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Invesco S&P 500 Equal Weight Health Care ETF

180 hedge funds and large institutions have $323M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 64

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Segment Wealth Management
Texas
$339K
PPWM
102
Perissos Private Wealth Management
Oklahoma
$334K
OIA
103
OneDigital Investment Advisors
Kansas
$334K
SG
104
StoneX Group
New York
$320K
DC
105
Davenport & Co
Virginia
$318K
Goldman Sachs
106
Goldman Sachs
New York
$289K
OCPWS
107
One Charles Private Wealth Services
Massachusetts
$286K
EH
108
Equitable Holdings
New York
$272K
WWMSC
109
Wagner Wealth Management (South Carolina)
South Carolina
$267K
UCFA
110
United Capital Financial Advisors
Texas
$255K
BO
111
Bank OZK
Arkansas
$248K
PA
112
ProCore Advisors
California
$247K
FNBOO
113
First National Bank of Omaha
Nebraska
$241K
LNWTC
114
Laird Norton Wetherby Trust Company
Washington
$224K
SMA
115
Seven Mile Advisory
New Jersey
$223K
ZF
116
Zhang Financial
Michigan
$220K
OAM
117
Occidental Asset Management
California
$220K
TFA
118
Trinity Financial Advisors
Ohio
$218K
IPWA
119
International Private Wealth Advisors
California
$214K
William Blair & Company
120
William Blair & Company
Illinois
$212K
FFA
121
Fortune Financial Advisors
Kansas
$204K
PSF
122
Pacific Sun Financial
California
$204K
BWL
123
Bogart Wealth LLC
Virginia
$183K
HIA
124
Harbor Investment Advisory
Maryland
$169K
LB
125
Legacy Bridge
Iowa
$166K