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Invesco S&P 500 Equal Weight Health Care ETF

182 hedge funds and large institutions have $312M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

1.49% more ownership

Funds ownership: 43.04%44.53% (+1.5%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $324M → $312M (-$12.2M)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
62
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Arkadios Wealth Advisors
Georgia
$310K +$329K +10,264 New
LHEI
102
Leo H. Evart Inc
California
$294K +$313K +9,751 New
PAG
103
Private Advisor Group
New Jersey
$277K -$581K -18,105 -66%
EH
104
Equitable Holdings
New York
$272K
GWM
105
Geneos Wealth Management
Colorado
$265K -$114K -3,570 -29%
WWMSC
106
Wagner Wealth Management (South Carolina)
South Carolina
$253K +$513 +16 +0.2%
Cerity Partners
107
Cerity Partners
New York
$253K -$76.9K -2,399 -22%
UCFA
108
United Capital Financial Advisors
Texas
$242K
BO
109
Bank OZK
Arkansas
$236K
LW
110
Linscomb Wealth
Texas
$230K +$244K +7,611 New
AWA
111
Acorn Wealth Advisors
Michigan
$230K -$284K -8,845 -54%
LNWTC
112
Laird Norton Wetherby Trust Company
Washington
$225K +$13.8K +430 +6%
DC
113
Davenport & Co
Virginia
$224K -$83.1K -2,590 -26%
FNBOO
114
First National Bank of Omaha
Nebraska
$222K
PFA
115
Pettinga Financial Advisors
Indiana
$211K -$341K -10,635 -60%
SWM
116
Segment Wealth Management
Texas
$211K -$117K -3,650 -34%
SMA
117
Seven Mile Advisory
New Jersey
$211K
GCM
118
Gunpowder Capital Management
Maryland
$211K
PA
119
ProCore Advisors
California
$210K -$25.3K -790 -10%
ZF
120
Zhang Financial
Michigan
$208K
OAM
121
Occidental Asset Management
California
$208K
TFA
122
Trinity Financial Advisors
Ohio
$206K +$160 +5 +0.1%
Point72 Asset Management
123
Point72 Asset Management
Connecticut
$206K +$219K +6,814 New
IPWA
124
International Private Wealth Advisors
California
$203K +$224 +7 +0.1%
William Blair & Company
125
William Blair & Company
Illinois
$201K