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Invesco S&P 500 Equal Weight Health Care ETF

166 hedge funds and large institutions have $285M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
38
Reduced
54
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
$68K +$13.1K +500 +24%
GI
127
Gradient Investments
Minnesota
$66K
AWA
128
Arkadios Wealth Advisors
Georgia
$59K +$6.5K +250 +12%
CIAS
129
Capital Investment Advisory Services
North Carolina
$52K -$19.5K -750 -27%
JCM
130
Jacobi Capital Management
Pennsylvania
$50K -$262 -10 -0.5%
LGWM
131
Litman Gregory Wealth Management
California
$50K
MAM
132
McCarthy Asset Management
California
$50K +$50K +1,930 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$44K +$22.1K +840 +101%
FA
134
Faithward Advisors
Pennsylvania
$42K
Citigroup
135
Citigroup
New York
$41K +$12.2K +460 +42%
SL
136
Savior LLC
Massachusetts
$39K
IPW
137
IronBridge Private Wealth
Texas
$36K +$36K +1,380 New
APA
138
American Portfolios Advisors
New York
$30.1K -$614K -23,470 -95%
ACA
139
Aptus Capital Advisors
Alabama
$28K
BW
140
Bison Wealth
Georgia
$26K
FBT
141
First Bank & Trust
South Dakota
$26K
PWA
142
Phoenix Wealth Advisors
North Carolina
$26K +$26K +1,000 New
AF
143
Affiance Financial
Minnesota
$25K
1IA
144
1834 Investment Advisors
Wisconsin
$25K
US Bancorp
145
US Bancorp
Minnesota
$24K
Franklin Resources
146
Franklin Resources
California
$24K
KFS
147
Kelly Financial Services
Massachusetts
$23.5K
NCM
148
New Capital Management
Texas
$23K +$23K +880 New
PWMG
149
Prestige Wealth Management Group
New Jersey
$20K
HPC
150
HM Payson & Co
Maine
$20K +$20K +760 New