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Invesco S&P 500 Equal Weight Health Care ETF

180 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more funds holding

Funds holding: 173180 (+7)

1% more capital invested

Capital invested by funds: $394M → $398M (+$4.54M)

3.33% less ownership

Funds ownership: 403.72%400.39% (-3.3%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
54
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$301K -$21K -690 -7%
PSF
102
Pacific Sun Financial
California
$293K
VAS
103
Valicenti Advisory Services
New York
$293K
MG
104
Mather Group
Illinois
$293K +$279K +9,150 New
KAS
105
Kestra Advisory Services
Texas
$292K -$20.7K -680 -7%
TA
106
TFG Advisers
Michigan
$287K -$1.52K -50 -0.6%
BO
107
Bank OZK
Arkansas
$286K
William Blair & Company
108
William Blair & Company
Illinois
$273K +$609 +20 +0.2%
CCT
109
Country Club Trust
Missouri
$264K
WWM
110
Western Wealth Management
Colorado
$245K +$233K +7,670 New
SPIA
111
Steward Partners Investment Advisory
New York
$243K +$13.7K +450 +6%
Cerity Partners
112
Cerity Partners
New York
$230K
WLPWM
113
Walled Lake Planning & Wealth Management
Illinois
$225K +$193K +6,350 +934%
ZF
114
Zhang Financial
Michigan
$221K
BFG
115
Barber Financial Group
Kansas
$220K
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$216K -$3.96K -130 -2%
HI
117
Harbour Investments
Wisconsin
$211K -$33.8K -1,110 -14%
MML Investors Services
118
MML Investors Services
Massachusetts
$206K +$195K +6,410 New
CHA
119
Carmichael Hill & Associates
Maryland
$195K
SIAP
120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$186K
JIR
121
James Investment Research
Ohio
$185K -$7.91K -260 -4%
HIA
122
Harbor Investment Advisory
Maryland
$173K
LB
123
Legacy Bridge
Iowa
$167K
PFBT
124
Parkside Financial Bank & Trust
Missouri
$158K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$156K +$148K +4,870 New