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Invesco S&P 500 Equal Weight Health Care ETF

168 hedge funds and large institutions have $293M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
17
Increased
43
Reduced
55
Closed
13
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
$70K
AWA
127
Arkadios Wealth Advisors
Georgia
$67K +$6.16K +230 +10%
HI
128
Harbour Investments
Wisconsin
$62K +$62K +2,320 New
EVM
129
Eaton Vance Management
Massachusetts
$57K +$57K +2,120 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$54K +$9.36K +350 +21%
MAM
131
McCarthy Asset Management
California
$52K
LGWM
132
Litman Gregory Wealth Management
California
$52K
JCM
133
Jacobi Capital Management
Pennsylvania
$51K
CA
134
Clearstead Advisors
Ohio
$49K +$49K +1,840 New
FA
135
Faithward Advisors
Pennsylvania
$43K +$267 +10 +0.6%
GI
136
Gradient Investments
Minnesota
$42K -$33.6K -1,240 -44%
Citigroup
137
Citigroup
New York
$42K
CIAS
138
Capital Investment Advisory Services
North Carolina
$40K -$13.3K -500 -25%
SL
139
Savior LLC
Massachusetts
$40K
GWSG
140
GPS Wealth Strategies Group
Colorado
$31K +$31K +1,190 New
ACA
141
Aptus Capital Advisors
Alabama
$30K
KPCM
142
Kings Point Capital Management
New York
$27K -$108K -4,000 -80%
BW
143
Bison Wealth
Georgia
$27K
FBT
144
First Bank & Trust
South Dakota
$27K
PWA
145
Phoenix Wealth Advisors
North Carolina
$27K
HPC
146
HM Payson & Co
Maine
$26K +$6.04K +230 +30%
US Bancorp
147
US Bancorp
Minnesota
$25K
AF
148
Affiance Financial
Minnesota
$25K
1IA
149
1834 Investment Advisors
Wisconsin
$25K
KFS
150
Kelly Financial Services
Massachusetts
$24.1K