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Invesco S&P 500 Equal Weight Health Care ETF

160 hedge funds and large institutions have $312M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+27
Holders Change %
+20.3%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
40
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$45K +$5.1K +230 +13%
AF
127
Advisornet Financial
Minnesota
$44K
LGWM
128
Litman Gregory Wealth Management
California
$43K
JCM
129
Jacobi Capital Management
Pennsylvania
$42K
1IA
130
1834 Investment Advisors
Wisconsin
$42K
FA
131
Faithward Advisors
Pennsylvania
$35K +$35K +1,590 New
FANJ
132
Financial Architects (New Jersey)
New Jersey
$33K +$10.1K +450 +44%
Citigroup
133
Citigroup
New York
$24K
ADL
134
Asset Dedication LLC
California
$22K
BW
135
Bison Wealth
Georgia
$22K +$22K +1,000 New
AF
136
Affiance Financial
Minnesota
$21K +$21K +940 New
US Bancorp
137
US Bancorp
Minnesota
$20K
FWM
138
FSA Wealth Management
Massachusetts
$20K +$20K +900 New
KFS
139
Kelly Financial Services
Massachusetts
$19.9K
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$19K
SCA
141
Stonebridge Capital Advisors
Minnesota
$17K
PWMG
142
Prestige Wealth Management Group
New Jersey
$17K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$17K +$1.59K +70 +10%
BCM
144
Bourgeon Capital Management
Connecticut
$16K
PCFFS
145
Pacific Center for Financial Services
California
$15K +$221 +10 +1%
PA
146
PSI Advisors
Florida
$15K +$15K +700 New
CWA
147
Carolina Wealth Advisors
South Carolina
$14K +$14K +620 New
FRA
148
Front Row Advisors
California
$12K
RG
149
Retirement Group
California
$12K +$12K +550 New
TAM
150
Townsend Asset Management
North Carolina
$10K +$10K +450 New