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Invesco S&P 500 Equal Weight Health Care ETF

187 hedge funds and large institutions have $389M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
45
Reduced
72
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
76
Davenport & Co
Virginia
$584K -$275K -9,159 -32%
ADL
77
Asset Dedication LLC
California
$582K
KWM
78
Kingsview Wealth Management
Oregon
$533K -$6.01K -200 -1%
KA
79
Kovack Advisors
Florida
$531K +$531K +17,690 New
PTC
80
Private Trust Company
Ohio
$521K
KAS
81
Kestra Advisory Services
Texas
$511K +$38.2K +1,273 +8%
HWA
82
HHM Wealth Advisors
Tennessee
$510K +$231K +7,700 +83%
GWP
83
Gateway Wealth Partners
Wisconsin
$510K -$10.4K -345 -2%
KFA
84
Kapstone Financial Advisors
Ohio
$505K -$6.01K -200 -1%
TFA
85
Trinity Financial Advisors
Ohio
$502K +$502K +16,732 New
AWE
86
Avidian Wealth Enterprises
Texas
$500K
IWM
87
IHT Wealth Management
Illinois
$482K +$145K +4,835 +43%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$481K +$69.4K +2,310 +17%
DFA
89
DHJJ Financial Advisors
Illinois
$470K -$420 -14 -0.1%
SWM
90
SeaCrest Wealth Management
New York
$469K -$16.1K -536 -3%
ACA
91
Atlas Capital Advisors
Wyoming
$437K +$30 +1 +0%
Citadel Advisors
92
Citadel Advisors
Florida
$430K +$430K +14,325 New
GWM
93
Geneos Wealth Management
Colorado
$419K -$34.3K -1,141 -8%
EH
94
Equitable Holdings
New York
$419K
PPWM
95
Perissos Private Wealth Management
Oklahoma
$412K +$60 +2 +0%
AAS
96
Avantax Advisory Services
Texas
$406K -$34.7K -1,154 -8%
BlackRock
97
BlackRock
New York
$405K
LSAG
98
Lake Street Advisors Group
New Hampshire
$405K +$60.1K +2,000 +17%
PS
99
Principal Securities
Iowa
$400K +$67.3K +2,242 +20%
GAM
100
Garrison Asset Management
Arkansas
$386K