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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
BWL
126
Bogart Wealth LLC
Virginia
$174K +$289 +9 +0.2%
NA
127
NewEdge Advisors
Louisiana
$170K +$30.4K +949 +20%
HIA
128
Harbor Investment Advisory
Maryland
$160K
LB
129
Legacy Bridge
Iowa
$157K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$151K +$32 +1 +0%
SGFG
131
Silver Grove Financial Group
New York
$123K
B
132
Bayban
Minnesota
$121K
HI
133
Harbour Investments
Wisconsin
$120K +$39.8K +1,242 +46%
SWA
134
SOA Wealth Advisors
New York
$116K +$224 +7 +0.2%
AF
135
Advisornet Financial
Minnesota
$111K
VNA
136
Valley National Advisers
Pennsylvania
$91K
PFBT
137
Parkside Financial Bank & Trust
Missouri
$87.9K -$49K -1,528 -34%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$77.5K +$48.9K +1,526 +147%
MA
139
Montag & Associates
Georgia
$73.5K
BlackRock
140
BlackRock
New York
$69.4K +$48.1K +1,500 +188%
IA
141
IFP Advisors
Florida
$55.2K -$68.6K -2,139 -54%
AA
142
Ancora Advisors
Ohio
$47K +$41.1K +1,281 +466%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$46.8K
CA
144
CoreCap Advisors
Michigan
$46.5K
HCM
145
Hollencrest Capital Management
California
$42.9K
BF
146
BOK Financial
Oklahoma
$41.2K +$43.8K +1,365 New
CT
147
Clearstead Trust
Maine
$37.7K
BT
148
Banque Transatlantique
France
$35.6K +$37.8K +1,178 New
LC
149
Lavaca Capital
Texas
$33.2K
RCM
150
Raleigh Capital Management
North Carolina
$33.2K +$35.3K +1,100 New