%
NA
91
NewEdge Advisors
Louisiana
$478K -$59.6K -2,174 -12%
DFA
92
DHJJ Financial Advisors
Illinois
$466K +$27 +1 +0%
ACA
93
Atlas Capital Advisors
Wyoming
$434K
AWM
94
AE Wealth Management
Kansas
$426K +$133K +4,867 +52%
EH
95
Equitable Holdings
New York
$415K -$93.2K -3,400 -20%
OIA
96
OneDigital Investment Advisors
Kansas
$408K -$133K -4,843 -26%
BlackRock
97
BlackRock
New York
$402K
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$400K +$368K +13,421 New
LOIP
99
Live Oak Investment Partners
Texas
$398K
GAM
100
Garrison Asset Management
Arkansas
$383K -$1.67K -61 -0.5%